AFP-Exam-1 Exam Dumps
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| Certification Provider: | CSI |
|---|---|
| Exam Code / Number: | AFP-Exam-1 |
| Exam Name: | Applied Financial Planning Certification Exam 1 (AFP) |
| Exam Questions: | 120 |
| Last Updated: | Aug 13, 2026 |
| Corresponding Certification: | Canadian Securities Course |
(282 Up Votes)CSI AFP-Exam-1 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Estate Planning | 13% | - Wills - Estate Transfer Strategies - Powers of Attorney - Trust and Beneficiary Planning |
| Topic 2: Retirement Planning | 17% | - Registered Retirement Savings Plans - Retirement Needs Analysis - Pension Plans - Retirement Income Strategies |
| Topic 3: Tax Planning | 14% | - Income Tax Fundamentals - Tax-Efficient Strategies - Registered Plans - Tax Deductions and Credits |
| Topic 4: Risk Management and Insurance | 12% | - Life Insurance - Disability and Health Insurance - Risk Assessment - Risk Transfer Strategies |
| Topic 5: Asset and Liability Management | 11% | - Cash Flow Management - Debt Management - Personal Balance Sheet Analysis - Budgeting |
| Topic 6: Client Relationship and Practice Management | 6% | - Practice Management - Communication and Advisory Process - Client Discovery |
| Topic 7: Investment Planning | 17% | - Portfolio Construction - Investment Products - Investment Theory - Asset Allocation |
| Topic 8: Professional Conduct and Regulatory Compliance | 10% | - Ethics and Professional Standards - Compliance Responsibilities - Regulatory Requirements |