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CSI Applied Financial Planning Certification Exam 1 (AFP) Sample Questions:

1. Keitaro, age 42, and Ruth, age 52, are married and have two children - Maximo, age 20, and Hannah, age 16, both from Keitaro's previous marriage. In the event Keitaro dies, he would like to minimize taxes, provide for Ruth for the remainder of her life, and then after her death leave the residual to his children. What estate planning strategy should his financial planner recommend to help Keitaro achieve his goal?

A) Transfer his assets to an inter vivos spousal trust through a will and name his children as capital beneficiaries.
B) Transfer his assets to an inter vivos spousal trust through a will and name his children as income and capital beneficiaries.
C) Transfer his assets to a testamentary spousal trust through a will and name his children as capital beneficiaries.
D) Transfer his assets to a testamentary spousal trust through a will and name his children as income and capital beneficiaries.

2. A financial planner recently started her new role at the bank and decided to create a checklist when meeting with prospects. She wanted to include one item on the checklist that would allow her to understand her clients' tolerance for risk. What information should she add, that will help her achieve this objective?

A) Qualitative questionnaire.
B) Previous financial plan.
C) Tax returns.
D) Life insurance policy.

3. Suzy, age 45, is meeting with a financial planner as she has recently inherited $1.25 million from her late aunt. Suzy has poor spending habits and would like to review options that would safeguard and help her receive stable cash flows. She does not have a lot of experience investing and would like to avoid making day- to-day investment decisions. Which type of investment account is most appropriate for Suzy?

A) Multi-mandate managed.
B) Straight life annuity.
C) Discretionary fee-based.
D) Separately managed.

4. Jonathan owns a medium size consulting firm and earns an average annual income of $150,000. He is reviewing his retirement plan with his financial planner. Jonathan asked his planner about retirement compensation arrangement and how this may benefit him. What should his financial planner tell him?

A) It results in a pension adjustment and withdrawals are tax-exempt for the recipient.
B) It reduces RRSP contribution room but is exempt from regulatory limits.
C) It is exempt from regulatory limits and withdrawals are tax-exempt for the executive.
D) It leaves RRSP contribution room unaffected and is exempt from regulatory limits.

5. Owen and Lina are looking to purchase a home in the next few months. Owen is the primary income earner for the family. His credit history is weak with several recently paid collections Lina has a perfect credit record but limited income and irregular employment. What will their financial planner advise them about the impact their credit ratings will have on their ability to secure a mortgage?

A) Lina's strong credit rating will make up for Owen's credit history
B) The primary income earner must have a minimum credit score to qualify
C) Since Owen's collections are paid, they would be able to qualify
D) Lina's low income will prevent them from qualifying

Solutions: