Learn with CSI : AFP-Exam-1 training material for 100% pass
Updated: Sep 06, 2026
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CSI AFP-Exam-1 Exam Overview:
| Certification Vendor: | Canadian Securities Institute (CSI) |
|---|---|
| Exam Name: | Applied Financial Planning Certification Exam 1 (AFP) |
| Exam Number: | AFP-Exam-1 |
| Exam Price: | USD 550 |
| Passing Score: | 60% |
| Exam Duration: | 180 minutes |
| Certificate Validity Period: | Used toward PFP® certification requirements; ongoing designation maintenance requirements apply after certification |
| Real Exam Qty: | 105 |
| Available Languages: | English |
| Exam Format: | Computer-Based Examination, Multiple Choice |
| Related Certifications: | Personal Financial Planner (PFP®) |
| Sample Questions: | CSI AFP-Exam-1 Sample Questions |
| Exam Way: | Computer-based examination administered through CSI-authorized testing arrangements; AFP Exam 1 is a multiple-choice examination. |
| Pre Condition: | Candidates must complete a CSI-approved education pathway and meet AFP examination eligibility requirements before enrolment. |
| Official Syllabus URL: | https://www.csi.ca/en/learning/courses/afp |
CSI AFP-Exam-1 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Tax Planning | 14% | - Income Tax Fundamentals - Tax Deductions and Credits - Registered Plans - Tax-Efficient Strategies |
| Asset and Liability Management | 11% | - Cash Flow Management - Debt Management - Personal Balance Sheet Analysis - Budgeting |
| Estate Planning | 13% | - Estate Transfer Strategies - Trust and Beneficiary Planning - Powers of Attorney - Wills |
| Retirement Planning | 17% | - Retirement Income Strategies - Pension Plans - Retirement Needs Analysis - Registered Retirement Savings Plans |
| Risk Management and Insurance | 12% | - Disability and Health Insurance - Risk Assessment - Risk Transfer Strategies - Life Insurance |
| Investment Planning | 17% | - Asset Allocation - Portfolio Construction - Investment Theory - Investment Products |
| Client Relationship and Practice Management | 6% | - Client Discovery - Practice Management - Communication and Advisory Process |
| Professional Conduct and Regulatory Compliance | 10% | - Ethics and Professional Standards - Compliance Responsibilities - Regulatory Requirements |
CSI Applied Financial Planning Certification Exam 1 (AFP) Sample Questions:
Question 1
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. Review only the investment portfolio because the plan already exists.
B. Conduct a comprehensive review of goals, cash flow, insurance, tax, retirement, and estate planning.
C. Update the file only if the client requests new products.
D. Wait until the original five-year review date.
Question 2
What financial information would Deandra a financial planner, analyze in order to increase her client's net worth by decreasing expenses?
A. Budget
B. Expense report
C. Net worth statement
D. Current cash flow statement
Question 3
A high-income parent gives $80,000 to a 12-year-old child to invest in a non-registered bond fund. The parent expects the child to report the annual interest income. What rule should the planner identify?
A. The child must contribute the amount to an RRSP.
B. The income is always taxed to the child because the account is in the child's name.
C. Attribution rules may tax the interest income back to the parent.
D. Attribution rules apply only when property is transferred to a spouse.
Question 4
At the first meeting, a financial planner explains her services, compensation, responsibilities, limitations, confidentiality practices, and what information the client must provide. Which document should normally capture these matters?
A. Retirement income projection.
B. Fund facts document.
C. Client agreement letter.
D. Trade confirmation.
Question 5
Kendrick, age 55, owns a successful small business, ZXC Inc., valued at $800,000. Kendrick has extensive savings outside of the business and would like to pass the company onto his son at some point in the future.
Kendrick expects the business to increase in value $25,000 per year. If Kendrick decides to use an estate freeze to reduce the amount of taxes he will be required to pay, his financial planner should recommend that he implement the estate freeze at which point in relation to gifting the business to his son?
A. One month prior to gifting the company.
B. Immediately.
C. At the same time as gifting the company.
D. To take effect at the time of his passing.
Solutions:
| Question 1 Answer: B | Question 2 Answer: A | Question 3 Answer: C | Question 4 Answer: C | Question 5 Answer: B |
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