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CSI AFP-Exam-1 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Client Relationship and Practice Management | 6% | - Client Discovery - Communication and Advisory Process - Practice Management |
| Tax Planning | 14% | - Income Tax Fundamentals - Tax-Efficient Strategies - Tax Deductions and Credits - Registered Plans |
| Risk Management and Insurance | 12% | - Risk Transfer Strategies - Life Insurance - Risk Assessment - Disability and Health Insurance |
| Professional Conduct and Regulatory Compliance | 10% | - Compliance Responsibilities - Ethics and Professional Standards - Regulatory Requirements |
| Investment Planning | 17% | - Asset Allocation - Portfolio Construction - Investment Theory - Investment Products |
| Retirement Planning | 17% | - Retirement Income Strategies - Pension Plans - Retirement Needs Analysis - Registered Retirement Savings Plans |
| Asset and Liability Management | 11% | - Debt Management - Personal Balance Sheet Analysis - Budgeting - Cash Flow Management |
| Estate Planning | 13% | - Wills - Estate Transfer Strategies - Powers of Attorney - Trust and Beneficiary Planning |
CSI Applied Financial Planning Certification Exam 1 (AFP) Sample Questions:
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 is a non-legally binding contract that outlines the business relationship between the clients and the financial institution.
- B. The client agreement letter sets expectation for the partnership between, the client, the financial planner and their partners.
- C. The client agreement letter outlines the overall investment strategy that is being recommended by Mary to Michael and Radha.
- D. The client agreement outlines the specific financial planning strategies that will be implemented to help both Michael and Radha achieve their financial goals.
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A financial planner recently started her new role at the bank and decided to create a checklist when meeting with prospects. She wanted to include one item on the checklist that would allow her to understand her clients' tolerance for risk. What information should she add, that will help her achieve this objective?
- A. Previous financial plan.
- B. Tax returns.
- C. Life insurance policy.
- D. Qualitative questionnaire.
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A financial planner, Rachel, is preparing to recommend a discretionary portfolio manager to her client. The portfolio manager is owned by Rachel's former employer, and Rachel receives no referral fee. However, the former employer regularly sends new clients to Rachel's practice. What should Rachel do before making the recommendation?
- A. Disclose the relationship and the potential conflict before the client decides.
- B. Proceed because no monetary referral fee is paid.
- C. Recommend the manager only if the client signs a risk acknowledgement form.
- D. Avoid discussing the portfolio manager and let the client find one independently.
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Rob, age 42, is married with three children in elementary school. He works as an operations supervisor at a small manufacturing company, earning $70,000 annually. Rob asks his financial planner, Wendy, to liquidate his GIC investments worth $55,000 in order to use the sale proceeds to purchase a gold stock referred to him by his friend who expects the stock to appreciate significantly. Rob has not purchased stock before. What should be Wendy's reaction to Rob's query?
- A. Refuse the order and tell Rob to manage his own investments.
- B. Delay placing the order, advise Rob to take some time to reconsider.
- C. Refrain from questioning Rob's judgment because the order is unsolicited.
- D. Review Rob's risk tolerance, time horizon, and objectives.
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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. Gifting.
- B. Financial independence.
- C. Accumulation.
- D. Consolidation.
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