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

1. A financial planner, Rachel, is preparing to recommend a discretionary portfolio manager to her client. The portfolio manager is owned by Rachel's former employer, and Rachel receives no referral fee. However, the former employer regularly sends new clients to Rachel's practice. What should Rachel do before making the recommendation?

A) Avoid discussing the portfolio manager and let the client find one independently.
B) Proceed because no monetary referral fee is paid.
C) Disclose the relationship and the potential conflict before the client decides.
D) Recommend the manager only if the client signs a risk acknowledgement form.

2. Richard reviewed his divorce settlement from his partner Alex with his advisor Maria. He is deciding between providing a lump sum spousal support payment of $60,000 or making monthly payments. If Richard's income is $200,000 and Alex's income is $40,000, what should Maria advise Richard about the tax implications for both Richard and Alex in regard to the lump sum payment?

A) Richard will deduct half of the lump-sum support payment and pay taxes on the remaining $170,000 of income and Alex will claim the other half of the lump-sum support payment in addition to his earned Income of $40,000.
B) Richard will pay taxes on the entirety of the $200,000 and Alex will pay taxes only on his earned income of $40,000.
C) Richard will deduct the payment and pay taxes on the remaining $140,000 of income and Alex will pay taxes only on his earned income of $40,000.
D) Richard will deduct the payment and pay taxes on the remaining $140,000 of income, and Alex will pay taxes on the lump-sum payment of $60,000.

3. 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) Inquiries.
B) Personal identification only.
C) Account history or trade lines.
D) Public record information.

4. A client wants to state her wishes about medical treatment if she becomes incapable of communicating.
Which document is most directly relevant?

A) Trade authorization form.
B) Net worth statement.
C) Investment policy statement.
D) Living will or personal care directive.

5. Ram Patel, age 65, is meeting with his financial planner, Maria Romano, to complete a financial plan. Ram is retiring this year, and his company provides a defined benefit pension plan. Upon retirement, he has the choice of receiving $20,000 each year for 20 years or until death (whichever is earlier), or he can take
$304,300, which is the commuted value at retirement. Ram has confirmed that he will be transferring the commuted value to a LIRA. After further discovery, Maria suggests that they utilize a 5% market rate of return and project the funds to last 25 years. What should Maria update Ram's projected annual retirement income to?

A) $21,591.
B) $21,000.
C) $24,418.
D) $20,000.

Solutions: