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CSI AFP-Exam-1 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Risk Management and Insurance | 12% | - Life Insurance - Risk Assessment - Disability and Health Insurance - Risk Transfer Strategies |
| Topic 2: Retirement Planning | 17% | - Pension Plans - Retirement Needs Analysis - Retirement Income Strategies - Registered Retirement Savings Plans |
| Topic 3: Professional Conduct and Regulatory Compliance | 10% | - Regulatory Requirements - Ethics and Professional Standards - Compliance Responsibilities |
| Topic 4: Investment Planning | 17% | - Asset Allocation - Portfolio Construction - Investment Theory - Investment Products |
| Topic 5: Tax Planning | 14% | - Registered Plans - Tax-Efficient Strategies - Tax Deductions and Credits - Income Tax Fundamentals |
| Topic 6: Client Relationship and Practice Management | 6% | - Communication and Advisory Process - Client Discovery - Practice Management |
| Topic 7: Estate Planning | 13% | - Trust and Beneficiary Planning - Estate Transfer Strategies - Wills - Powers of Attorney |
| Topic 8: Asset and Liability Management | 11% | - Debt Management - Personal Balance Sheet Analysis - Budgeting - Cash Flow Management |
CSI Applied Financial Planning Certification Exam 1 (AFP) Sample Questions:
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) Survivorship.
B) Life interest.
C) Successor.
D) Conversion.
2. Janet's non-registered account holds the funds listed in the following table:
Assuming a marginal tax rate of 45%, what amount of tax payable will Janet incur if she redeems the account to fund the purchase of a new business?
A) $9,000.
B) $5,625.
C) $4,500.
D) $6,750.
3. Mina has $20,000 in a savings account earning 3% before tax. She also has a $9,000 credit card balance at
22%, a $7,000 unsecured line of credit at 10%, and a $14,000 car loan at 4%. Her marginal tax rate is 35%.
Which liability should she target first?
A) No debt; keep all funds in savings.
B) Car loan.
C) Unsecured line of credit.
D) Credit card balance.
4. A retiree receives income-tested benefits and needs occasional withdrawals for vacations and home repairs.
Which account is generally most efficient for withdrawals that do not increase taxable income?
A) Non-registered interest-bearing GIC.
B) RRIF.
C) TFSA.
D) RRSP.
5. Which assets will flow through an estate?
A) Assets held in an inter vivos trust.
B) Assets which the owners are registered as joint tenants with rights of survivorship.
C) Business assets covered by a buy-sell agreement.
D) Assets which the owners are registered as tenancy in common.
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: C | Question # 3 Answer: D | Question # 4 Answer: C | Question # 5 Answer: D |
