CSI Applied Financial Planning Certification Exam 1 (AFP) - AFP-Exam-1

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CSI AFP-Exam-1 Exam Syllabus Topics:

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

1. The Andersons, a young couple, meet with their financial planner to review estate-planning opportunities.
They recently had a third child and are looking for the most cost-effective strategy to put in place during their working years to increase their estate value and reduce the tax burden at death for the benefit of their children.
What should the financial planner recommend?

A) Set up a joint savings account with automatic monthly contributions.
B) They should each have permanent life insurance plans in place.
C) Put in place a term survivorship life insurance policy.
D) Update beneficiary designation to the estate on their registered plans.

2. A client wants to increase net worth by identifying spending reductions and increasing monthly surplus.
Which document is most useful for this purpose?

A) Current cash flow statement and budget.
B) Net worth statement only.
C) Beneficiary designation form.
D) Investment policy statement only.

3. A client wants a policy that pays a lump sum if she is diagnosed with a covered serious illness and survives the required waiting period. Which product matches this need?

A) Critical illness insurance.
B) Disability insurance.
C) Long-term care insurance.
D) Accidental death insurance.

4. Tom has two children from a previous marriage. He has been paying $1,000 per month for spousal support and $1,500 per month for child support to his ex-wife. Recently, his ex-wife was awarded increased child support payments from Tom to cover unanticipated university expenses for one of the children. What should Tom's financial planner advise him about how this increased monthly payment may impact his finances?

A) Net cash flow will be reduced equal to the full amount of the extra child support payments.
B) The tuition tax credit for his child's post-secondary education will be applied towards Tom's taxes.
C) Net cash flow will be reduced equal to the amount of the extra child support payments, less the tax deduction.
D) The increased amount Tom pays in child support will result in a larger tax credit at the end of the year.

5. Mary, an accredited financial planner, recently met with clients Michael and Radha. They are high- net-worth clients who are in their mid-40s. Michael is a heavy equipment operator at a local oil field, and Radha is a homemaker. They are ready to retire in 10 years and very excited to start planning for the next chapter in their lives. Mary explained her planning process, her accreditation, and her remuneration. When Mary presented the client agreement letter, both clients were surprised. They said they did not know why they would sign a letter to get advice on their own finances. How should Mary answer their question?

A) The client agreement letter outlines the overall investment strategy that is being recommended by Mary to Michael and Radha.
B) The client agreement letter sets expectation for the partnership between, the client, the financial planner and their partners.
C) The client agreement letter is a non-legally binding contract that outlines the business relationship between the clients and the financial institution.
D) The client agreement outlines the specific financial planning strategies that will be implemented to help both Michael and Radha achieve their financial goals.

Solutions: