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Most candidates do not fail the CSI Financial Planning II (FPII) because they lack ability — they fail because they run out of hours. iPassleader built its FP2 package around 62 targeted practice questions so you can compress months of review into weeks of focused work.

CSI FP2 Exam Overview:

Certification Vendor:Canadian Securities Institute (CSI)
Exam Name:Financial Planning II (FPII)
Exam Number:FP2
Passing Score:60%
Available Languages:English, French
Exam Duration:180 minutes
Real Exam Qty:60
Exam Price:Varies by enrollment package and region (CAD pricing applies)
Exam Format:Proctored exam (remote or test centre), Multiple-choice
Related Certifications:Associate Financial Planner (AFP)
Personal Financial Planner (PFP®)
Certificate Validity Period:Course enrollment period: 1 year
Recommended Training:CSI Financial Planning II (FPII) Course
Exam Registration:CSI Financial Planning II (FPII) Exam Registration
Sample Questions: DOWNLOAD DEMO
Exam Way:Online proctored exam or in-person test centre delivery.
Pre Condition:Recommended completion of Financial Planning I (FPI) or equivalent financial planning knowledge before taking FP2.
Official Syllabus URL:https://www.csi.ca/en/learning/courses/fp2/exam-credits

CSI FP2 Exam Syllabus Topics:

SectionWeightObjectives
Investment and Tax Planning10%- Investment strategies and portfolio considerations
- Tax planning concepts
Financial Planning Practice10%- Financial planning process and client relationship management
- Professional standards and ethical practices
Insurance Planning10%- Insurance needs analysis
- Risk management and insurance products
Family Law15%- Legal implications in financial planning
- Family property and financial considerations
Retirement Planning20%- Retirement income sources and strategies
- Government benefits and retirement plans
Financial Planning for Small Business15%- Business ownership structures and planning
- Small business financial strategies
Estate Planning10%- Wills, trusts and succession planning
- Estate transfer strategies
Savings Planning & Debt Management10%- Savings strategies and cash flow management
- Debt management techniques

Common Questions About Preparing for the FP2 Exam

Registration for the CSI Financial Planning II (FPII) goes through the official channels listed here:

As for the format, the FP2 exam is delivered Online proctored exam or in-person test centre delivery. — pick whichever fits your situation when you schedule.

The official CSI Financial Planning II (FPII) blueprint is divided into 8 domains, led by Insurance Planning (10%), Financial Planning Practice (10%), and Estate Planning (10%). The full domain-by-domain breakdown is in the syllabus section above — that is the checklist your study plan should follow.

The passing score for the FP2 exam is 60%, and registering officially costs Varies by enrollment package and region (CAD pricing applies). That fee buys exactly one attempt — if you fall short, the retake is charged in full again, no discount for a second try. The practical move is to measure yourself first: drill the 62 practice questions at iPassleader under timed conditions until your mock scores clear the bar with room to spare, then book your seat.

You can. iPassleader publishes a free PDF demo of the FP2 practice questions — download it, work through it, and decide on evidence rather than promises. Once you own the full product, 365 days of free updates are included, and an expired product can have its update service renewed at a 50% discount from your member zone.

The FP2 exam — officially the Financial Planning II (FPII) — is how CSI verifies that you can apply its technologies in real working scenarios, and passing it earns you the Financial Planning II (FPII) certification, a credential at the Professional level. Employers recognize it because it is vendor-issued and skills-based. Candidates often continue toward related credentials such as Personal Financial Planner (PFP®), Associate Financial Planner (AFP) once this one is in hand.

Yes — CSI lists these training options for the CSI Financial Planning II (FPII):

Courseware teaches the concepts; repetition makes them exam-proof. Combine whichever course you choose with the 62 practice questions from iPassleader and you cover both halves of preparation.

You will face 60 questions within 180 minutes on the FP2 exam. Do the math once and the lesson is clear: dwell too long on a hard item and the clock eats your easy points later. The fix is rehearsal, not luck — take full-length timed mocks in the iPassleader desktop or online test engine until pacing becomes automatic, and learn to flag a question, move on, and return with fresh eyes.

First, delivery: your download is available immediately after payment, and the package also arrives in your email within one minute. If 2 hours pass with nothing in your inbox, check spam and contact support — and feel free to install the software on as many computers as you like, there is no device limit.

Second, the safety net: if you sit the FP2 exam within 60 days of purchase and do not pass, the iPassleader money back guarantee entitles you to a full refund. File the claim within 2 days of the exam with a scanned enrollment slip and your official score report (PDF); claims are processed within 7 days. The candidate name must match the payer name, and the guarantee excludes exams taken within 3 days of purchase, purchases never used in an actual exam attempt, free materials, and expired orders. If you would rather keep studying, you can swap the product for two free exam packages of equal value and keep the update service on your original purchase.

Recommended completion of Financial Planning I (FPI) or equivalent financial planning knowledge before taking FP2.

Vendor policies shift from time to time, so treat this as your starting point and verify the current criteria on the official CSI exam page before you schedule anything.

CSI Financial Planning II (FPII) Sample Questions:

The following table outlines details for a life insurance policy issued in 1995:
Details
Amounts
Cash surrender value
$8,000
Premiums paid
$6,000
Dividends declared
$1,500
Net cost of pure insurance
$750
Marginal tax rate
30%
Assuming the policy is completely surrendered, what are the taxes payable?

  • A. $825.
  • B. $2,750.
  • C. $4,250.
  • D. $1,275.
Reveal Solution  Discussion  0

Correct Answer: D  🗳️

Explanation: Only visible for iPassleader members. You can sign-up / login (it's free).

The Spousal Support Advisory Guidelines are not intended to apply under which circumstance?

  • A. For annual incomes greater than $350,000.
  • B. For unmarried couples.
  • C. For annual incomes less than $50,000.
  • D. For married couples.
Reveal Solution  Discussion  0

Correct Answer: A  🗳️

Explanation: Only visible for iPassleader members. You can sign-up / login (it's free).

What is the tax treatment on disability assistance payments for Registered Disability Savings Plans?

  • A. Disability assistance payments reduce government-funded disability benefits and tax credits.
  • B. Disability assistance payments are taxed on the grant and income earned portions.
  • C. Disability assistance payments are fully taxable based in the hands of the recipient.
  • D. Disability assistance payments are not taxable income.
Reveal Solution  Discussion  0

Correct Answer: B  🗳️

Explanation: Only visible for iPassleader members. You can sign-up / login (it's free).

A Canadian resident, age 57, is self-employed and earns $74,000 in yearly income. The year's basic exemption and maximum pensionable earnings are $3,500 and $61,600, respectively. Assuming a contributory rate of 5.45%, how much will the resident pay in Canada Pension Plan premiums (rounded to the nearest dollar)?

  • A. $6,714.
  • B. $3,357.
  • C. $6,333.
  • D. $3,166.
Reveal Solution  Discussion  0

Correct Answer: C  🗳️

Explanation: Only visible for iPassleader members. You can sign-up / login (it's free).

Which statement describes the doctrine of non est factum as it applies to contracts?

  • A. When a false statement of fact induces another to enter into a contract.
  • B. When one party is mistaken by the nature of the document.
  • C. When a mistaken assumption is made by both parties on a fundamental aspect of the subject matter.
  • D. When the goods, which are subject of the contract, do not exist.
Reveal Solution  Discussion  0

Correct Answer: B  🗳️

Explanation: Only visible for iPassleader members. You can sign-up / login (it's free).

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