CSI : AFP-Exam-1 Questions & Answers
Last Updated: Oct 12, 2026
No. of Questions: 120 Questions & Answers with Testing Engine
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Study shouldn't wait for a desk. The CSI Applied Financial Planning Certification Exam 1 (AFP) online APP from ActualTorrent installs on all your devices — PC, tablet, phone — so 120 practice questions fit 2026 life anywhere, anytime.
CSI AFP-Exam-1 Exam Overview:
| Certification Vendor: | Canadian Securities Institute (CSI) |
|---|---|
| Exam Name: | Applied Financial Planning Certification Exam 1 (AFP) |
| Exam Number: | AFP-Exam-1 |
| Exam Format: | Multiple Choice, Computer-Based Examination |
| Available Languages: | English |
| Certificate Validity Period: | Used toward PFP® certification requirements; ongoing designation maintenance requirements apply after certification |
| Related Certifications: | Personal Financial Planner (PFP®) |
| Real Exam Qty: | 105 |
| Exam Duration: | 180 minutes |
| Exam Price: | USD 550 |
| Passing Score: | 60% |
| Sample Questions: | DOWNLOAD DEMO |
| Exam Way: | Computer-based examination administered through CSI-authorized testing arrangements; AFP Exam 1 is a multiple-choice examination. |
| Pre Condition: | Candidates must complete a CSI-approved education pathway and meet AFP examination eligibility requirements before enrolment. |
| Official Syllabus URL: | https://www.csi.ca/en/learning/courses/afp |
CSI AFP-Exam-1 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Risk Management and Insurance | 12% | - Risk Transfer Strategies - Disability and Health Insurance - Risk Assessment - Life Insurance |
| Topic 2: Professional Conduct and Regulatory Compliance | 10% | - Regulatory Requirements - Compliance Responsibilities - Ethics and Professional Standards |
| Topic 3: Asset and Liability Management | 11% | - Cash Flow Management - Budgeting - Debt Management - Personal Balance Sheet Analysis |
| Topic 4: Client Relationship and Practice Management | 6% | - Client Discovery - Practice Management - Communication and Advisory Process |
| Topic 5: Retirement Planning | 17% | - Retirement Needs Analysis - Pension Plans - Registered Retirement Savings Plans - Retirement Income Strategies |
| Topic 6: Investment Planning | 17% | - Asset Allocation - Investment Products - Investment Theory - Portfolio Construction |
| Topic 7: Estate Planning | 13% | - Wills - Estate Transfer Strategies - Trust and Beneficiary Planning - Powers of Attorney |
| Topic 8: Tax Planning | 14% | - Tax-Efficient Strategies - Registered Plans - Tax Deductions and Credits - Income Tax Fundamentals |
What Candidates Ask About the CSI AFP-Exam-1 Exam
The CSI Applied Financial Planning Certification Exam 1 (AFP) blueprint spans 8 domains — including Asset and Liability Management (11%), Estate Planning (13%), Retirement Planning (17%). Spend your hours where the percentages are; the full outline above lists every subtopic.
USD 550 per attempt, 60% to pass. Retakes bill the full fee again, so make the first attempt the prepared one — rehearse with the 120 practice questions from ActualTorrent until the mark is comfortably behind you.
180 minutes for 105 questions. Train the pace, don't guess it: the ActualTorrent software and online engines simulate the real test scene and score your performance, so exam day holds no surprises.
Candidates must complete a CSI-approved education pathway and meet AFP examination eligibility requirements before enrolment. Vendors adjust eligibility rules over time — verify the current requirements on the official page (official AFP-Exam-1 exam page) before registering.
Files first: payment triggers an automatic email within a minute — download on unlimited devices, and contact our round-the-clock team if nothing arrives within 2 hours (check spam). Failure is covered: take the corresponding AFP-Exam-1 exam within 60 days of purchase, and if you don't pass, email a scanned enrollment slip plus the official Score Report PDF within 2 days of the exam — we handle it quickly, with the full refund processed within 7 days. Exclusions: exams within 3 days of purchase, candidate names that don't match the payer, and free or expired products. You may instead exchange for two equal-value products free.
Yes — download the free CSI Applied Financial Planning Certification Exam 1 (AFP) demo and inspect real questions before paying. Your purchase then stays valid for 365 days with free updates throughout, renewable afterward at 50% off.
The CSI Applied Financial Planning Certification Exam 1 (AFP) is CSI's official exam for the Canadian Securities Course certification, at the Professional level. It validates practical, job-relevant skills — which is why employers shortlist certified candidates. Related credentials include Personal Financial Planner (PFP®).
CSI Applied Financial Planning Certification Exam 1 (AFP) Sample Questions:
Evan meets with his financial planner to review his concerns around inflation and its impact on his TFSA investment portfolio. His financial planner researches the current holdings and recommends that he sells one of the portfolio's equity funds. Which replacement option should the financial planner recommend to Evan?
- A. Treasury bills.
- B. Guaranteed investment certificates.
- C. Real estate investment trusts.
- D. Gold bullion.
Correct Answer: C 🗳️
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Sunil and Shashi are married and both age 45. Each is the personal care Power of Attorney (POA) for the other. They have no children. Shashi would like to revise the personal care POA to ensure that it reflects her medical wishes. How should their financial planner advise Shashi to help her achieve her goal?
- A. Appoint an alternate POA for personal care.
- B. Utilize her last will and testament.
- C. Appoint someone other than Sunil as her POA for personal care.
- D. Utilize a living will.
Correct Answer: D 🗳️
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Ram Patel, age 65, is meeting with his financial planner, Maria Romano, to complete a financial plan. Ram is retiring this year, and his company provides a defined benefit pension plan. Upon retirement, he has the choice of receiving $20,000 each year for 20 years or until death (whichever is earlier), or he can take
$304,300, which is the commuted value at retirement. Ram has confirmed that he will be transferring the commuted value to a LIRA. After further discovery, Maria suggests that they utilize a 5% market rate of return and project the funds to last 25 years. What should Maria update Ram's projected annual retirement income to?
- A. $20,000.
- B. $21,591.
- C. $24,418.
- D. $21,000.
Correct Answer: B 🗳️
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Bill is reviewing his credit bureau after being declined for a loan. He believes a loan that does not belong to him is appearing on the report. Which section should he review most closely?
- A. Account history or trade lines.
- B. Inquiries.
- C. Public record information.
- D. Personal identification only.
Correct Answer: A 🗳️
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Carla, a financial planner, is meeting with a long-standing client, Jonathan. Jonathan informs Carla that he is upset and disappointed with the negative returns experienced with his investment portfolio. After acknowledging Jonathan's concerns, what should Carla's first step be in addressing his complaint?
- A. Revisit Jonathan's goals, objectives and risk tolerance with him.
- B. Offer alternative investment options in line with Jonathan's risk tolerance.
- C. Remind Jonathan that investing is a long-term process and losses will likely be recovered.
- D. Remind Jonathan about the risks associated with investing, as well as the possible volatility and impact on investment returns.
Correct Answer: A 🗳️
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