CSI AFP-Exam-1 : Applied Financial Planning Certification Exam 1 (AFP)
- Exam Code: AFP-Exam-1
- Exam Name: Applied Financial Planning Certification Exam 1 (AFP)
- Updated: Sep 17, 2026
- Q & A: 120 Questions and Answers
About CSI AFP-Exam-1 Exam
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CSI AFP-Exam-1 Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Topic 1: Taxation Concepts | - Personal income tax principles - Tax-efficient investment strategies |
| Topic 2: Financial Planning Foundations | - Financial planning process and client relationship management - Ethics and professional standards in financial advising |
| Topic 3: Insurance and Risk Management | - Life and health insurance fundamentals - Risk mitigation strategies in financial planning |
| Topic 4: Investment Planning | - Investment products and risk-return profiles - Asset allocation and portfolio basics |
| Topic 5: Retirement Planning | - Retirement savings vehicles and planning principles |
CSI Applied Financial Planning Certification Exam 1 (AFP) Sample Questions:
John and Jerry's financial planner have recommended they review their budget. What is the primary purpose of the budget?
- A. To determine which expenses to reduce or eliminate.
- B. To determine the TDS.
- C. To understand cash inflows and outflows each year.
- D. To create a savings plan.
Correct Answer: C 🗳️
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What information is least important for Harry as a financial planner in his assessment for insurance coverage for his client with respect to estate planning purposes?
- A. Age.
- B. Work location.
- C. Income.
- D. FMV of non-principal residence.
Correct Answer: B 🗳️
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A client completed a financial plan two years ago. Since then, she has divorced, changed jobs, and purchased a new home. What is the planner's most appropriate recommendation?
- A. Wait until the original five-year review date.
- B. Review only the investment portfolio because the plan already exists.
- C. Update the file only if the client requests new products.
- D. Conduct a comprehensive review of goals, cash flow, insurance, tax, retirement, and estate planning.
Correct Answer: D 🗳️
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Henri and Jessica have recently moved in together and Henri has been helping Jessica with her investments.
Jessica names Henri trading authority on her TFSA. Henri calls their financial planner requesting to make Jessica's TFSA contribution for this year but first requests the overall balance in Jessica's bank accounts (TFSA, high yield savings, chequing) to know if this is possible. What action would be most appropriate for their financial planner to take?
- A. Allow Henri to make the contribution from his account, but do not disclose the balance.
- B. Provide Henri with the balance since he has authority over the account.
- C. Recommend they establish an enduring power of attorney over Jessica.
- D. Advise Henri that Jessica should contact the financial planner directly.
Correct Answer: D 🗳️
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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. Guaranteed investment certificates.
- C. Treasury bills.
- D. Gold bullion.
Correct Answer: A 🗳️
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