- Exam Code: AFP-Exam-1
- Exam Name: Applied Financial Planning Certification Exam 1 (AFP)
- Updated: Nov 09, 2026
- Q & A: 120 Questions and Answers
CSI AFP-Exam-1 Exam : Applied Financial Planning Certification Exam 1 (AFP)
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CSI AFP-Exam-1 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Professional Conduct and Regulatory Compliance | 10% | - Compliance Responsibilities - Ethics and Professional Standards - Regulatory Requirements |
| Topic 2: Risk Management and Insurance | 12% | - Disability and Health Insurance - Risk Transfer Strategies - Life Insurance - Risk Assessment |
| Topic 3: Tax Planning | 14% | - Registered Plans - Tax-Efficient Strategies - Tax Deductions and Credits - Income Tax Fundamentals |
| Topic 4: Client Relationship and Practice Management | 6% | - Communication and Advisory Process - Client Discovery - Practice Management |
| Topic 5: Estate Planning | 13% | - Wills - Estate Transfer Strategies - Powers of Attorney - Trust and Beneficiary Planning |
| Topic 6: Investment Planning | 17% | - Portfolio Construction - Asset Allocation - Investment Products - Investment Theory |
| Topic 7: Asset and Liability Management | 11% | - Debt Management - Cash Flow Management - Personal Balance Sheet Analysis - Budgeting |
| Topic 8: Retirement Planning | 17% | - Registered Retirement Savings Plans - Retirement Needs Analysis - Retirement Income Strategies - Pension Plans |
CSI Applied Financial Planning Certification Exam 1 (AFP) Sample Questions:
Question #1
Tony, a financial planner, is meeting with his client, Howard, age 42. Howard would like to retire in 15 years.
His retirement goal is to have an annual gross income of $30,000 (in today's dollars). He is currently contributing $2,400 each year to his RRSP which is currently worth $275,000. Assume an average annual inflation rate of 3%, rate of return of 4% for the registered assets and a life expectancy to age 90. What will Tony determine as Howard's current surplus/shortfall at retirement?
- A. Shortfall of $16,801.
- B. Shortfall of $20,671.
- C. Surplus of $20,671.
- D. Surplus of $16,801.
Correct Answer: A 🗳️
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Question #2
Lois is reviewing her client Raj's retirement plan. To stay on track, Raj's TFSA (with a current balance of
$10,000) will need to be worth $42,000 in five years. Raj is able to contribute his annual bonus of $5,000 at the end of each year. For Raj to stay on plan, what rate of return does Lois need to be targeting?
- A. 7.67%.
- B. 6.36%.
- C. 5.64%.
- D. 5.71%.
Correct Answer: B 🗳️
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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. Straight life annuity.
- B. Multi-mandate managed.
- C. Discretionary fee-based.
- D. Separately managed.
Correct Answer: A 🗳️
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Question #4
A retiree receives income-tested benefits and needs occasional withdrawals for vacations and home repairs.
Which account is generally most efficient for withdrawals that do not increase taxable income?
- A. RRSP.
- B. TFSA.
- C. Non-registered interest-bearing GIC.
- D. RRIF.
Correct Answer: B 🗳️
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Question #5
Keitaro, age 42, and Ruth, age 52, are married and have two children - Maximo, age 20, and Hannah, age 16, both from Keitaro's previous marriage. In the event Keitaro dies, he would like to minimize taxes, provide for Ruth for the remainder of her life, and then after her death leave the residual to his children. What estate planning strategy should his financial planner recommend to help Keitaro achieve his goal?
- A. Transfer his assets to a testamentary spousal trust through a will and name his children as income and capital beneficiaries.
- B. Transfer his assets to an inter vivos spousal trust through a will and name his children as capital beneficiaries.
- C. Transfer his assets to an inter vivos spousal trust through a will and name his children as income and capital beneficiaries.
- D. Transfer his assets to a testamentary spousal trust through a will and name his children as capital beneficiaries.
Correct Answer: D 🗳️
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