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

1. Matias is working on estate planning recommendations for his client Cynthia. After a recent meeting, Matias is confident that an estate freeze would be the best option for her. Which factor would have determined that the estate freeze was the best recommendation for him to give Cynthia?

A) The economy is about to enter a period of hyper-inflation.
B) Her children have higher marginal tax rates than her.
C) She can afford to live on a fixed stream of income.
D) She requires flexibility in updating beneficiaries.

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

3. Jonathan owns a medium size consulting firm and earns an average annual income of $150,000. He is reviewing his retirement plan with his financial planner. Jonathan asked his planner about retirement compensation arrangement and how this may benefit him. What should his financial planner tell him?

A) It reduces RRSP contribution room but is exempt from regulatory limits.
B) It results in a pension adjustment and withdrawals are tax-exempt for the recipient.
C) It leaves RRSP contribution room unaffected and is exempt from regulatory limits.
D) It is exempt from regulatory limits and withdrawals are tax-exempt for the executive.

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

5. Sarah Jones is an incorporated owner of a successful manufacturing company. She currently has a large month to month cash flow surplus. This is expected to continue until she retires in seven years. Her personal mortgage is up for renewal. She needs to borrow $50,000 so that she can replace a piece of equipment that is needed in the manufacturing process. She would like a solution that results in paying the lowest interest cost over the life of the loan. Which loan product should the financial planner recommend to Sarah? Assume monthly compounding for all products and no pre-payment options.

A) Home equity line of credit with an interest rate of 3.75% and a 7-year interest-only payment with an end-of-term balloon payment.
B) Secured corporate loan with an interest rate of 5.25% and a 5-year amortization period.
C) Refinanced personal mortgage with an interest rate of 1.35% and a 25-year amortization period.
D) Corporate mortgage with an interest rate of 2.25% and a 25-year amortization period.

Solutions: