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

1. Keitaro, age 42, and Ruth, age 52, are married and have two children - Maximo, age 20, and Hannah, age 16, both from Keitaro's previous marriage. In the event Keitaro dies, he would like to minimize taxes, provide for Ruth for the remainder of her life, and then after her death leave the residual to his children. What estate planning strategy should his financial planner recommend to help Keitaro achieve his goal?

A) Transfer his assets to an inter vivos spousal trust through a will and name his children as capital beneficiaries.
B) Transfer his assets to an inter vivos spousal trust through a will and name his children as income and capital beneficiaries.
C) Transfer his assets to a testamentary spousal trust through a will and name his children as capital beneficiaries.
D) Transfer his assets to a testamentary spousal trust through a will and name his children as income and capital beneficiaries.

2. Barbara, age 50, is meeting with her financial planner, Clark. Barbara has been hired as the Chief Executive Officer of a very successful privately owned business. Her salary will be $200,000 annually, plus a bonus.
Which retirement savings option should Clark recommend for Barbara?

A) An individual pension plan.
B) A defined benefit plan.
C) A retirement compensation arrangement.
D) A deferred profit-sharing plan.

3. Rosa has just learned that her daughter Marissa, age 23, does not intend to return to university. She has been saving for her daughter's education since Marissa was 10 and is concerned there will be a significant tax liability. How should Rosa's financial planner advise her to utilize the funds when she redeems the RESP in order to offset the tax liability?

A) Deposit the growth into her own RRSP.
B) Deposit the full balance into her own RRSP.
C) Deposit the growth into her daughter's RRSP.
D) Deposit the full balance into her daughter's RRSP.

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

5. A financial planner is invited to serve as a paid director of a private corporation owned by one of her clients.
The client also wants the planner to continue providing personal financial planning advice. What should the planner do before accepting the directorship?

A) Transfer the client to another planner without documenting the reason.
B) Accept because board compensation is separate from planning compensation.
C) Accept only if the client verbally confirms there is no conflict.
D) Disclose the proposed outside activity and obtain required approval from her firm.

Solutions: