Exam Name: Financial Planning II (FPII)
Certification Provider: CSI
Corresponding Certification: Canadian Securities Course
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Instant Download CSI : FP2 Questions & Answers as PDF & Test Engine
Updated: Oct 12, 2026
No. of Questions: 62 Questions & Answers with Testing Engine
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FP2 Online Test Engine
- Online Tool, Convenient, easy to study.
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- Total Questions: 62
- Updated on: Oct 12, 2026
- Price: $69.00
FP2 Desktop Test Engine
- Installable Software Application
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- Total Questions: 62
- Updated on: Oct 12, 2026
- Price: $69.00
FP2 PDF Practice Q&A's
- Printable FP2 PDF Format
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- Total Questions: 62
- Updated on: Oct 12, 2026
- Price: $69.00
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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 |
| Related Certifications: | Personal Financial Services Advice (PFSA) Financial Planning I (FP I) Certificate in Advanced Financial Advice Personal Financial Planner (PFP) |
| 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. |
| Passing Score: | 60% |
| Exam Format: | One examination, Remote online or in-person at a test centre, Proctored examination, Multiple-choice, Up to 3 attempts |
| 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:
| Section | Weight | Objectives |
|---|---|---|
| Family Law | 15% | - Fundamental Aspects of Family Law
|
| Financial Planning for Small Business | 15% | - Business Law and Agency Relationships
|
| Financial Planning Practice | 10% | - The Personal Financial Planning Process in Canada
|
| Insurance Planning | 10% | - Life Insurance
|
| Estate Planning | 10% | - Trusts and Powers of Attorney
|
| Savings Planning and Debt Management | 10% | - Net Worth and Cash Management Planning
|
| Retirement Planning | 20% | - Registered Pension and Retirement Income Plans
|
| Investment and Tax Planning | 10% | - Investment Management
|
FP2 Exam FAQ: Safe, Unlimited, Always Current
Three versions of the same study materials: a printable, expert-prepared PDF with free demo download and instant access; a Desktop Test Engine for Windows with customizable simulation and timed modes that works offline; and an Online Test Engine for any browser on Windows, Mac, Android, and iOS with test history and performance review. All 62 practice questions are identical across versions. Every purchase includes 365 days of free updates, a 50% renewal discount afterward, and unlimited computer installations.
The CSI Financial Planning II (FPII) exam requires 60% to pass, and registration costs Not separately specified; course enrolment options are CAD 800 (online with PDF textbook) and CAD 875 (online with hard-copy textbook). A failed attempt means paying the same fee again — a readiness check with the ITCertMagic engines before booking is the cheaper option.
The FP2 exam is a CSI certification exam validating the CSI Financial Planning II (FPII) syllabus shown above. It belongs to these credential paths: Personal Financial Planner (PFP), Certificate in Advanced Financial Advice, Personal Financial Services Advice (PFSA), Financial Planning I (FP I). Candidates in 2026 start with ITCertMagic's 62 practice questions, available as a printable PDF, a Windows Desktop Test Engine, and an Online Test Engine — three versions of the same materials.
ITCertMagic issues a full refund if you take the CSI Financial Planning II (FPII) exam within 60 days of purchase and do not pass. The policy does not apply if the exam is taken within 3 days of purchase, if the exam was never actually taken, or to free materials or expired orders, and the candidate name must match the payer name. Submit a scan of your enrollment slip and the official Score Report PDF within 2 days of the exam; claims are processed within 7 days. Alternatively, exchange for two free exam products of equal value and keep your original update service. Orders arrive by email within 1 minute — contact support if nothing arrives within 2 hours.
The official CSI Financial Planning II (FPII) outline defines 8 domains. The leading three are Insurance Planning (10%), Financial Planning for Small Business (15%), and Retirement Planning (20%). The full list is in the topics section above, and ITCertMagic's 62 practice questions cover each one.
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. Since requirements change over time, confirm the latest on the official CSI exam page before scheduling.
The CSI Financial Planning II (FPII) exam contains 60 to complete within 180 minutes. Timed simulation in the ITCertMagic Desktop Test Engine teaches that rhythm before exam day does.
CSI recommends these training resources for the CSI Financial Planning II (FPII) exam:
Follow the training with steady self-testing — the 62 practice questions from ITCertMagic help you apply theory and fill any gaps the training leaves.
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. Register for the CSI Financial Planning II (FPII) exam through these official channels:
After booking, ITCertMagic delivers your practice questions within 1 minute — preparation starts the same day.
CSI Financial Planning II (FPII) Sample Questions:
Fiona's eligibility for insurance benefits is measured by her ability to perform the usual activities of daily living. What type of insurance policy does Fiona have?
- A. Disability.
- B. Critical illness.
- C. Extended health.
- D. Long term care.
Correct Answer: D 🗳️
Explanation: Only visible for ITCertMagic members. You can sign-up / login (it's free).
What is the most common going-concern valuation method used to determine the value of a business?
- A. Liquidation value.
- B. Discounted cash flow.
- C. Adjusted book value.
- D. Capitalization of earnings.
Correct Answer: D 🗳️
Explanation: Only visible for ITCertMagic members. You can sign-up / login (it's free).
Which term describes an attempt to create a tax system that gives no preference to the form of ownership?
- A. Equilibrium.
- B. Graduated rates.
- C. Equalization.
- D. Integration.
Correct Answer: D 🗳️
Explanation: Only visible for ITCertMagic members. You can sign-up / login (it's free).
An employee chose a particular contractor to repair their roof based on an employer's recommendation. The employer hinted that the employee may receive a higher future bonus if they hire the recommended contractor. How would you describe the employer's actions?
- A. The employer influenced the object of the contract to become illegal.
- B. The employer exercised undue influence.
- C. The employer misrepresented the contract to their employee.
- D. The employer put the employee under certain duress.
Correct Answer: B 🗳️
Explanation: Only visible for ITCertMagic members. You can sign-up / login (it's free).
Julien will be making a spousal Registered Retirement Savings Plan contribution for his wife. When should Julien make this contribution, in order to lessen the impact of the three-year rule?
- A. December.
- B. January.
- C. March.
- D. February.
Correct Answer: A 🗳️
Explanation: Only visible for ITCertMagic members. You can sign-up / login (it's free).
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