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

1. A retiree holds most of her investments in interest-bearing GICs inside a non-registered account while her TFSA is invested in cash. She has unused TFSA room and wants to improve after-tax efficiency without increasing total portfolio risk materially. What should the planner consider?

A) Borrowing to invest in the non-registered account.
B) Moving all assets into speculative equities.
C) Holding more interest-bearing assets inside the TFSA.
D) Withdrawing RRIF minimums and gifting them immediately.

2. Ali wishes to retire in five years. His financial planner calculates that he needs to save an additional $40,000 to meet his retirement income objectives. What would Ali's financial planner advise him to do in order to meet his retirement income objectives?

A) Invest more in equity market to achieve a higher return.
B) Reduce current expenses.
C) Take out a mortgage to invest and fund some of the retirement income shortage.
D) Purchase a whole-life insurance and invest within the policy.

3. Miles tells Rasheed, his financial planner, that he would like to assign the growth assets in his portfolio to his children. Rasheed recommends Miles freeze his estate. What is the primary risk associated with an estate freeze?

A) Once the children hold the common shares, they can vote to withhold payment of the preferred dividend.
B) The preferred shares taken back by the taxpayer may provide inadequate Income because of inflation.
C) Once the estate freeze is in place, no future growth of the assets can occur.
D) It is easy to unwind an estate freeze, but the amount of income paid to the taxpayer will be inconsistent from year to year.

4. Lex's client, Phillip, has signed an agreement to purchase his uncle's business when his uncle retires in five years for $210,000. Phillip has $175,000 today, how should Lex recommend Philip invest his money?

A) Phillip should purchase a 5-year bond with a rate of 3.75%.
B) Phillip should purchase a 5-year 3.50% annual GIC.
C) Phillip should purchase an equity mutual fund which has had an average return of 6.00% a year for the past five years.
D) Phillip should deposit the funds into a savings account which is currently paying 3.00% per year.

5. William and Jennifer are selling their business which qualifies as a Canadian-controlled private corporation.
When the sale is complete at the end of this year, William and Jennifer will each receive $4 million for their common shares which have nominal cost. Jennifer has unused capital losses from previous years. They are meeting with Laurel, their financial planner, to discuss the tax implications of the sale. Based on the information provided, what should Laurel recommend to William and Jennifer so that they are best able to make use of the Lifetime Capital Gains Exemption?

A) Only William should claim 100% of the exemption.
B) They should each claim 100% of the exemption.
C) Only Jennifer should claim 100% of the exemption.
D) They should each claim 50% of the exemption.

Solutions: