CSI FP2 : Financial Planning II (FPII)

FP2 real exams

Exam Code: FP2

Exam Name: Financial Planning II (FPII)

Updated: Oct 11, 2026

Q & A: 62 Questions and Answers

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CSI FP2 Exam Overview:

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:Free Download real FP2 pdf dumps
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/

CSI FP2 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Savings Planning & Debt Management10%- Debt management and repayment plans
- Savings vehicles and strategies
Topic 2: Insurance Planning10%- Property and liability risk management
- Life, disability, and critical illness insurance
Topic 3: Family Law15%- Support obligations and asset division
- Marriage, cohabitation, and separation agreements
Topic 4: Investment and Tax Planning10%- Investment portfolio construction
- Tax-efficient investing and income planning
Topic 5: Financial Planning for Small Business15%- Succession planning and exit strategies
- Business structure and financial considerations
Topic 6: Estate Planning10%- Estate taxation and wealth transfer
- Wills, trusts, and powers of attorney
Topic 7: Financial Planning Practice10%- Client engagement and data gathering
- Financial plan development process
Topic 8: Retirement Planning20%- Retirement income needs analysis
- Retirement savings and withdrawal strategies
- Government and private retirement programs

FP2 Exam Basics and Our Service Policies

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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:

  • Investment and Tax Planning (10%)
  • Financial Planning for Small Business (15%)
  • Retirement Planning (20%)

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.

CSI Financial Planning II (FPII) Sample Questions:

Question #1

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?

  • A. Policy C.
  • B. Policy A.
  • C. Policy D.
  • D. Policy B.
Reveal Solution  Discussion  0

Correct Answer: A  🗳️

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Question #2

What do most successful cases of unequal division of property involve?

  • A. Domestic abuse.
  • B. Short marriages.
  • C. Joint ventures.
  • D. Income disparity.
Reveal Solution  Discussion  0

Correct Answer: B  🗳️

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Question #3

What is the name of the individual who is responsible for making decisions based on a power of attorney?

  • A. Donee.
  • B. Testator.
  • C. Donor.
  • D. Settlor.
Reveal Solution  Discussion  0

Correct Answer: A  🗳️

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Question #4

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

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

Correct Answer: C  🗳️

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Question #5

What is a disadvantage of a corporation?

  • A. At death of a shareholder, there may be a potential for double taxation.
  • B. There are no government grants available to corporations.
  • C. Attribution rules apply to loans to a small business corporation.
  • D. Owners are not able to limit their personal liability for business debts.
Reveal Solution  Discussion  0

Correct Answer: A  🗳️

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