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CSI AFP-Exam-1 Exam Syllabus Topics:

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

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

2. Bruna is a senior financial planner. At 4 p.m. on Friday afternoon (an hour before closing), her manager asks her to complete the following:
Fix a mutual fund trade that was entered incorrectly by a junior financial planner.
Call her client to advise him that his account is overdrawn, and the bank will refuse recent payments unless he credits the account before 5 p.m.
Bruna determines she can only complete one of the two tasks before the end of the business day. How should Bruna address her supervisor's request?

A) Bruna should let the client's payments bounce since the client is unable to manage his cash flow and Bruna should prioritize correcting the trade.
B) Stay after hours until she completes both tasks.
C) Bruna should prioritize the client with the overdrawn account since he is one of her clients. She should then reverse the incorrect trade the following business day.
D) Ask the manager which of the two problems should be prioritized. Then ask the manager to delegate the other task to a colleague.

3. Bill was recently declined for a loan application at his financial institution, and he is concerned that a liability has been added to his credit bureau that does not belong to him. He asks his financial planner to review his credit bureau with him to help him identify why he may have been declined. Which area of the credit bureau might his financial planner advise Bill to review?

A) Account history.
B) Public record information.
C) Number of previous declines.
D) Inquiries.

4. Bellamy, a registrant, recently prepared a financial plan for Stewart. As part of the plan, he recommended an asset allocation mutual fund that aligns with Stewart's Know Your Client and suitability. Stewart trusts Bellamy, accepts his recommendations, and is ready to provide purchase instructions. What next step should Bellamy complete in order to implement the strategy?

A) Place a buy order for the mutual fund on his workstation.
B) Distribute the simplified prospectus and annual report relevant to the recommended fund.
C) Provide Stewart with the fund facts document relevant to the recommended fund.
D) Advise Stewart of his licensing category, provinces and territories of registration, as well as dealer name.

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

Solutions: