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

1. 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.

2. In 2019, Glenda, age 46, visited her financial planner to discuss her goal of retiring at the age of 65. Glenda had questions about whether she qualified for the maximum amount of CPP and OAS benefits as she had immigrated to Canada just 10 years earlier to take a job as a nuclear technician. What should her financial planner have told her?

A) Glenda would receive partial CPP and partial OAS benefits at age 65.
B) Glenda would receive partial CPP and no OAS benefits at age 65.
C) Glenda would receive the max CPP and OAS benefits at age 65.
D) Glenda would receive the max CPP and partial OAS benefits at age 65.

3. Tony, a financial planner, is meeting with his client, Howard, age 42. Howard would like to retire in 15 years.
His retirement goal is to have an annual gross income of $30,000 (in today's dollars). He is currently contributing $2,400 each year to his RRSP which is currently worth $275,000. Assume an average annual inflation rate of 3%, rate of return of 4% for the registered assets and a life expectancy to age 90. What will Tony determine as Howard's current surplus/shortfall at retirement?

A) Surplus of $16,801.
B) Shortfall of $20,671.
C) Surplus of $20,671.
D) Shortfall of $16,801.

4. Matias is working on estate planning recommendations for his client Cynthia. After a recent meeting, Matias is confident that an estate freeze would be the best option for her. Which factor would have determined that the estate freeze was the best recommendation for him to give Cynthia?

A) Her children have higher marginal tax rates than her.
B) The economy is about to enter a period of hyper-inflation.
C) She can afford to live on a fixed stream of income.
D) She requires flexibility in updating beneficiaries.

5. Lex's client, Phillip, has signed an agreement to purchase his uncle's business when his uncle retires in five years for $210,000. Phillip has $175,000 today, how should Lex recommend Philip invest his money?

A) Phillip should purchase a 5-year bond with a rate of 3.75%.
B) Phillip should purchase a 5-year 3.50% annual GIC.
C) Phillip should deposit the funds into a savings account which is currently paying 3.00% per year.
D) Phillip should purchase an equity mutual fund which has had an average return of 6.00% a year for the past five years.

Solutions: