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CSI AFP-Exam-1 Exam Syllabus Topics:

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

Question 1

A financial planner, Rachel, is preparing to recommend a discretionary portfolio manager to her client. The portfolio manager is owned by Rachel's former employer, and Rachel receives no referral fee. However, the former employer regularly sends new clients to Rachel's practice. What should Rachel do before making the recommendation?

A. Proceed because no monetary referral fee is paid.
B. Avoid discussing the portfolio manager and let the client find one independently.
C. Disclose the relationship and the potential conflict before the client decides.
D. Recommend the manager only if the client signs a risk acknowledgement form.

Question 2

A higher-income spouse contributes to a spousal RRSP for the lower-income spouse. The lower-income spouse withdraws the contribution amount the following year. What should the planner warn them about?

A. The withdrawal may attribute back to the contributing spouse.
B. The contribution permanently eliminates all future spousal RRSP room.
C. The withdrawal must be taxed as capital gains.
D. The withdrawal is always tax-free.

Question 3

A client sends an email alleging that a mutual fund recommendation was unsuitable because the fund declined sharply after purchase. The client asks for compensation. What is the financial planner's first professional obligation?

A. Remind the client that all investments can lose money and close the matter.
B. Delete the email if the account forms were signed correctly.
C. Document the complaint and follow the firm's complaint-handling procedure.
D. Promise reimbursement to preserve the relationship.

Question 4

Interest rates are expected to rise sharply. Which fixed-income security would normally have the highest price sensitivity to that change, all else equal?

A. High-interest savings account.
B. Six-month treasury bill.
C. Twenty-year zero-coupon bond.
D. Floating-rate note.

Question 5

In which life cycle stage would a financial planner identify his client to be if they have a high mortgage balance and an unstable or lower income, and are willing to take on investment risk because of their longer time horizon?

A. Financial independence.
B. Accumulation.
C. Gifting.
D. Consolidation.

Solutions: