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CSI Applied Financial Planning Certification Exam 1 (AFP) : AFP-Exam-1
- Exam Code: AFP-Exam-1
- Exam Name: Applied Financial Planning Certification Exam 1 (AFP)
- Updated: Oct 12, 2026
- Q&As: 120 Questions and Answers
About CSI AFP-Exam-1 Real Exam
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CSI AFP-Exam-1 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Risk Management and Insurance | 12% | - Disability and Health Insurance - Life Insurance - Risk Assessment - Risk Transfer Strategies |
| Topic 2: Asset and Liability Management | 11% | - Debt Management - Cash Flow Management - Budgeting - Personal Balance Sheet Analysis |
| Topic 3: Investment Planning | 17% | - Portfolio Construction - Investment Theory - Asset Allocation - Investment Products |
| Topic 4: Tax Planning | 14% | - Tax-Efficient Strategies - Income Tax Fundamentals - Registered Plans - Tax Deductions and Credits |
| Topic 5: Retirement Planning | 17% | - Retirement Needs Analysis - Registered Retirement Savings Plans - Retirement Income Strategies - Pension Plans |
| Topic 6: Estate Planning | 13% | - Powers of Attorney - Trust and Beneficiary Planning - Estate Transfer Strategies - Wills |
| Topic 7: Client Relationship and Practice Management | 6% | - Client Discovery - Practice Management - Communication and Advisory Process |
| Topic 8: Professional Conduct and Regulatory Compliance | 10% | - Regulatory Requirements - Compliance Responsibilities - Ethics and Professional Standards |
CSI Applied Financial Planning Certification Exam 1 (AFP) Sample Questions:
Question #1
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 an equity mutual fund which has had an average return of 6.00% a year for the past five years.
- B. Phillip should deposit the funds into a savings account which is currently paying 3.00% per year.
- C. Phillip should purchase a 5-year 3.50% annual GIC.
- D. Phillip should purchase a 5-year bond with a rate of 3.75%.
Correct Answer: D 🗳️
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Question #2
Sarah Jones is an incorporated owner of a successful manufacturing company. She currently has a large month to month cash flow surplus. This is expected to continue until she retires in seven years. Her personal mortgage is up for renewal. She needs to borrow $50,000 so that she can replace a piece of equipment that is needed in the manufacturing process. She would like a solution that results in paying the lowest interest cost over the life of the loan. Which loan product should the financial planner recommend to Sarah? Assume monthly compounding for all products and no pre-payment options.
- A. Refinanced personal mortgage with an interest rate of 1.35% and a 25-year amortization period.
- B. Secured corporate loan with an interest rate of 5.25% and a 5-year amortization period.
- C. Corporate mortgage with an interest rate of 2.25% and a 25-year amortization period.
- D. Home equity line of credit with an interest rate of 3.75% and a 7-year interest-only payment with an end-of-term balloon payment.
Correct Answer: B 🗳️
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Question #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 estate freeze is in place, no future growth of the assets can occur.
- B. It is easy to unwind an estate freeze, but the amount of income paid to the taxpayer will be inconsistent from year to year.
- C. The preferred shares taken back by the taxpayer may provide inadequate Income because of inflation.
- D. Once the children hold the common shares, they can vote to withhold payment of the preferred dividend.
Correct Answer: C 🗳️
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Question #4
Edward's client is updating his will and is concerned what will happen to his and his wife's estates should they die within a short time of each other. Which clause in the will should Edward recommend the couple discuss with their lawyer?
- A. Successor.
- B. Survivorship.
- C. Life interest.
- D. Conversion.
Correct Answer: B 🗳️
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Question #5
Bill is reviewing his credit bureau after being declined for a loan. He believes a loan that does not belong to him is appearing on the report. Which section should he review most closely?
- A. Personal identification only.
- B. Account history or trade lines.
- C. Inquiries.
- D. Public record information.
Correct Answer: B 🗳️
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