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CSI AFP-Exam-1 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Estate Planning | 13% | - Powers of Attorney - Estate Transfer Strategies - Trust and Beneficiary Planning - Wills |
| Client Relationship and Practice Management | 6% | - Communication and Advisory Process - Practice Management - Client Discovery |
| Investment Planning | 17% | - Investment Theory - Portfolio Construction - Asset Allocation - Investment Products |
| Professional Conduct and Regulatory Compliance | 10% | - Regulatory Requirements - Compliance Responsibilities - Ethics and Professional Standards |
| Retirement Planning | 17% | - Retirement Income Strategies - Registered Retirement Savings Plans - Retirement Needs Analysis - Pension Plans |
| Risk Management and Insurance | 12% | - Risk Transfer Strategies - Risk Assessment - Disability and Health Insurance - Life Insurance |
| Tax Planning | 14% | - Registered Plans - Tax Deductions and Credits - Tax-Efficient Strategies - Income Tax Fundamentals |
| Asset and Liability Management | 11% | - Debt Management - Cash Flow Management - Personal Balance Sheet Analysis - Budgeting |
CSI Applied Financial Planning Certification Exam 1 (AFP) Sample Questions:
Samantha is meeting with a financial planner for the first time, seeking help with both investing and debt management. She's finding it hard to get ahead because she recently graduated with student debt, started a new career in her field, and is adding credit card debt each month. What recommendation should the financial planner propose?
- A. Samantha should prioritize reducing her student loan debt.
- B. Samantha should review her budget.
- C. Samantha should eliminate her credit card and use her debit card for purchases.
- D. Samantha should set up automatic RRSP payroll deductions.
Correct Answer: B 🗳️
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John and Jerry's financial planner have recommended they review their budget. What is the primary purpose of the budget?
- A. To understand cash inflows and outflows each year.
- B. To create a savings plan.
- C. To determine the TDS.
- D. To determine which expenses to reduce or eliminate.
Correct Answer: A 🗳️
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Mary, an accredited financial planner, recently met with clients Michael and Radha. They are high- net-worth clients who are in their mid-40s. Michael is a heavy equipment operator at a local oil field, and Radha is a homemaker. They are ready to retire in 10 years and very excited to start planning for the next chapter in their lives. Mary explained her planning process, her accreditation, and her remuneration. When Mary presented the client agreement letter, both clients were surprised. They said they did not know why they would sign a letter to get advice on their own finances. How should Mary answer their question?
- A. The client agreement letter outlines the overall investment strategy that is being recommended by Mary to Michael and Radha.
- B. The client agreement letter is a non-legally binding contract that outlines the business relationship between the clients and the financial institution.
- C. The client agreement outlines the specific financial planning strategies that will be implemented to help both Michael and Radha achieve their financial goals.
- D. The client agreement letter sets expectation for the partnership between, the client, the financial planner and their partners.
Correct Answer: D 🗳️
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Sheeba is a financial planner and meeting with Ivana, a new client. She explains that part of her process is to recommend products and services, but prior to doing so, she will closely investigate the options to ensure they match up with Ivana's goals. Which professional responsibility has Sheeba demonstrated to Ivana?
- A. Professionalism.
- B. Objectivity.
- C. Diligence.
- D. Integrity.
Correct Answer: C 🗳️
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What key question should be answered during the recommending strategies stage of the financial planning process?
- A. How and by whom will the planner be compensated?
- B. What are the client's needs and goals?
- C. How can the client achieve her goals?
- D. Are the client's goals feasible?
Correct Answer: C 🗳️
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