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

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

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

2. Henri and Jessica have recently moved in together and Henri has been helping Jessica with her investments.
Jessica names Henri trading authority on her TFSA. Henri calls their financial planner requesting to make Jessica's TFSA contribution for this year but first requests the overall balance in Jessica's bank accounts (TFSA, high yield savings, chequing) to know if this is possible. What action would be most appropriate for their financial planner to take?

A) Provide Henri with the balance since he has authority over the account.
B) Allow Henri to make the contribution from his account, but do not disclose the balance.
C) Recommend they establish an enduring power of attorney over Jessica.
D) Advise Henri that Jessica should contact the financial planner directly.

3. A retiree holds most of her investments in interest-bearing GICs inside a non-registered account while her TFSA is invested in cash. She has unused TFSA room and wants to improve after-tax efficiency without increasing total portfolio risk materially. What should the planner consider?

A) Moving all assets into speculative equities.
B) Borrowing to invest in the non-registered account.
C) Withdrawing RRIF minimums and gifting them immediately.
D) Holding more interest-bearing assets inside the TFSA.

4. Bill was recently declined for a loan application at his financial institution, and he is concerned that a liability has been added to his credit bureau that does not belong to him. He asks his financial planner to review his credit bureau with him to help him identify why he may have been declined. Which area of the credit bureau might his financial planner advise Bill to review?

A) Public record information.
B) Inquiries.
C) Number of previous declines.
D) Account history.

5. Kendrick, age 55, owns a successful small business, ZXC Inc., valued at $800,000. Kendrick has extensive savings outside of the business and would like to pass the company onto his son at some point in the future.
Kendrick expects the business to increase in value $25,000 per year. If Kendrick decides to use an estate freeze to reduce the amount of taxes he will be required to pay, his financial planner should recommend that he implement the estate freeze at which point in relation to gifting the business to his son?

A) Immediately.
B) At the same time as gifting the company.
C) To take effect at the time of his passing.
D) One month prior to gifting the company.

Solutions: