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CSI AFP-Exam-1 Exam Syllabus Topics:

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

1. How should Jenny, a financial planner, explain the benefits of a fee for service method of compensation to a prospective client?

A) The planner is able to charge a higher fee based on the complexity of products sold.
B) The planner is compensated solely on the performance of the investment portfolio established by the planner for the client.
C) The planner is compensated based on the quality of the financial plan.
D) The planner has no incentive to recommend one product that provides higher compensation over another product with lower compensation.

2. A client sends an email alleging that a mutual fund recommendation was unsuitable because the fund declined sharply after purchase. The client asks for compensation. What is the financial planner's first professional obligation?

A) Remind the client that all investments can lose money and close the matter.
B) Promise reimbursement to preserve the relationship.
C) Document the complaint and follow the firm's complaint-handling procedure.
D) Delete the email if the account forms were signed correctly.

3. Jonathan owns a medium size consulting firm and earns an average annual income of $150,000. He is reviewing his retirement plan with his financial planner. Jonathan asked his planner about retirement compensation arrangement and how this may benefit him. What should his financial planner tell him?

A) It results in a pension adjustment and withdrawals are tax-exempt for the recipient.
B) It is exempt from regulatory limits and withdrawals are tax-exempt for the executive.
C) It reduces RRSP contribution room but is exempt from regulatory limits.
D) It leaves RRSP contribution room unaffected and is exempt from regulatory limits.

4. 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) Accept because board compensation is separate from planning compensation.
C) Disclose the proposed outside activity and obtain required approval from her firm.
D) Transfer the client to another planner without documenting the reason.

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

Solutions: