최신 Canadian Securities Course AFP-Exam-1 무료샘플문제:
1. Jaycee has created an investment portfolio for his client, Adam, which is designed to achieve his long-term objectives and is consistent with his risk tolerance and constraints. It also has to be reassessed periodically to ensure that the long-term benchmark mix continues to reflect Adam's circumstances. Which asset allocation strategy is Jaycee utilizing?
A) Tactical.
B) Strategic.
C) Integrated.
D) Active.
2. A client says she can emotionally tolerate a 30% portfolio decline, but she needs the money in 18 months for a home down payment and has no other savings. What should the planner conclude?
A) Her tax bracket determines that equities are required.
B) Her risk capacity is low despite her stated tolerance.
C) Her high tolerance automatically supports an all-equity portfolio.
D) Her investment experience is the only relevant factor.
3. Camila's firm recently issued their client, Shawn, an investment management fee summary on his non- registered investment portfolio for $5,000 in carrying charges. Shawn's federal tax rate is 29% and his provincial tax rate is 15%. What will be Shawn's tax savings on this investment management fee?
A) $1,450.
B) $750.
C) $2,200.
D) $0.
4. What financial information would Deandra a financial planner, analyze in order to increase her client's net worth by decreasing expenses?
A) Current cash flow statement
B) Expense report
C) Net worth statement
D) Budget
5. Wendy, age 60, has a holding company whose sole asset is a commercial property. The property appreciated considerably in value over the last 10 years, and she expects the property value will continue to grow. Wendy is concerned about the tax implications this may have when she dies and leaves the property to her children.
What strategy should Wendy's financial planner recommend to her?
A) Conduct an estate freeze.
B) Gift common shares to her children and retain majority ownership.
C) Sell the property to her children below market value.
D) Transfer the common shares of the company into joint name with her children.
질문과 대답:
| 질문 # 1 정답: B | 질문 # 2 정답: B | 질문 # 3 정답: C | 질문 # 4 정답: D | 질문 # 5 정답: A |
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