Exam Name: Applied Financial Planning Certification Exam 1 (AFP)
Certification Provider: CSI
Corresponding Certification: Canadian Securities Course
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Updated: Sep 17, 2026
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CSI AFP-Exam-1 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Topic 1: Investment Planning | - Investment products and risk-return profiles - Asset allocation and portfolio basics |
| Topic 2: Taxation Concepts | - Tax-efficient investment strategies - Personal income tax principles |
| Topic 3: Insurance and Risk Management | - Risk mitigation strategies in financial planning - Life and health insurance fundamentals |
| Topic 4: Financial Planning Foundations | - Financial planning process and client relationship management - Ethics and professional standards in financial advising |
| Topic 5: Retirement Planning | - Retirement savings vehicles and planning principles |
CSI Applied Financial Planning Certification Exam 1 (AFP) Sample Questions:
Evan meets with his financial planner to review his concerns around inflation and its impact on his TFSA investment portfolio. His financial planner researches the current holdings and recommends that he sells one of the portfolio's equity funds. Which replacement option should the financial planner recommend to Evan?
- A. Real estate investment trusts.
- B. Treasury bills.
- C. Gold bullion.
- D. Guaranteed investment certificates.
Correct Answer: A 🗳️
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Two shareholders sign a buy-sell agreement requiring the surviving shareholder to purchase the deceased shareholder's shares at fair market value. What planning tool most directly funds the death-triggered purchase obligation?
- A. A personal line of credit in the surviving shareholder's name only.
- B. Travel accident insurance.
- C. A shareholder RRSP.
- D. Corporate-owned or cross-owned life insurance.
Correct Answer: D 🗳️
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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. Account history or trade lines.
- B. Personal identification only.
- C. Inquiries.
- D. Public record information.
Correct Answer: A 🗳️
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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. Advise Stewart of his licensing category, provinces and territories of registration, as well as dealer name.
- B. Place a buy order for the mutual fund on his workstation.
- C. Distribute the simplified prospectus and annual report relevant to the recommended fund.
- D. Provide Stewart with the fund facts document relevant to the recommended fund.
Correct Answer: D 🗳️
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If a deceased person was entitled to rights or things at death, what strategy should the estate representative use to enhance the net estate value after tax?
- A. File for annual tax reassessments on the terminal tax return until all rights or things are paid.
- B. Transfer ownership of the rights or things to the beneficiaries of the estate.
- C. Include the rights or things in the deceased's final personal tax return.
- D. Include the rights or things in a second personal tax return for the deceased.
Correct Answer: D 🗳️
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