CSI Financial Planning II (FPII) is an official Canadian Securities Institute (CSI) exam, listed under exam code FP2. A passing result earns you the Canadian Securities Course certification at the Advanced level. It also ties into Personal Financial Planner (PFP), Certificate in Advanced Financial Advice, Personal Financial Services Advice (PFSA), Financial Planning I (FP I), extending its value across your certification roadmap. Employers read this credential as verified competence, which is why it keeps appearing in job requirements.

Expect 60 questions inside 180 minutes on the CSI Financial Planning II (FPII) exam. That pace punishes hesitation, so rehearse it: the ITCertMagic software engine simulates the real exam scene, reminds you of the questions you got wrong, and pushes you to re-practice them until the clock stops being your enemy.

Passing CSI Financial Planning II (FPII) requires 60%, and the official registration fee is Not separately specified; course enrolment options are CAD 800 (online with PDF textbook) and CAD 875 (online with hard-copy textbook). Retakes charge the full Not separately specified; course enrolment options are CAD 800 (online with PDF textbook) and CAD 875 (online with hard-copy textbook) again, which is why experienced candidates treat preparation as the cheaper exam fee. Verify your readiness with repeated ITCertMagic practice scores above the requirement before you commit to a date.

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.

Requirements evolve, so confirm the current conditions before registering on the official exam page.

Yes. ITCertMagic provides a free download demo of the CSI Financial Planning II (FPII) material, so you can check the content before choosing a version. After purchase, a one-year warranty covers you: the latest version is sent to you as it releases, free for 365 days, and after expiry you can extend the update service at a 50% discount.

Your purchase is covered by a 100% money-back guarantee with clear conditions. Take the CSI Financial Planning II (FPII) exam within 60 days of purchase; if you fail, provide your unqualified result by submitting a scanned enrollment slip and the official Score Report PDF within 2 days of the exam, and the full refund is processed within 7 days. The exam must match your product, candidate and payer names must match, and attempts within 3 days of purchase, unused downloads, free materials, and expired orders are not covered. Alternatively, exchange for two other exam products of equal value, free, or wait for updates while keeping your original product's update service.

Delivery is instant: files unlock for download at payment and are emailed within one minute. If nothing arrives within 2 hours, check spam and contact customer service, which works 7/24 and normally replies within two hours. Installation is unlimited across your computers.

The CSI Financial Planning II (FPII) syllabus spans 8 domains, led by Retirement Planning (20%), Investment and Tax Planning (10%), and Family Law (15%). The complete topic list is published above; candidates who study the map first rarely get lost later.