CSI AFP-Exam-1

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

1. Daniel, age 55, plans to continue working for AMG Telecommunications Corporation until he retires at age
60. The company has a defined contribution plan and Daniel is looking for the best option that will allow him to receive the highest guaranteed income throughout his retirement. He is not concerned about leaving an estate and feels that interest rates will be at high levels as he nears retirement. What planning strategy should Daniel's financial planner recommend he implement to achieve this objective?

A) Transfer proceeds to a locked-in RRSP and purchase a laddered GIC.
B) Use the proceeds to purchase a principal-protected note.
C) Use the proceeds to purchase a life annuity.
D) Transfer proceeds to a LIRA and purchase a target date fund.

2. A higher-income spouse contributes to a spousal RRSP for the lower-income spouse. The lower-income spouse withdraws the contribution amount the following year. What should the planner warn them about?

A) The withdrawal may attribute back to the contributing spouse.
B) The withdrawal must be taxed as capital gains.
C) The contribution permanently eliminates all future spousal RRSP room.
D) The withdrawal is always tax-free.

3. A financial planner, Rachel, is preparing to recommend a discretionary portfolio manager to her client. The portfolio manager is owned by Rachel's former employer, and Rachel receives no referral fee. However, the former employer regularly sends new clients to Rachel's practice. What should Rachel do before making the recommendation?

A) Recommend the manager only if the client signs a risk acknowledgement form.
B) Proceed because no monetary referral fee is paid.
C) Disclose the relationship and the potential conflict before the client decides.
D) Avoid discussing the portfolio manager and let the client find one independently.

4. Dianna is visiting with Karen, her Financial Planner, and is excited to report that she has just bought her dream home. She has also let Karen know she Is meeting with an insurance representative to purchase a whole life insurance to cover her 20-year mortgage. Why might Karen suggest Dianna consider term life insurance instead?

A) The term policy has a cash value, which can be borrowed against.
B) The cost of premiums is lower than whole life.
C) It is better suited for long term insurance needs.
D) The client's health may deteriorate as she gets older.

5. Jaycee has created an investment portfolio for his client, Adam, which is designed to achieve his long-term objectives and is consistent with his risk tolerance and constraints. It also has to be reassessed periodically to ensure that the long-term benchmark mix continues to reflect Adam's circumstances. Which asset allocation strategy is Jaycee utilizing?

A) Strategic.
B) Active.
C) Tactical.
D) Integrated.

Solutions: