AFP: Applied Financial Planning

Vendor: CSI Questions: 103

Exam Information

Exam Code AFP
Vendor CSI
Questions 103
Format Q&A PDF

Introduction

CSI AFP: Applied Financial Planning

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Exam Details

Applied Financial Planning (AFP)

Exam Overview: The Applied Financial Planning (AFP) Certification Examination evaluates theoretical and practical knowledge across core financial planning disciplines. Comprising a multiple-choice exam and a case-based written assessment, it tests competencies in retirement, investment, tax, estate, and risk management.

Exam Purpose: This certification confirms an individual’s ability to evaluate complex client scenarios and formulate strategic solutions aligned with the PFP Professional Competency Profile. Passing both examinations serves as a mandatory milestone toward earning CSI’s Personal Financial Planner (PFP) designation.

Target Audience: The examination is designed for financial advisors, practicing financial planners, and wealth management professionals pursuing formal recognition through the PFP credential.

Recommended Background: Candidates must complete all prerequisite courses within an approved PFP education pathway prior to enrolment. Although not mandatory, prior professional experience advising clients in personal financial planning scenarios is recommended.

  • Vendor: CSI
  • Exam code: AFP
  • Exam name: Applied Financial Planning
  • Format: Q&A PDF
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