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| Certification Vendor: | Canadian Securities Institute (CSI) |
|---|---|
| Exam Name: | Applied Financial Planning Certification Exam 1 (AFP) |
| Exam Number: | AFP-Exam-1 |
| Exam Duration: | 180 minutes |
| Available Languages: | French, English |
| Exam Format: | Multiple-choice questions |
| Certificate Validity Period: | 3 years |
| Related Certifications: | Personal Financial Planner (PFP®) AFP Exam 2 |
| Real Exam Qty: | 105 |
| Exam Price: | CAD $695 - $795 |
| Passing Score: | 60% |
| Recommended Training: | CSI AFP Exam Preparation Courses |
| Exam Registration: | CSI Official Registration |
| Sample Questions: | ![]() |
| Exam Way: | Online remote proctored or in-person at authorized test centers |
| Pre Condition: | Completion of all courses within one of the approved PFP® education paths |
| Official Syllabus URL: | https://www.csi.ca/en/learning/courses/afp |
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Technical Competencies | 84% | - Asset and Liability Management - Tax Planning - Estate Planning - Retirement Planning - Investment Planning - Risk Management and Insurance |
| Topic 2: Enabling Competencies | 16% | - Professional Conduct and Regulatory Compliance - Client Relationship and Practice Management |
CSI Applied Financial Planning Certification Exam 1 (AFP) is an official exam run by Canadian Securities Institute (CSI) under exam code AFP-Exam-1. Passing it awards the Applied Financial Planning (AFP) Certification certification, which sits at the Professional tier. It also counts toward related credentials such as Personal Financial Planner (PFP®), AFP Exam 2. Certified professionals remain in shorter supply than the market wants, which is precisely why this exam keeps showing up in conversations about better roles and better pay.
The CSI Applied Financial Planning Certification Exam 1 (AFP) exam gives you 180 minutes to work through 105 questions. That is a tight ratio, and it punishes candidates who get emotionally attached to any single item. The fix is mechanical: answer what you know, flag what you do not, and keep moving. A few full-length timed runs in the DumpsActual test engine, with its randomized question order, will calibrate your pace far better than untimed reading ever could.
The official fee for CSI Applied Financial Planning Certification Exam 1 (AFP) is CAD $695 - $795, and 60% is what passing takes. The uncomfortable part: retakes cost the full CAD $695 - $795 again, which makes preparation the cheapest line item in this whole project. Before booking, put yourself through repeated scored sessions with the DumpsActual practice tests and compare results over time; a stable margin above the passing line, not a single lucky run, is when you are ready.
Completion of all courses within one of the approved PFP® education paths
Vendor rules do get revised, so treat this as your starting point and confirm the current eligibility details before booking via the official exam page.
CSI Applied Financial Planning Certification Exam 1 (AFP) registration runs through these official channels.
Worth noting when you schedule: the exam is delivered Online remote proctored or in-person at authorized test centers.
Yes, Canadian Securities Institute (CSI) points CSI Applied Financial Planning Certification Exam 1 (AFP) candidates toward the following training.
Whatever course you choose, close the loop with question practice: the 120 items in the DumpsActual AFP-Exam-1 package convert course knowledge into exam-day scoring ability.
It is. DumpsActual publishes a free PDF demo of the CSI Applied Financial Planning Certification Exam 1 (AFP) material, so the product can prove itself before you pay. Your purchase then comes with 365 days of free updates, and once that period ends, extending the update service costs 50% of the regular price. The test engine software itself is verified malware-free and safe to install.
DumpsActual stands behind the product with a 100% money-back guarantee under defined conditions. If you take the CSI Applied Financial Planning Certification Exam 1 (AFP) exam within 60 days of purchase and fail, you qualify for a full refund, provided the exam corresponds to your product. Sitting the exam within 3 days of purchase does not qualify, and neither do unused downloads, free materials, or expired orders; the candidate name must match the payer name. Submit a scanned enrollment slip and the official Score Report PDF within 2 days of the exam, and claims are resolved within 7 days. You may also choose an exchange instead of a refund: two other exam products of equal value, free, with the update service on your original purchase retained.
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CSI Applied Financial Planning Certification Exam 1 (AFP) breaks down into 2 official domains, led by Enabling Competencies (16%), Technical Competencies (84%). You will find the full topic-by-topic outline above on this page; use the weightings to budget your study hours where they pay back the most.
Mina has $20,000 in a savings account earning 3% before tax. She also has a $9,000 credit card balance at
22%, a $7,000 unsecured line of credit at 10%, and a $14,000 car loan at 4%. Her marginal tax rate is 35%.
Which liability should she target first?
Correct Answer: A 🗳️
Explanation: Only visible for DumpsActual members. You can sign-up / login (it's free).
Todd, a financial planner, is meeting with Vanessa, a new client, to review her investment goals and objectives. During the meeting, Vanessa states that she believes the markets are very efficient and should reflect all available information in the price of securities. She is looking for an investment option that will reflect a similar level of risk and return characteristics as the Canadian market. What investment option should Todd recommend with Vanessa that would reflect her opinions?
Correct Answer: A 🗳️
Explanation: Only visible for DumpsActual members. You can sign-up / login (it's free).
Ivan relocates for a new job and wants to know whether his move may qualify for the work-related moving expense deduction. What minimum distance test is generally relevant?
Correct Answer: B 🗳️
Explanation: Only visible for DumpsActual members. You can sign-up / login (it's free).
Jonah is meeting with his client, Muhsina, who owns Myke Inc., a Canadian-controlled private corporation.
Based on current market value, if he decides to sell Myke Inc., Muhsina will have a capital gain of $400.000.
He expects the value of Myke Inc. to increase in future years and has a CNIL balance of $100,000. He wants the future increase in value to be taxed in the hands of his children, Teshi and Kaliyah, and to minimize the cost. What action should Jonah advise Muhsina to take to meet his goal?
Correct Answer: B 🗳️
Explanation: Only visible for DumpsActual members. You can sign-up / login (it's free).
Alexander and Irena, age 30 and 32 respectively, are married and have been working full-time for one year.
They have a daughter, age 3, and are expecting their second child. They recently bought a home with a mortgage balance of $390,000 at 4% amortized over 25 years. Their financial planner is trying to determine their tolerance for risk. After completing the life-cycle analysis, how can their financial planner explain the stage in which the couple finds themselves and the risk tolerance associated with it?
Correct Answer: A 🗳️
Explanation: Only visible for DumpsActual members. You can sign-up / login (it's free).
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