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

1. A planner establishes a long-term target portfolio of 65% equities and 35% fixed income based on the client's objectives and constraints, with periodic rebalancing. Which allocation approach is being used?

A) Market timing.
B) Strategic asset allocation.
C) Tactical asset allocation.
D) Speculative allocation.

2. A client asks when his RRSP must generally be converted to a retirement income vehicle. What should the planner explain?

A) Only after all RRSP assets are withdrawn in cash.
B) By the end of the year he turns 71.
C) Only when he stops working.
D) On the day he turns 65.

3. A client sends an email alleging that a mutual fund recommendation was unsuitable because the fund declined sharply after purchase. The client asks for compensation. What is the financial planner's first professional obligation?

A) Promise reimbursement to preserve the relationship.
B) Document the complaint and follow the firm's complaint-handling procedure.
C) Remind the client that all investments can lose money and close the matter.
D) Delete the email if the account forms were signed correctly.

4. 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) Review Rob's risk tolerance, time horizon, and objectives.
B) Refuse the order and tell Rob to manage his own investments.
C) Delay placing the order, advise Rob to take some time to reconsider.
D) Refrain from questioning Rob's judgment because the order is unsolicited.

5. Maya, a financial planner, is meeting with a new client who was recently referred to her. In determining the client's overall risk tolerance, what qualitative data should Maya capture as part of her process?

A) Stock option plan details.
B) Past investment experiences.
C) Personal net worth statement.
D) Annual earnings data.

Solutions: