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

1. Jonah is meeting with his client, Muhsina, who owns Myke Inc., a Canadian-controlled private corporation.
Based on current market value, if he decides to sell Myke Inc., Muhsina will have a capital gain of $400.000.
He expects the value of Myke Inc. to increase in future years and has a CNIL balance of $100,000. He wants the future increase in value to be taxed in the hands of his children, Teshi and Kaliyah, and to minimize the cost. What action should Jonah advise Muhsina to take to meet his goal?

A) Set up a joint account with Teshi and Kaliyah.
B) Sell #### Inc. to his children for $1.
C) Sell #### Inc. to his children at fair market value.
D) Set up a joint account with Teshi.

2. Francois and Brigitte are meeting with their financial planner, Robin. They would like to ensure that if one of them were to die suddenly that their mortgage would be paid in full. Their current mortgage has an outstanding balance of $400,000 with 10 years remaining. The couple are in good health and have a well- balanced financial plan that focuses on debt reduction and savings. Which type of insurance policy should Robin recommend to assist the couple in meeting their objective?

A) Joint whole life first-to-die policy.
B) Joint whole life last-to-die policy.
C) Joint 10-year term last-to-die policy.
D) Joint 10-year term first-to-die policy.

3. Janet's non-registered account holds the funds listed in the following table:

Assuming a marginal tax rate of 45%, what amount of tax payable will Janet incur if she redeems the account to fund the purchase of a new business?

A) $5,625.
B) $4,500.
C) $9,000.
D) $6,750.

4. 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 review her budget.
B) Samantha should eliminate her credit card and use her debit card for purchases.
C) Samantha should prioritize reducing her student loan debt.
D) Samantha should set up automatic RRSP payroll deductions.

5. Suzy, age 45, is meeting with a financial planner as she has recently inherited $1.25 million from her late aunt. Suzy has poor spending habits and would like to review options that would safeguard and help her receive stable cash flows. She does not have a lot of experience investing and would like to avoid making day- to-day investment decisions. Which type of investment account is most appropriate for Suzy?

A) Separately managed.
B) Multi-mandate managed.
C) Straight life annuity.
D) Discretionary fee-based.

Solutions: