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CSI AFP-Exam-1 Exam Syllabus Topics:

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

Question 1

Edward's client is updating his will and is concerned what will happen to his and his wife's estates should they die within a short time of each other. Which clause in the will should Edward recommend the couple discuss with their lawyer?

A. Successor.
B. Survivorship.
C. Conversion.
D. Life interest.

Question 2

A client's portfolio target is 50% equities and 50% fixed income. After a strong equity market, the portfolio is now 68% equities. The client's circumstances and objectives have not changed. What should the planner recommend?

A. Increase equities because recent performance confirms the trend.
B. Move all investments to cash.
C. Rebalance toward the target allocation.
D. Stop reviewing the portfolio until retirement.

Question 3

Dianna is visiting with Karen, her Financial Planner, and is excited to report that she has just bought her dream home. She has also let Karen know she Is meeting with an insurance representative to purchase a whole life insurance to cover her 20-year mortgage. Why might Karen suggest Dianna consider term life insurance instead?

A. It is better suited for long term insurance needs.
B. The client's health may deteriorate as she gets older.
C. The cost of premiums is lower than whole life.
D. The term policy has a cash value, which can be borrowed against.

Question 4

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

Question 5

Sunil and Shashi are married and both age 45. Each is the personal care Power of Attorney (POA) for the other. They have no children. Shashi would like to revise the personal care POA to ensure that it reflects her medical wishes. How should their financial planner advise Shashi to help her achieve her goal?

A. Appoint an alternate POA for personal care.
B. Appoint someone other than Sunil as her POA for personal care.
C. Utilize a living will.
D. Utilize her last will and testament.

Solutions: