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

1. 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) Consolidation.
D) Gifting.

2. Bruna is a senior financial planner. At 4 p.m. on Friday afternoon (an hour before closing), her manager asks her to complete the following:
Fix a mutual fund trade that was entered incorrectly by a junior financial planner.
Call her client to advise him that his account is overdrawn, and the bank will refuse recent payments unless he credits the account before 5 p.m.
Bruna determines she can only complete one of the two tasks before the end of the business day. How should Bruna address her supervisor's request?

A) Ask the manager which of the two problems should be prioritized. Then ask the manager to delegate the other task to a colleague.
B) Bruna should prioritize the client with the overdrawn account since he is one of her clients. She should then reverse the incorrect trade the following business day.
C) Stay after hours until she completes both tasks.
D) Bruna should let the client's payments bounce since the client is unable to manage his cash flow and Bruna should prioritize correcting the trade.

3. A client realizes a $16,000 capital loss on one non-registered investment and a $28,000 capital gain on another non-registered investment in the same year. How should the loss be treated?

A) It is ignored because losses have no tax value.
B) It is deducted directly against employment income.
C) It becomes a refundable tax credit.
D) It is applied against capital gains to reduce the net capital gain.

4. Keitaro, age 42, and Ruth, age 52, are married and have two children - Maximo, age 20, and Hannah, age 16, both from Keitaro's previous marriage. In the event Keitaro dies, he would like to minimize taxes, provide for Ruth for the remainder of her life, and then after her death leave the residual to his children. What estate planning strategy should his financial planner recommend to help Keitaro achieve his goal?

A) Transfer his assets to a testamentary spousal trust through a will and name his children as capital beneficiaries.
B) Transfer his assets to an inter vivos spousal trust through a will and name his children as income and capital beneficiaries.
C) Transfer his assets to a testamentary spousal trust through a will and name his children as income and capital beneficiaries.
D) Transfer his assets to an inter vivos spousal trust through a will and name his children as capital beneficiaries.

5. Maya, a financial planner, is meeting with a new client who was recently referred to her. In determining the client's overall risk tolerance, what qualitative data should Maya capture as part of her process?

A) Personal net worth statement.
B) Stock option plan details.
C) Past investment experiences.
D) Annual earnings data.

Solutions: