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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) At the same time as gifting the company.
B) To take effect at the time of his passing.
C) One month prior to gifting the company.
D) Immediately.

2. Sunil and Shashi are married and both age 45. Each is the personal care Power of Attorney (POA) for the other. They have no children. Shashi would like to revise the personal care POA to ensure that it reflects her medical wishes. How should their financial planner advise Shashi to help her achieve her goal?

A) Appoint someone other than Sunil as her POA for personal care.
B) Utilize a living will.
C) Appoint an alternate POA for personal care.
D) Utilize her last will and testament.

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) Avoid discussing the portfolio manager and let the client find one independently.
D) Disclose the relationship and the potential conflict before the client decides.

4. A client sends an email alleging that a mutual fund recommendation was unsuitable because the fund declined sharply after purchase. The client asks for compensation. What is the financial planner's first professional obligation?

A) Document the complaint and follow the firm's complaint-handling procedure.
B) Delete the email if the account forms were signed correctly.
C) Promise reimbursement to preserve the relationship.
D) Remind the client that all investments can lose money and close the matter.

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

Solutions: