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

1. In order to increase the assets in Rebecca's retirement savings, her financial planner is considering making a number of recommendations. Prior to obtaining her current employment, she withdrew funds from her RRSP under the Lifelong Learning Plan to upgrade her skills. She has four annual installments remaining on her Lifelong Learning Plan withdrawal and a small amount of savings in a TFSA. Rebecca now works as a sales associate in a small clothing store that has a group RRSP program for all employees which matches employee contributions. Which recommendation provides the best long-term impact to grow her retirement savings?

A) Enroll in her company's group RRSP program and start a monthly contribution.
B) While keeping within her risk tolerance, maximize the equity component of her RRSP and TFSA plans in order to achieve significantly better returns over time.
C) Repay the final four annual installments remaining on her Lifelong Learning Plan and start a monthly contribution plan to her RRSP.
D) Transfer her existing TFSA savings to her RRSP and start a monthly contribution plan.

2. Lex's client, Phillip, has signed an agreement to purchase his uncle's business when his uncle retires in five years for $210,000. Phillip has $175,000 today, how should Lex recommend Philip invest his money?

A) Phillip should purchase a 5-year bond with a rate of 3.75%.
B) Phillip should purchase an equity mutual fund which has had an average return of 6.00% a year for the past five years.
C) Phillip should purchase a 5-year 3.50% annual GIC.
D) Phillip should deposit the funds into a savings account which is currently paying 3.00% per year.

3. A client's portfolio target is 50% equities and 50% fixed income. After a strong equity market, the portfolio is now 68% equities. The client's circumstances and objectives have not changed. What should the planner recommend?

A) Increase equities because recent performance confirms the trend.
B) Move all investments to cash.
C) Stop reviewing the portfolio until retirement.
D) Rebalance toward the target allocation.

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

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

Solutions: