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

1. A financial planner is invited to serve as a paid director of a private corporation owned by one of her clients.
The client also wants the planner to continue providing personal financial planning advice. What should the planner do before accepting the directorship?

A) Accept only if the client verbally confirms there is no conflict.
B) Transfer the client to another planner without documenting the reason.
C) Disclose the proposed outside activity and obtain required approval from her firm.
D) Accept because board compensation is separate from planning compensation.

2. A client says, "I want to retire comfortably as soon as possible." Which response best reflects the financial planning process?

A) Recommend a higher-return portfolio immediately.
B) Ignore the statement until the client reaches age 60.
C) Ask the client to select a retirement mutual fund.
D) Translate the statement into measurable goals, assumptions, and time frames.

3. Tony, a financial planner, is meeting with his client, Howard, age 42. Howard would like to retire in 15 years.
His retirement goal is to have an annual gross income of $30,000 (in today's dollars). He is currently contributing $2,400 each year to his RRSP which is currently worth $275,000. Assume an average annual inflation rate of 3%, rate of return of 4% for the registered assets and a life expectancy to age 90. What will Tony determine as Howard's current surplus/shortfall at retirement?

A) Shortfall of $16,801.
B) Surplus of $20,671.
C) Shortfall of $20,671.
D) Surplus of $16,801.

4. Keitaro wants his spouse to receive income from his assets for life after his death, but wants the remaining capital to pass to his children from a prior marriage after the spouse dies. Which strategy best fits this objective?

A) Testamentary spousal trust naming the children as capital beneficiaries.
B) Adding the children as joint owners on all assets immediately.
C) Outright gift of all assets to the spouse.
D) Naming the estate as beneficiary of every account without trust provisions.

5. What key question should be answered during the recommending strategies stage of the financial planning process?

A) How can the client achieve her goals?
B) What are the client's needs and goals?
C) Are the client's goals feasible?
D) How and by whom will the planner be compensated?

Solutions: