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CSI AFP-Exam-1 Exam Syllabus Topics:

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

Question 1

Interest rates are expected to rise sharply. Which fixed-income security would normally have the highest price sensitivity to that change, all else equal?

A. Floating-rate note.
B. Twenty-year zero-coupon bond.
C. Six-month treasury bill.
D. High-interest savings account.

Question 2

A client wants to increase net worth by identifying spending reductions and increasing monthly surplus.
Which document is most useful for this purpose?

A. Net worth statement only.
B. Beneficiary designation form.
C. Current cash flow statement and budget.
D. Investment policy statement only.

Question 3

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

Question 4

Sheeba is a financial planner and meeting with Ivana, a new client. She explains that part of her process is to recommend products and services, but prior to doing so, she will closely investigate the options to ensure they match up with Ivana's goals. Which professional responsibility has Sheeba demonstrated to Ivana?

A. Diligence.
B. Objectivity.
C. Integrity.
D. Professionalism.

Question 5

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. An individual pension plan.
B. A defined benefit plan.
C. A deferred profit-sharing plan.
D. A retirement compensation arrangement.

Solutions: