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CSI AFP-Exam-1 Exam Syllabus Topics:

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

1. Bellamy, a registrant, recently prepared a financial plan for Stewart. As part of the plan, he recommended an asset allocation mutual fund that aligns with Stewart's Know Your Client and suitability. Stewart trusts Bellamy, accepts his recommendations, and is ready to provide purchase instructions. What next step should Bellamy complete in order to implement the strategy?

A) Provide Stewart with the fund facts document relevant to the recommended fund.
B) Place a buy order for the mutual fund on his workstation.
C) Distribute the simplified prospectus and annual report relevant to the recommended fund.
D) Advise Stewart of his licensing category, provinces and territories of registration, as well as dealer name.

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

3. Dianna has just taken a 20-year mortgage and wants insurance only to ensure the mortgage can be repaid if she dies during that period. She is considering whole life insurance. What should her planner most likely explain?

A) Whole life is always cheaper for temporary mortgage needs.
B) No insurance is needed if the mortgage is insured by the lender.
C) Critical illness insurance replaces life insurance for mortgage protection.
D) Term insurance is generally better aligned with a temporary liability.

4. In which life cycle stage would a financial planner identify his client to be if they have a high mortgage balance and an unstable or lower income, and are willing to take on investment risk because of their longer time horizon?

A) Accumulation.
B) Financial independence.
C) Consolidation.
D) Gifting.

5. Bill was recently declined for a loan application at his financial institution, and he is concerned that a liability has been added to his credit bureau that does not belong to him. He asks his financial planner to review his credit bureau with him to help him identify why he may have been declined. Which area of the credit bureau might his financial planner advise Bill to review?

A) Number of previous declines.
B) Public record information.
C) Inquiries.
D) Account history.

Solutions: