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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) Stay after hours until she completes both tasks.
B) 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.
C) Ask the manager which of the two problems should be prioritized. Then ask the manager to delegate the other task to a colleague.
D) 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.

2. At the first meeting, a financial planner explains her services, compensation, responsibilities, limitations, confidentiality practices, and what information the client must provide. Which document should normally capture these matters?

A) Trade confirmation.
B) Retirement income projection.
C) Client agreement letter.
D) Fund facts document.

3. The Andersons, a young couple, meet with their financial planner to review estate-planning opportunities.
They recently had a third child and are looking for the most cost-effective strategy to put in place during their working years to increase their estate value and reduce the tax burden at death for the benefit of their children.
What should the financial planner recommend?

A) They should each have permanent life insurance plans in place.
B) Set up a joint savings account with automatic monthly contributions.
C) Put in place a term survivorship life insurance policy.
D) Update beneficiary designation to the estate on their registered plans.

4. Evan meets with his financial planner to review his concerns around inflation and its impact on his TFSA investment portfolio. His financial planner researches the current holdings and recommends that he sells one of the portfolio's equity funds. Which replacement option should the financial planner recommend to Evan?

A) Treasury bills.
B) Real estate investment trusts.
C) Gold bullion.
D) Guaranteed investment certificates.

5. Derek recently inherited $900,000. He asks his financial planner to invest the entire amount in a concentrated portfolio of junior mining stocks. Derek has never invested before, has two young children, and is still deciding whether to purchase a home. What should the planner do first?

A) Refuse to work with Derek because he suggested a speculative portfolio.
B) Invest half immediately and hold half in cash without further discussion.
C) Review Derek's objectives, risk tolerance, risk capacity, time horizon, and liquidity needs.
D) Place the trades because Derek has given clear instructions.

Solutions: