This exam prep contains over two hundred multiple-choice questions to prepare you to write the CSI’s exam for the Personal Financial Services Advice (PSFA) Reading Course. These questions address the core points of each module, and a Sample Exam at the back of the book covers the entire course. Where needed, the answers contain rationales to help you work through questions in light of the material in the text.

Working through this Exam Prep for the Personal Financial Services Advice Readings Course before taking the exam, will help to identify areas where extra study would be helpful.

Sample Questions from the Personal Financial Services Advice (PFSA) Readings Course Exam Prep

1. George has $200,000 in an investment account earning 6% annually. If he wants to withdraw $1,500 a month, how many payments (rounded off to the nearest payment) can he withdraw before the account if depleted?

	a) 202 b) 220 c) 245 d) 259

2. Janice’s client Roberta has some knowledge of financial services. What type of question is best for Janice to start off with?

	a) Closed-ended b) Specific c) Open-ended d) Direct

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