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

1. Alexander and Irena, age 30 and 32 respectively, are married and have been working full-time for one year.
They have a daughter, age 3, and are expecting their second child. They recently bought a home with a mortgage balance of $390,000 at 4% amortized over 25 years. Their financial planner is trying to determine their tolerance for risk. After completing the life-cycle analysis, how can their financial planner explain the stage in which the couple finds themselves and the risk tolerance associated with it?

A) They are at the consolidation stage where they can tolerate moderate to high level of risk.
B) They are at the accumulation stage where they can tolerate a high level of risk.
C) They are at the gifting stage where their tolerance of risk is low.
D) They are at the financial independence stage where their tolerance of risk is low.

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

3. Keitaro wants his spouse to receive income from his assets for life after his death, but wants the remaining capital to pass to his children from a prior marriage after the spouse dies. Which strategy best fits this objective?

A) Adding the children as joint owners on all assets immediately.
B) Outright gift of all assets to the spouse.
C) Naming the estate as beneficiary of every account without trust provisions.
D) Testamentary spousal trust naming the children as capital beneficiaries.

4. Which assets will flow through an estate?

A) Assets held in an inter vivos trust.
B) Assets which the owners are registered as joint tenants with rights of survivorship.
C) Business assets covered by a buy-sell agreement.
D) Assets which the owners are registered as tenancy in common.

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

Solutions: