Exam Code: FP2
Exam Name: Financial Planning II (FPII)
Updated: Oct 11, 2026
Q & A: 62 Questions and Answers
FP2 Free Demo download
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| Certification Vendor: | Canadian Securities Institute (CSI) |
|---|---|
| Exam Name: | Financial Planning II (FPII) Examination |
| Exam Number: | FP2 |
| Available Languages: | French, English |
| Passing Score: | 60% |
| Related Certifications: | Qualified Associate Financial Planner (QAFP™) CFP® Certification (via CSI pathway) Personal Financial Planner (PFP®) Financial Planning I (FPI / FP1) |
| Exam Price: | CAD 800 – CAD 875 (course + exam access, varies by format) |
| Certificate Validity Period: | 12 months (enrolment period) |
| Exam Format: | Multiple-choice questions, Proctored delivery: remote or in-person test centre |
| Exam Duration: | 180 minutes |
| Real Exam Qty: | 60 |
| Recommended Training: | FP2 Curriculum & Study Materials Official FP2 Full Course FP2 Check – Official Practice Exams |
| Exam Registration: | Exam Booking & Scheduling Guide CSI FP2 Enrolment & Registration |
| Sample Questions: | ![]() |
| Exam Way: | Proctored online (remote proctoring) or in-person at authorized CSI test centre |
| Pre Condition: | Recommended prerequisite: Financial Planning I (FP1 / FPI) or equivalent knowledge; no mandatory exam requirement to register |
| Official Syllabus URL: | https://www.csi.ca/en/learning/courses/fp2/ |
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Savings Planning & Debt Management | 10% | - Debt management and repayment plans - Savings vehicles and strategies |
| Topic 2: Insurance Planning | 10% | - Property and liability risk management - Life, disability, and critical illness insurance |
| Topic 3: Family Law | 15% | - Support obligations and asset division - Marriage, cohabitation, and separation agreements |
| Topic 4: Investment and Tax Planning | 10% | - Investment portfolio construction - Tax-efficient investing and income planning |
| Topic 5: Financial Planning for Small Business | 15% | - Succession planning and exit strategies - Business structure and financial considerations |
| Topic 6: Estate Planning | 10% | - Estate taxation and wealth transfer - Wills, trusts, and powers of attorney |
| Topic 7: Financial Planning Practice | 10% | - Client engagement and data gathering - Financial plan development process |
| Topic 8: Retirement Planning | 20% | - Retirement income needs analysis - Retirement savings and withdrawal strategies - Government and private retirement programs |
Clear conditions, honored without argument. If you fail the corresponding exam within 60 days of purchase, send 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. Excluded from the policy: exams taken within three days of purchase, candidate names that do not match the payer, and free or expired products. If you prefer, exchange your product for two others of equal value instead.
Download immediately after purchase — no waiting. Upon successful payment, our system sends the FP2 materials to your mailbox automatically, usually within about a minute; open the attachments or use the on-screen link and start studying right away. If nothing arrives within two hours, check your spam folder and contact us. Updates are free for 365 days and are released at the quickest speed whenever the actual exam content changes; after the year, renew at a 50% discount.
CSI defines the following prerequisites for the CSI Financial Planning II (FPII): Recommended prerequisite: Financial Planning I (FP1 / FPI) or equivalent knowledge; no mandatory exam requirement to register.
Verify the current requirements on the official certification page before booking.
The current exam information lists 60 questions for the FP2 exam, with 180 minutes minutes allowed. Practicing with a timer beforehand turns the limit into a familiar rhythm.
CSI points candidates to these official training options:
Combine structured training with regular question practice for the sturdiest preparation.
Through continuous research and development, and speed. Our technicians and experts work on the FP2 bank daily, updating the database the moment the actual exam content changes — more frequently than typical offerings on the market. The bank is organized around the core knowledge and key points of the CSI Financial Planning II (FPII) syllabus, every answer is expert-verified, and delivery is immediate after payment. Customers come first here, and the free demo lets you verify all of it before spending anything.
The CSI Financial Planning II (FPII) blueprint is built on these principal domains:
The official outline continues with additional domains — the question bank covers the full set.
At present, the passing score for the FP2 exam is 60% and the registration fee is CAD 800 – CAD 875 (course + exam access, varies by format). Both belong to CSI and can change, so confirm them on the official site when you register.
Registration is handled through the official channels listed here:
Select a test center or online appointment, and book early — the most convenient slots fill first.
Xin Yi is a surgeon looking to get a disability insurance plan. His advisor has presented him with the following options:
Policy
Definition
Elimination period (days)
A
Any
30
B
Any
60
C
Own
30
D
Own
60
Which policy will likely have the highest premiums?
Correct Answer: A 🗳️
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What do most successful cases of unequal division of property involve?
Correct Answer: B 🗳️
Explanation: Only visible for FreePdfDump members. You can sign-up / login (it's free).
What is the name of the individual who is responsible for making decisions based on a power of attorney?
Correct Answer: A 🗳️
Explanation: Only visible for FreePdfDump members. You can sign-up / login (it's free).
By when must a personal trust file its income tax return?
Correct Answer: C 🗳️
Explanation: Only visible for FreePdfDump members. You can sign-up / login (it's free).
What is a disadvantage of a corporation?
Correct Answer: A 🗳️
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