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

1. 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) One month prior to gifting the company.
D) To take effect at the time of his passing.

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

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

4. A client completed a financial plan two years ago. Since then, she has divorced, changed jobs, and purchased a new home. What is the planner's most appropriate recommendation?

A) Conduct a comprehensive review of goals, cash flow, insurance, tax, retirement, and estate planning.
B) Review only the investment portfolio because the plan already exists.
C) Wait until the original five-year review date.
D) Update the file only if the client requests new products.

5. A client, age 60, is in a low tax bracket today and expects a larger taxable pension after age 65. She has TFSA and RRSP room. Which contribution priority is generally more appropriate?

A) TFSA, because withdrawals will not increase taxable retirement income.
B) RRSP, because withdrawals are tax-free.
C) RRSP only after the client turns 72.
D) Non-registered account only, because registered accounts are unsuitable after age 60.

Solutions: