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CSI AFP-Exam-1 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Risk Management and Insurance | 12% | - Risk Assessment - Disability and Health Insurance - Life Insurance - Risk Transfer Strategies |
| Tax Planning | 14% | - Income Tax Fundamentals - Tax-Efficient Strategies - Registered Plans - Tax Deductions and Credits |
| Asset and Liability Management | 11% | - Personal Balance Sheet Analysis - Budgeting - Cash Flow Management - Debt Management |
| Investment Planning | 17% | - Investment Products - Portfolio Construction - Investment Theory - Asset Allocation |
| Estate Planning | 13% | - Powers of Attorney - Estate Transfer Strategies - Wills - Trust and Beneficiary Planning |
| Client Relationship and Practice Management | 6% | - Communication and Advisory Process - Client Discovery - Practice Management |
| Retirement Planning | 17% | - Retirement Income Strategies - Pension Plans - Registered Retirement Savings Plans - Retirement Needs Analysis |
| Professional Conduct and Regulatory Compliance | 10% | - Compliance Responsibilities - Ethics and Professional Standards - Regulatory Requirements |
CSI Applied Financial Planning Certification Exam 1 (AFP) Sample Questions:
What information is least important for Harry as a financial planner in his assessment for insurance coverage for his client with respect to estate planning purposes?
- A. Income.
- B. FMV of non-principal residence.
- C. Work location.
- D. Age.
Correct Answer: C 🗳️
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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. Promise reimbursement to preserve the relationship.
- B. Remind the client that all investments can lose money and close the matter.
- C. Document the complaint and follow the firm's complaint-handling procedure.
- D. Delete the email if the account forms were signed correctly.
Correct Answer: C 🗳️
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A client says she can emotionally tolerate a 30% portfolio decline, but she needs the money in 18 months for a home down payment and has no other savings. What should the planner conclude?
- A. Her tax bracket determines that equities are required.
- B. Her investment experience is the only relevant factor.
- C. Her high tolerance automatically supports an all-equity portfolio.
- D. Her risk capacity is low despite her stated tolerance.
Correct Answer: D 🗳️
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Daniel, age 55, plans to continue working for AMG Telecommunications Corporation until he retires at age
60. The company has a defined contribution plan and Daniel is looking for the best option that will allow him to receive the highest guaranteed income throughout his retirement. He is not concerned about leaving an estate and feels that interest rates will be at high levels as he nears retirement. What planning strategy should Daniel's financial planner recommend he implement to achieve this objective?
- A. Transfer proceeds to a LIRA and purchase a target date fund.
- B. Transfer proceeds to a locked-in RRSP and purchase a laddered GIC.
- C. Use the proceeds to purchase a principal-protected note.
- D. Use the proceeds to purchase a life annuity.
Correct Answer: D 🗳️
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Richard reviewed his divorce settlement from his partner Alex with his advisor Maria. He is deciding between providing a lump sum spousal support payment of $60,000 or making monthly payments. If Richard's income is $200,000 and Alex's income is $40,000, what should Maria advise Richard about the tax implications for both Richard and Alex in regard to the lump sum payment?
- A. Richard will deduct the payment and pay taxes on the remaining $140,000 of income, and Alex will pay taxes on the lump-sum payment of $60,000.
- B. Richard will deduct the payment and pay taxes on the remaining $140,000 of income and Alex will pay taxes only on his earned income of $40,000.
- C. Richard will pay taxes on the entirety of the $200,000 and Alex will pay taxes only on his earned income of $40,000.
- D. Richard will deduct half of the lump-sum support payment and pay taxes on the remaining $170,000 of income and Alex will claim the other half of the lump-sum support payment in addition to his earned Income of $40,000.
Correct Answer: C 🗳️
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