AFP-Exam-1 : Applied Financial Planning Certification Exam 1 (AFP)

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CSI Applied Financial Planning Certification Exam 1 (AFP) 認定 AFP-Exam-1 試験問題:

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

2. William and Jennifer are selling their business which qualifies as a Canadian-controlled private corporation.
When the sale is complete at the end of this year, William and Jennifer will each receive $4 million for their common shares which have nominal cost. Jennifer has unused capital losses from previous years. They are meeting with Laurel, their financial planner, to discuss the tax implications of the sale. Based on the information provided, what should Laurel recommend to William and Jennifer so that they are best able to make use of the Lifetime Capital Gains Exemption?

A) Only William should claim 100% of the exemption.
B) They should each claim 50% of the exemption.
C) They should each claim 100% of the exemption.
D) Only Jennifer should claim 100% of the exemption.

3. Jelena, age 32, is single and works as a partner in a law firm. She is meeting with her financial planner, May, as she would like to start investing. Her friend John talks about hot sectors in the stock markets and has recently brought up the cannabis sector. She has done some reading about this sector and is willing to experience large decline in her investments. Jelena also mentioned to May that she believes in high long-term returns. What conclusion can May draw based on their discussions about the stock market and Jelena's expectations?

A) Jelena has good investment knowledge and experience.
B) Jelena has limited investment knowledge but good experience.
C) Jelena has limited Investment knowledge and experience.
D) Jelena has good investment knowledge but low experience.

4. Rosa has just learned that her daughter Marissa, age 23, does not intend to return to university. She has been saving for her daughter's education since Marissa was 10 and is concerned there will be a significant tax liability. How should Rosa's financial planner advise her to utilize the funds when she redeems the RESP in order to offset the tax liability?

A) Deposit the full balance into her own RRSP.
B) Deposit the growth into her own RRSP.
C) Deposit the growth into her daughter's RRSP.
D) Deposit the full balance into her daughter's RRSP.

5. How should Jenny, a financial planner, explain the benefits of a fee for service method of compensation to a prospective client?

A) The planner is compensated based on the quality of the financial plan.
B) The planner is able to charge a higher fee based on the complexity of products sold.
C) The planner has no incentive to recommend one product that provides higher compensation over another product with lower compensation.
D) The planner is compensated solely on the performance of the investment portfolio established by the planner for the client.

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