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

1. Richard pays periodic spousal support and child support under a written separation agreement. Which statement is generally correct?

A) Child support is taxable to the recipient if paid monthly.
B) Qualifying periodic spousal support may be deductible to Richard and taxable to the recipient, while child support is generally neither deductible nor taxable.
C) Both spousal and child support are always deductible to Richard.
D) Spousal support is never relevant for tax planning.

2. Francois and Brigitte are meeting with their financial planner, Robin. They would like to ensure that if one of them were to die suddenly that their mortgage would be paid in full. Their current mortgage has an outstanding balance of $400,000 with 10 years remaining. The couple are in good health and have a well- balanced financial plan that focuses on debt reduction and savings. Which type of insurance policy should Robin recommend to assist the couple in meeting their objective?

A) Joint whole life last-to-die policy.
B) Joint 10-year term last-to-die policy.
C) Joint whole life first-to-die policy.
D) Joint 10-year term first-to-die policy.

3. A client says she can emotionally tolerate a 30% portfolio decline, but she needs the money in 18 months for a home down payment and has no other savings. What should the planner conclude?

A) Her high tolerance automatically supports an all-equity portfolio.
B) Her tax bracket determines that equities are required.
C) Her investment experience is the only relevant factor.
D) Her risk capacity is low despite her stated tolerance.

4. A client realizes a $16,000 capital loss on one non-registered investment and a $28,000 capital gain on another non-registered investment in the same year. How should the loss be treated?

A) It is applied against capital gains to reduce the net capital gain.
B) It is ignored because losses have no tax value.
C) It becomes a refundable tax credit.
D) It is deducted directly against employment income.

5. Barbara, age 50, is meeting with her financial planner, Clark. Barbara has been hired as the Chief Executive Officer of a very successful privately owned business. Her salary will be $200,000 annually, plus a bonus.
Which retirement savings option should Clark recommend for Barbara?

A) A retirement compensation arrangement.
B) A deferred profit-sharing plan.
C) A defined benefit plan.
D) An individual pension plan.

Solutions: