短時間勉強で試験に参加できます。
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時間が経つにつれて、多くの人々はCSI AFP-Exam-1試験の重要性を知っています。従って、彼らは試験を高度に重視し、目標とする試験に合格することで将来のキャリアで成功を収めたいと考えています。適切なツールがなければ、簡単なことではありません。しかし、我々のAFP-Exam-1実際試験練習ファイルによって、すべてのことは可能です。理由は以下の通りです。
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CSI Applied Financial Planning Certification Exam 1 (AFP) 認定 AFP-Exam-1 試験問題:
1. A client realizes a $16,000 capital loss on one non-registered investment and a $28,000 capital gain on another non-registered investment in the same year. How should the loss be treated?
A) It is deducted directly against employment income.
B) It becomes a refundable tax credit.
C) It is ignored because losses have no tax value.
D) It is applied against capital gains to reduce the net capital gain.
2. Carla, a financial planner, is meeting with a long-standing client, Jonathan. Jonathan informs Carla that he is upset and disappointed with the negative returns experienced with his investment portfolio. After acknowledging Jonathan's concerns, what should Carla's first step be in addressing his complaint?
A) Remind Jonathan that investing is a long-term process and losses will likely be recovered.
B) Remind Jonathan about the risks associated with investing, as well as the possible volatility and impact on investment returns.
C) Offer alternative investment options in line with Jonathan's risk tolerance.
D) Revisit Jonathan's goals, objectives and risk tolerance with him.
3. Sapphire, age 35, a recent widow, is still in the grieving stage. She has just received a large insurance payout.
She has limited savings, a long-term time horizon, and a high tolerance for risk. What investment strategy should her financial planner recommend until Sapphire is better able to understand her new situation?
A) Deposit the funds into a moderate risk investment portfolio.
B) Deposit the funds into a portfolio of traditional and index-linked guaranteed investment certificates.
C) Deposit the funds into a high-risk investment portfolio.
D) Deposit the funds into a high interest savings account.
4. Jelena, age 32, is single and works as a partner in a law firm. She is meeting with her financial planner, May, as she would like to start investing. Her friend John talks about hot sectors in the stock markets and has recently brought up the cannabis sector. She has done some reading about this sector and is willing to experience large decline in her investments. Jelena also mentioned to May that she believes in high long-term returns. What conclusion can May draw based on their discussions about the stock market and Jelena's expectations?
A) Jelena has good investment knowledge and experience.
B) Jelena has good investment knowledge but low experience.
C) Jelena has limited Investment knowledge and experience.
D) Jelena has limited investment knowledge but good experience.
5. In order to increase the assets in Rebecca's retirement savings, her financial planner is considering making a number of recommendations. Prior to obtaining her current employment, she withdrew funds from her RRSP under the Lifelong Learning Plan to upgrade her skills. She has four annual installments remaining on her Lifelong Learning Plan withdrawal and a small amount of savings in a TFSA. Rebecca now works as a sales associate in a small clothing store that has a group RRSP program for all employees which matches employee contributions. Which recommendation provides the best long-term impact to grow her retirement savings?
A) Enroll in her company's group RRSP program and start a monthly contribution.
B) Transfer her existing TFSA savings to her RRSP and start a monthly contribution plan.
C) While keeping within her risk tolerance, maximize the equity component of her RRSP and TFSA plans in order to achieve significantly better returns over time.
D) Repay the final four annual installments remaining on her Lifelong Learning Plan and start a monthly contribution plan to her RRSP.
質問と回答:
| 質問 # 1 正解: D | 質問 # 2 正解: D | 質問 # 3 正解: D | 質問 # 4 正解: C | 質問 # 5 正解: A |




吉田**
Saeki
近藤**
Ohno
