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CSI FP2 Exam Overview:
| Certification Vendor: | Canadian Securities Institute (CSI) |
|---|---|
| Exam Name: | Financial Planning II (FPII) |
| Exam Number: | FP2 |
| Real Exam Qty: | 60 |
| Exam Format: | One examination, Up to 3 attempts, Remote online or in-person at a test centre, Multiple-choice, Proctored examination |
| Passing Score: | 60% |
| Available Languages: | English |
| Exam Duration: | 180 minutes |
| Certificate Validity Period: | Not applicable as a standalone certification; successful completion provides a Notice of Course Completion. Course enrolment period: 1 year. |
| Exam Price: | Not separately specified; course enrolment options are CAD 800 (online with PDF textbook) and CAD 875 (online with hard-copy textbook) |
| Related Certifications: | Financial Planning I (FP I) Personal Financial Services Advice (PFSA) Certificate in Advanced Financial Advice Personal Financial Planner (PFP) |
| Sample Questions: |  |
| 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 |
|---|---|---|
| Topic 1: Financial Planning Practice | 10% | - The Personal Financial Planning Process in Canada
|
| Topic 2: Retirement Planning | 20% | - Retirement Income Needs Analysis
|
| Topic 3: Family Law | 15% | - Fundamental Aspects of Family Law
|
| Topic 4: Insurance Planning | 10% | - Life Insurance
|
| Topic 5: Financial Planning for Small Business | 15% | - Business Law and Agency Relationships
|
| Topic 6: Estate Planning | 10% | - Trusts and Powers of Attorney
|
| Topic 7: Investment and Tax Planning | 10% | - Investment Management
|
| Topic 8: Savings Planning and Debt Management | 10% | - Debt Planning and Mortgages
|
FP2 Exam Facts for Careful Buyers
The official CSI Financial Planning II (FPII) outline assigns its weights like this:
- Retirement Planning (20%)
- Savings Planning and Debt Management (10%)
- Estate Planning (10%)
Roughly 60 questions in 180 minutes minutes. Rehearsing at that exact pace with 62 practice questions for the FP2 exam turns the real session into a familiar routine rather than a surprise.
The passing mark is 60% and the registration fee is Not separately specified; course enrolment options are CAD 800 (online with PDF textbook) and CAD 875 (online with hard-copy textbook). That is exactly why CertkingdomPDF prices its FP2 materials reasonably and protects your purchase with the conditional refund policy — your money deserves the same care as your study hours.
Test before you buy. CertkingdomPDF generates free FP2 demo tests precisely so customers can try the material at no cost — a mini-test that reveals the real value of the CSI Financial Planning II (FPII) bank before any payment. It helps you avoid the risk of buying useless dumps, lets you choose exactly what fits your own needs, and minimizes your investment from the very first click. Every penny you earn is hard-earned; spending it should never be a leap of faith.
Because the value is verifiable before you spend anything. 62 practice questions for the FP2 exam carry verified answers, refreshed daily against the live CSI Financial Planning II (FPII) blueprint; the demo proves the quality for free; delivery lands about a minute after payment; and the conditional refund policy stands behind the rest. Careful buyers rarely find all four in one place.
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.
Very. The purchase process at CertkingdomPDF is deliberately simple: pick the product, pay securely, and the FP2 download link arrives in your mailbox about a minute later — download and study immediately, on any of your devices. There is no complicated setup, no waiting for approval, and support stays available around the clock if anything needs clarifying. From decision to first study session, the whole path is measured in minutes.
CSI Financial Planning II (FPII) Sample Questions:
Question #1
George tells his financial advisor that he will need to buy a new car in two years and would like some advice on the best way to fund this goal. What consideration should his financial advisor determine first when discussing George's investment objective?
- A. Client's desired lifestyle.
- B. Priority of client's goal.
- C. Tax implications.
- D. Liquidity needs.
Correct Answer: D 🗳️
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Question #2
Firm YHZ is looking to hire an analyst that specializes in fundamental analysis and have been presented with the following candidates:
Analyst
Specialty/Evaluation Method
Annabelle
Analyzing investor behaviours
Boris
Studying past stock prices and volumes
Charles
Estimating stock value using economic factors
Dakota
Examining stock charts and identifying patterns and trends
Who will firm YHZ likely hire for this purpose?
- A. Boris.
- B. Dakota.
- C. Annabelle.
- D. Charles.
Correct Answer: D 🗳️
Explanation: Only visible for CertkingdomPDF members. You can sign-up / login (it's free).
Question #3
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 🗳️
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Question #4
What is the tax treatment on disability assistance payments for Registered Disability Savings Plans?
- A. Disability assistance payments are taxed on the grant and income earned portions.
- B. Disability assistance payments are not taxable income.
- C. Disability assistance payments reduce government-funded disability benefits and tax credits.
- D. Disability assistance payments are fully taxable based in the hands of the recipient.
Correct Answer: A 🗳️
Question #5
What is the primary difference between a Life Income Fund (LIF) and a Registered Retirement Income Fund (RRIF)?
- A. Minimum LIF payments are fully taxable as income for the year in which they are received but minimum RRIF payments are not taxable.
- B. RRIFs may be purchased with a registered retirement savings plan, another RRIF or pension funds that are not locked-in, but a LIF can only be purchased with funds from a retirement compensation arrangement.
- C. Plan holders of either type must make minimum withdrawals each year, but there is also a maximum annual amount LIF holders may withdraw.
- D. All plan holders must purchase a life annuity in the year they reach 80 with the balance of funds remaining in the LIF.
Correct Answer: C 🗳️
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