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

1. Matias is working on estate planning recommendations for his client Cynthia. After a recent meeting, Matias is confident that an estate freeze would be the best option for her. Which factor would have determined that the estate freeze was the best recommendation for him to give Cynthia?

A) The economy is about to enter a period of hyper-inflation.
B) She requires flexibility in updating beneficiaries.
C) She can afford to live on a fixed stream of income.
D) Her children have higher marginal tax rates than her.

2. Richard reviewed his divorce settlement from his partner Alex with his advisor Maria. He is deciding between providing a lump sum spousal support payment of $60,000 or making monthly payments. If Richard's income is $200,000 and Alex's income is $40,000, what should Maria advise Richard about the tax implications for both Richard and Alex in regard to the lump sum payment?

A) Richard will deduct the payment and pay taxes on the remaining $140,000 of income, and Alex will pay taxes on the lump-sum payment of $60,000.
B) Richard will deduct half of the lump-sum support payment and pay taxes on the remaining $170,000 of income and Alex will claim the other half of the lump-sum support payment in addition to his earned Income of $40,000.
C) Richard will deduct the payment and pay taxes on the remaining $140,000 of income and Alex will pay taxes only on his earned income of $40,000.
D) Richard will pay taxes on the entirety of the $200,000 and Alex will pay taxes only on his earned income of $40,000.

3. A client wants a policy that pays a lump sum if she is diagnosed with a covered serious illness and survives the required waiting period. Which product matches this need?

A) Disability insurance.
B) Accidental death insurance.
C) Long-term care insurance.
D) Critical illness insurance.

4. Bruna is a senior financial planner. At 4 p.m. on Friday afternoon (an hour before closing), her manager asks her to complete the following:
Fix a mutual fund trade that was entered incorrectly by a junior financial planner.
Call her client to advise him that his account is overdrawn, and the bank will refuse recent payments unless he credits the account before 5 p.m.
Bruna determines she can only complete one of the two tasks before the end of the business day. How should Bruna address her supervisor's request?

A) Ask the manager which of the two problems should be prioritized. Then ask the manager to delegate the other task to a colleague.
B) Bruna should let the client's payments bounce since the client is unable to manage his cash flow and Bruna should prioritize correcting the trade.
C) Stay after hours until she completes both tasks.
D) Bruna should prioritize the client with the overdrawn account since he is one of her clients. She should then reverse the incorrect trade the following business day.

5. In which life cycle stage would a financial planner identify his client to be if they have a high mortgage balance and an unstable or lower income, and are willing to take on investment risk because of their longer time horizon?

A) Consolidation.
B) Financial independence.
C) Accumulation.
D) Gifting.

Solutions: