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CSI AFP-Exam-1 Exam Syllabus Topics:

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

1. A client completed a financial plan two years ago. Since then, she has divorced, changed jobs, and purchased a new home. What is the planner's most appropriate recommendation?

A) Review only the investment portfolio because the plan already exists.
B) Wait until the original five-year review date.
C) Conduct a comprehensive review of goals, cash flow, insurance, tax, retirement, and estate planning.
D) Update the file only if the client requests new products.

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

3. 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) Disclose the information after confirming the brother's date of birth.
B) Provide all information because trading authority gives full access.
C) Provide only the investment account value and refuse everything else.
D) Decline the request unless Priya gives specific authorization for that information.

4. Miles tells Rasheed, his financial planner, that he would like to assign the growth assets in his portfolio to his children. Rasheed recommends Miles freeze his estate. What is the primary risk associated with an estate freeze?

A) Once the estate freeze is in place, no future growth of the assets can occur.
B) Once the children hold the common shares, they can vote to withhold payment of the preferred dividend.
C) The preferred shares taken back by the taxpayer may provide inadequate Income because of inflation.
D) It is easy to unwind an estate freeze, but the amount of income paid to the taxpayer will be inconsistent from year to year.

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: