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Applied Financial Planning Certification Exam 1 (AFP): AFP-Exam-1 Exam
"Applied Financial Planning Certification Exam 1 (AFP)", also known as AFP-Exam-1 exam, is a CSI Certification. With the complete collection of questions and answers, ExamcollectionPass has assembled to take you through 120 Q&As to your AFP-Exam-1 Exam preparation. In the AFP-Exam-1 exam resources, you will cover every field and category in Canadian Securities Course Certification helping to ready you for your successful CSI Certification.
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CSI AFP-Exam-1 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Professional Conduct and Regulatory Compliance | 10% | - Regulatory Requirements - Ethics and Professional Standards - Compliance Responsibilities |
| Topic 2: Retirement Planning | 17% | - Registered Retirement Savings Plans - Pension Plans - Retirement Needs Analysis - Retirement Income Strategies |
| Topic 3: Estate Planning | 13% | - Wills - Trust and Beneficiary Planning - Estate Transfer Strategies - Powers of Attorney |
| Topic 4: Investment Planning | 17% | - Investment Theory - Portfolio Construction - Investment Products - Asset Allocation |
| Topic 5: Risk Management and Insurance | 12% | - Disability and Health Insurance - Life Insurance - Risk Transfer Strategies - Risk Assessment |
| Topic 6: Tax Planning | 14% | - Income Tax Fundamentals - Registered Plans - Tax Deductions and Credits - Tax-Efficient Strategies |
| Topic 7: Client Relationship and Practice Management | 6% | - Communication and Advisory Process - Client Discovery - Practice Management |
| Topic 8: Asset and Liability Management | 11% | - Budgeting - Cash Flow Management - Personal Balance Sheet Analysis - Debt Management |
CSI Applied Financial Planning Certification Exam 1 (AFP) Sample Questions:
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 only the investment account value and refuse everything else.
- C. Disclose the information after confirming the brother's date of birth.
- D. Provide all information because trading authority gives full access.
Correct Answer: A 🗳️
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Camila's firm recently issued their client, Shawn, an investment management fee summary on his non- registered investment portfolio for $5,000 in carrying charges. Shawn's federal tax rate is 29% and his provincial tax rate is 15%. What will be Shawn's tax savings on this investment management fee?
- A. $1,450.
- B. $750.
- C. $0.
- D. $2,200.
Correct Answer: D 🗳️
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Consider the following information for a client's portfolio:
What is the annual rate of return for this portfolio?
- A. 9.94%.
- B. 17.8%.
- C. 10.8%.
- D. 24.8%.
Correct Answer: C 🗳️
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Barbara, age 50, is meeting with her financial planner, Clark. Barbara has been hired as the Chief Executive Officer of a very successful privately owned business. Her salary will be $200,000 annually, plus a bonus.
Which retirement savings option should Clark recommend for Barbara?
- A. An individual pension plan.
- B. A defined benefit plan.
- C. A retirement compensation arrangement.
- D. A deferred profit-sharing plan.
Correct Answer: A 🗳️
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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. Outright gift of all assets to the spouse.
- B. Testamentary spousal trust naming the children as capital beneficiaries.
- C. Adding the children as joint owners on all assets immediately.
- D. Naming the estate as beneficiary of every account without trust provisions.
Correct Answer: B 🗳️
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