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Ease of use is a feature you feel every study session. The FP2 bank at Exams4sures combines a wide variety of practice capabilities with content that stays clear under pressure — 62+ Q&As covering the CSI Financial Planning II (FPII) objectives, expert-verified throughout.

CSI FP2 Exam Overview:

Certification Vendor:Canadian Securities Institute (CSI)
Exam Name:Financial Planning II (FPII)
Exam Number:FP2
Exam Duration:180 minutes
Exam Price:Not separately specified; course enrolment options are CAD 800 (online with PDF textbook) and CAD 875 (online with hard-copy textbook)
Available Languages:English
Real Exam Qty:60
Certificate Validity Period:Not applicable as a standalone certification; successful completion provides a Notice of Course Completion. Course enrolment period: 1 year.
Related Certifications:Personal Financial Planner (PFP)
Financial Planning I (FP I)
Personal Financial Services Advice (PFSA)
Certificate in Advanced Financial Advice
Exam Format:Multiple-choice, One examination, Up to 3 attempts, Proctored examination, Remote online or in-person at a test centre
Passing Score:60%
Sample Questions: DOWNLOAD DEMO
Exam Way:Proctored examination, available remotely or in person at a test centre. The official exam page specifies a 3-hour duration, 60 multiple-choice questions, a passing grade of 60%, and up to 3 attempts.
Pre Condition:The course builds on Personal Financial Services Advice (PFSA) and Financial Planning I (FP I). Confirm current enrolment eligibility and any formal prerequisites directly with CSI.
Official Syllabus URL:https://www.csi.ca/en/learning/courses/fp2/exam-credits

CSI FP2 Exam Syllabus Topics:

SectionWeightObjectives
Insurance Planning10%- General Insurance
  • 1. Liability and Professional Liability Insurance
    • 2. Homeowners and Automobile Insurance
      - Disability and Health Insurance
      • 1. Government Disability Benefits and Workers' Compensation
        • 2. Disability Income Insurance
          • 3. Critical Illness and Long-Term Care Insurance
            • 4. Extended Health, Travel and Group Insurance
              - Life Insurance
              • 1. Insurance Contract Provisions, Riders and Taxation
                • 2. Personal and Business Applications of Life Insurance
                  • 3. Life Insurance Needs Analysis
                    Retirement Planning20%- Registered Pension and Retirement Income Plans
                    • 1. Annuities and Retirement Income Products
                      • 2. Individual Pension Plans and Executive Retirement Arrangements
                        • 3. Registered Pension Plans and Deferred Profit Sharing Plans
                          • 4. Registered Retirement Savings Plans
                            • 5. Registered Retirement Income Funds and Life Income Funds
                              - Retirement Income Needs Analysis
                              • 1. Old Age Security and Guaranteed Income Supplement
                                • 2. Managing Retirement Income Shortfalls
                                  • 3. Estimating Retirement Income Requirements
                                    • 4. Canada Pension Plan and Quebec Pension Plan
                                      Financial Planning Practice10%- The Personal Financial Planning Process in Canada
                                      • 1. Ethics and Financial Advisors
                                        • 2. Client Responsibilities and Professional Standards
                                          • 3. The Six Steps of the Financial Planning Process
                                            • 4. Identifying Client Goals and Risk Profiles
                                              • 5. The Financial Planning Business Today
                                                Estate Planning10%- Estate Distribution and Tax Planning
                                                • 1. Probate Fee and Estate Administration Cost Reduction
                                                  • 2. Will Preparation and Probate
                                                    • 3. Minimizing or Deferring Taxes at Death
                                                      • 4. Estate Planning for Individuals, Families and Business Owners
                                                        - Trusts and Powers of Attorney
                                                        • 1. Powers of Attorney for Personal Care and Property
                                                          • 2. Types of Trusts and Trust Establishment
                                                            • 3. Taxation of Trusts
                                                              • 4. Incapacity Planning and Substitute Decision-Making
                                                                Family Law15%- Fundamental Aspects of Family Law
                                                                • 1. Spousal Support and Child Support
                                                                  • 2. Custody and Access
                                                                    • 3. Marriage, Cohabitation, Separation and Divorce
                                                                      - Financial and Property Issues
                                                                      • 1. Disclosure Requirements and Financial Obligations
                                                                        • 2. Property Division on Relationship Breakdown
                                                                          • 3. Impact of Divorce on Financial Planning
                                                                            • 4. Domestic Contracts
                                                                              Savings Planning and Debt Management10%- Net Worth and Cash Management Planning
                                                                              • 1. Net Worth and Cash Flow Analysis
                                                                                • 2. Emergency Funding
                                                                                  • 3. Budgeting and Savings Strategies
                                                                                    - Debt Planning and Mortgages
                                                                                    • 1. Lease-versus-Buy Decisions and Borrowing to Invest
                                                                                      • 2. Consumer Credit and Debt Management
                                                                                        • 3. Debt Refinancing and Debt Service Ratios
                                                                                          • 4. Mortgage Planning and Real Estate Ownership
                                                                                            Financial Planning for Small Business15%- Small Business Financial Planning
                                                                                            • 1. Business Structures and Entity Selection
                                                                                              • 2. Business Valuation and Employment Law
                                                                                                • 3. Business Taxation
                                                                                                  • 4. Business Succession and Estate Freezes
                                                                                                    - Business Law and Agency Relationships
                                                                                                    • 1. Agency Relationships
                                                                                                      • 2. Contract Termination and Discharge
                                                                                                        • 3. Contract Formation and Types of Contracts
                                                                                                          Investment and Tax Planning10%- Tax Planning Strategies
                                                                                                          • 1. Tax Shelters and Tax-Efficient Strategies
                                                                                                            • 2. RESPs, RDSPs, TFSAs and In-Trust Accounts
                                                                                                              • 3. Income Deferral and Income Splitting
                                                                                                                • 4. Taxation of Business Structures
                                                                                                                  - Investment Management
                                                                                                                  • 1. Modern Portfolio Theory and Asset Allocation
                                                                                                                    • 2. Portfolio Performance Measurement and Benchmarking
                                                                                                                      • 3. Investment Selection and Risk Management

                                                                                                                        The FP2 Details You Actually Need

                                                                                                                        Immediately and easily. Upon successful payment, our system sends the product file to your mailbox automatically — typically within about a minute — with an instant download link as well. If nothing arrives within two hours, check your spam folder and contact support. Installations are unlimited, the PDF supports printing for paper-based review, and your purchase includes 365 days of free updates: whenever the exam content changes, the latest version reaches you automatically, with a 50% renewal discount after the year ends.

                                                                                                                        The CSI Financial Planning II (FPII) blueprint covers these principal domains:

                                                                                                                        • Insurance Planning (10%)
                                                                                                                        • Financial Planning Practice (10%)
                                                                                                                        • Family Law (15%)

                                                                                                                        The remaining domains appear in the full official outline, all of which our bank addresses.

                                                                                                                        As of the latest information, the passing score for the FP2 exam is 60% and the fee is Not separately specified; course enrolment options are CAD 800 (online with PDF textbook) and CAD 875 (online with hard-copy textbook). CSI can revise both, so confirm the current figures on the official site before registering.

                                                                                                                        Documented and dependable. If you fail the corresponding exam within 60 days of purchase, email us a scanned copy of your enrollment slip and your official Score Report PDF within two days of the exam date; verified claims are refunded in full within seven days. Exclusions apply: exams taken within three days of purchase, candidate names that do not match the payer, and free or expired products. Alternatively, request a free exchange for two products of equal value.

                                                                                                                        CSI lists the following prerequisites for the CSI Financial Planning II (FPII): The course builds on Personal Financial Services Advice (PFSA) and Financial Planning I (FP I). Confirm current enrolment eligibility and any formal prerequisites directly with CSI..

                                                                                                                        Confirm the details on the official certification page before you book.

                                                                                                                        Per current exam information, the FP2 exam includes 60 questions and allows 180 minutes minutes. Timed practice beforehand makes the format feel routine on the day.

                                                                                                                        Because every step respects your time. Buying is a simple, transparent procedure: choose your version or package, see the cost generated automatically, confirm, and order — then the materials arrive by email in about a minute. The FP2 content is clear, the main points easy to acquire, and every answer expert-verified; the PDF prints for paper review. When the exam changes, our experts devote their energy to immediate research and revision, and critical comments trigger improvement measures as soon as possible. A free demo lets you run a mini-test and confirm quality first, and your personal information is protected on an integrity-based platform throughout.

                                                                                                                        CSI Financial Planning II (FPII) Sample Questions:

                                                                                                                        Roy gifted his nephew Charles, age 16, shares for his birthday. The managed portfolio will generate both dividends, and capital gains and losses. What will be Roy's future tax implications, with respect to this transfer, until Charles reaches the age of majority?

                                                                                                                        • A. Capital gains are attributed to Roy.
                                                                                                                        • B. Capital losses are attributed to Roy.
                                                                                                                        • C. Dividend income is attributed to Roy.
                                                                                                                        • D. No gains, losses or income are attributed to Roy.
                                                                                                                        Reveal Solution  Discussion  0

                                                                                                                        Correct Answer: C  🗳️

                                                                                                                        Which resource will affect a pensioner's Guaranteed Income Supplement entitlement?

                                                                                                                        • A. Old Age Security income.
                                                                                                                        • B. Cottage property.
                                                                                                                        • C. Investment assets.
                                                                                                                        • D. Dividends.
                                                                                                                        Reveal Solution  Discussion  0

                                                                                                                        Correct Answer: D  🗳️

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                                                                                                                        Jo and Jordan have recently married. This is their second marriage, and they are planning to buy a cottage together. Their primary concern is leaving each of their interest to their respective children from their previous marriages. Which tenancy structure is their real estate lawyer likely to recommend?

                                                                                                                        • A. Fee simple.
                                                                                                                        • B. Joint.
                                                                                                                        • C. Freehold.
                                                                                                                        • D. Common.
                                                                                                                        Reveal Solution  Discussion  0

                                                                                                                        Correct Answer: D  🗳️

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                                                                                                                        By when must a personal trust file its income tax return?

                                                                                                                        • A. Within 90 days of December 31st.
                                                                                                                        • B. Within 90 days of the trust's tax year-end.
                                                                                                                        • C. By February 15th of the following year.
                                                                                                                        • D. By April 30th of the following year.
                                                                                                                        Reveal Solution  Discussion  0

                                                                                                                        Correct Answer: B  🗳️

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                                                                                                                        Paul has recently been promoted at work, and is looking to pay down his debts. Paul has the following obligations:
                                                                                                                        Type
                                                                                                                        Interest rate (%)
                                                                                                                        Amortization (years)
                                                                                                                        Mortgage
                                                                                                                        3.95
                                                                                                                        22
                                                                                                                        Registered Retirement Savings Plan (RRSP) line of credit
                                                                                                                        6.00
                                                                                                                        N/A
                                                                                                                        Consolidation loan
                                                                                                                        8.95
                                                                                                                        3
                                                                                                                        Credit card
                                                                                                                        15.00
                                                                                                                        N/A
                                                                                                                        Which debt should Paul pay down last?

                                                                                                                        • A. Credit card.
                                                                                                                        • B. Mortgage.
                                                                                                                        • C. RRSP line of credit.
                                                                                                                        • D. Consolidation loan.
                                                                                                                        Reveal Solution  Discussion  0

                                                                                                                        Correct Answer: B  🗳️

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