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CSI AFP-Exam-1 Exam Syllabus Topics:

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

1. James is visiting Gurjeet, his financial planner, to discuss his financial affairs after the recent passing of his long-time partner Peter. James is concerned that the cost of probate will be a heavy burden. Which holdings should Gurjeet advise James are included in calculating the cost of probate?

A) Insurance contracts with a preferred beneficiary designated.
B) Registered plans with an adult child designated as the beneficiary.
C) Assets held in a formal, irrevocable trust account.
D) Assets held joint tenants in common.

2. Maya, a financial planner, is meeting with a new client who was recently referred to her. In determining the client's overall risk tolerance, what qualitative data should Maya capture as part of her process?

A) Personal net worth statement.
B) Stock option plan details.
C) Past investment experiences.
D) Annual earnings data.

3. Priya grants her brother trading authority over her non-registered investment account. Her brother calls the financial planner and asks for Priya's full net worth statement, tax return, and beneficiary information so he can "help with planning." What should the planner do?

A) Decline the request unless Priya gives specific authorization for that information.
B) Provide all information because trading authority gives full access.
C) Provide only the investment account value and refuse everything else.
D) Disclose the information after confirming the brother's date of birth.

4. Francois and Brigitte are meeting with their financial planner, Robin. They would like to ensure that if one of them were to die suddenly that their mortgage would be paid in full. Their current mortgage has an outstanding balance of $400,000 with 10 years remaining. The couple are in good health and have a well- balanced financial plan that focuses on debt reduction and savings. Which type of insurance policy should Robin recommend to assist the couple in meeting their objective?

A) Joint 10-year term first-to-die policy.
B) Joint 10-year term last-to-die policy.
C) Joint whole life last-to-die policy.
D) Joint whole life first-to-die policy.

5. Ram Patel, age 65, is meeting with his financial planner, Maria Romano, to complete a financial plan. Ram is retiring this year, and his company provides a defined benefit pension plan. Upon retirement, he has the choice of receiving $20,000 each year for 20 years or until death (whichever is earlier), or he can take
$304,300, which is the commuted value at retirement. Ram has confirmed that he will be transferring the commuted value to a LIRA. After further discovery, Maria suggests that they utilize a 5% market rate of return and project the funds to last 25 years. What should Maria update Ram's projected annual retirement income to?

A) $24,418.
B) $20,000.
C) $21,591.
D) $21,000.

Solutions: