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

1. In 2019, Glenda, age 46, visited her financial planner to discuss her goal of retiring at the age of 65. Glenda had questions about whether she qualified for the maximum amount of CPP and OAS benefits as she had immigrated to Canada just 10 years earlier to take a job as a nuclear technician. What should her financial planner have told her?

A) Glenda would receive partial CPP and no OAS benefits at age 65.
B) Glenda would receive the max CPP and partial OAS benefits at age 65.
C) Glenda would receive the max CPP and OAS benefits at age 65.
D) Glenda would receive partial CPP and partial OAS benefits at age 65.

2. If a deceased person was entitled to rights or things at death, what strategy should the estate representative use to enhance the net estate value after tax?

A) Include the rights or things in a second personal tax return for the deceased.
B) Transfer ownership of the rights or things to the beneficiaries of the estate.
C) Include the rights or things in the deceased's final personal tax return.
D) File for annual tax reassessments on the terminal tax return until all rights or things are paid.

3. Ali wishes to retire in five years. His financial planner calculates that he needs to save an additional $40,000 to meet his retirement income objectives. What would Ali's financial planner advise him to do in order to meet his retirement income objectives?

A) Invest more in equity market to achieve a higher return.
B) Reduce current expenses.
C) Purchase a whole-life insurance and invest within the policy.
D) Take out a mortgage to invest and fund some of the retirement income shortage.

4. Wendy, age 60, has a holding company whose sole asset is a commercial property. The property appreciated considerably in value over the last 10 years, and she expects the property value will continue to grow. Wendy is concerned about the tax implications this may have when she dies and leaves the property to her children.
What strategy should Wendy's financial planner recommend to her?

A) Sell the property to her children below market value.
B) Gift common shares to her children and retain majority ownership.
C) Conduct an estate freeze.
D) Transfer the common shares of the company into joint name with her children.

5. 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) Distribute the simplified prospectus and annual report relevant to the recommended fund.
C) Place a buy order for the mutual fund on his workstation.
D) Provide Stewart with the fund facts document relevant to the recommended fund.

Solutions: