Free CSI AFP-Exam-1 Exam Questions

A client says, “I want to retire comfortably as soon as possible.” Which response best reflects the financial planning process? 

A client, age 60, is in a low tax bracket today and expects a larger taxable pension after age 65. She has TFSAand RRSP room. Which contribution priority is generally more appropriate?

Ivan has been relocated to a new office by his employer and is considering moving to a home closer to hisnew workplace. What is the minimum distance Ivan will have to move in order to qualify for the work-relatedmoving expenses income tax deduction?

Janet's non-registered account holds the funds listed in the following table:Assuming a marginal tax rate of 45%, what amount of tax payable will Janet incur if she redeems the accountto fund the purchase of a new business? 

Which asset is most likely to flow through a deceased person’s estate rather than pass automatically outside the estate?