CSI : AFP-Exam-1 Questions & Answers
Updated: Sep 02, 2026
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CSI AFP-Exam-1 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Financial Planning Foundations | - Financial planning process and client relationship management - Ethics and professional standards in financial advising |
| Retirement Planning | - Retirement savings vehicles and planning principles |
| Insurance and Risk Management | - Life and health insurance fundamentals - Risk mitigation strategies in financial planning |
| Taxation Concepts | - Personal income tax principles - Tax-efficient investment strategies |
| Investment Planning | - Investment products and risk-return profiles - Asset allocation and portfolio basics |
CSI Applied Financial Planning Certification Exam 1 (AFP) Sample Questions:
Question 1
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. To take effect at the time of his passing.
B. At the same time as gifting the company.
C. One month prior to gifting the company.
D. Immediately.
Question 2
Barbara, age 50, is meeting with her financial planner, Clark. Barbara has been hired as the Chief Executive Officer of a very successful privately owned business. Her salary will be $200,000 annually, plus a bonus.
Which retirement savings option should Clark recommend for Barbara?
A. A deferred profit-sharing plan.
B. A retirement compensation arrangement.
C. An individual pension plan.
D. A defined benefit plan.
Question 3
Jimi and Macy, both age 26, consider themselves risk averse. After reviewing their budget with their financial planner, they discovered that they have a negative cash flow every couple of months due to their discretionary spending habits. What would be an appropriate strategy for their financial planner to recommend to the couple to manage their negative cash flow?
A. Setup joint TFSA and pre-authorized contribution.
B. Setup individual TFSA and pre-authorized contribution.
C. Setup individual personal line of credit and pre-authorized contribution in individual non-registered account.
D. Setup joint personal line of credit and pre-authorized contribution in a joint non-registered account.
Question 4
Rosa has just learned that her daughter Marissa, age 23, does not intend to return to university. She has been saving for her daughter's education since Marissa was 10 and is concerned there will be a significant tax liability. How should Rosa's financial planner advise her to utilize the funds when she redeems the RESP in order to offset the tax liability?
A. Deposit the full balance into her daughter's RRSP.
B. Deposit the growth into her daughter's RRSP.
C. Deposit the growth into her own RRSP.
D. Deposit the full balance into her own RRSP.
Question 5
A married couple has a $480,000 mortgage with 15 years remaining. They want the mortgage retired if either spouse dies during that period. What insurance structure best fits this objective?
A. Individual annuities for both spouses.
B. Joint 15-year term first-to-die policy.
C. Joint 15-year term last-to-die policy.
D. Joint permanent last-to-die policy.
Solutions:
| Question 1 Answer: D | Question 2 Answer: C | Question 3 Answer: B | Question 4 Answer: C | Question 5 Answer: B |
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