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

1. What financial information would Deandra a financial planner, analyze in order to increase her client's net worth by decreasing expenses?

A) Net worth statement
B) Current cash flow statement
C) Budget
D) Expense report

2. Justis, age 62, and his wife Jen, age 58, are meeting with their financial planner, Luke. They are both planning to retire by age 65. Their goals are to minimize debt and reduce taxes. The couple's financial situation is outlined below.

Justis' annual income is $25,000. He has a $15,000 RRSP, $30,000 single non-registered account and a
$25,000 TFSA. Jen's annual income is $60,000, and she has a $150,000 RRSP, $50,000 single non-registered account and a $20,000 TFSA.
Jen's marginal tax rate is 35%, and Justis' is 25%. Assuming all investments are making interest income of
10%, what would be the most appropriate strategy for Luke to recommend for the couple?

A) Use Justis's non-registered funds to pay off all liabilities.
B) Use Jen's RRSP to pay all liabilities.
C) Use Justis's RRSP to pay off all liabilities.
D) Use Jen's non-registered funds to pay all liabilities.

3. Sapphire, age 35, a recent widow, is still in the grieving stage. She has just received a large insurance payout.
She has limited savings, a long-term time horizon, and a high tolerance for risk. What investment strategy should her financial planner recommend until Sapphire is better able to understand her new situation?

A) Deposit the funds into a portfolio of traditional and index-linked guaranteed investment certificates.
B) Deposit the funds into a moderate risk investment portfolio.
C) Deposit the funds into a high-risk investment portfolio.
D) Deposit the funds into a high interest savings account.

4. Gina plans to take a one-year leave of absence from her employer without pay. Gina has a TFSA invested in equity mutual funds which is currently below book value, an RRSP invested in cash, a Nova Scotia LIRA invested in GICs, and a line of credit. Assuming all have sufficient funds, which plan should Gina access to ensure she meets her goal of budget effectiveness during this time?

A) The TFSA.
B) The RRSP.
C) The LIRA.
D) The line of credit.

5. Suzy, age 45, is meeting with a financial planner as she has recently inherited $1.25 million from her late aunt. Suzy has poor spending habits and would like to review options that would safeguard and help her receive stable cash flows. She does not have a lot of experience investing and would like to avoid making day- to-day investment decisions. Which type of investment account is most appropriate for Suzy?

A) Discretionary fee-based.
B) Separately managed.
C) Multi-mandate managed.
D) Straight life annuity.

Solutions: