Exam Name: Financial Planning II (FPII)
Certification Provider: CSI
Corresponding Certification: Canadian Securities Course
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Instant Download CSI : FP2
Check Updated on: Oct 11, 2026
No. of Questions: 62 Questions & Answers with Exam Engine
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FP2 Desktop Test Engine
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- Total Questions: 62
- Updated on: Oct 11, 2026
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FP2 PDF Practice Q&A's
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- Total Questions: 62
- Updated on: Oct 11, 2026
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FP2 Online Test Engine
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- Total Questions: 62
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Career growth often waits behind an exam door, and the FP2 exam is one of those doors. iPassleader cannot open it for you, but it can make the walk shorter — 62 practice questions for the FP2 exam, a free downloadable demo for reference, and 365 days of free updates while you prepare.
CSI FP2 Exam Overview:
| Certification Vendor: | Canadian Securities Institute (CSI) |
|---|---|
| Exam Name: | Financial Planning II (FPII) |
| Exam Number: | FP2 |
| Exam Format: | Up to 3 attempts, One examination, Proctored examination, Remote online or in-person at a test centre, Multiple-choice |
| Passing Score: | 60% |
| Related Certifications: | Certificate in Advanced Financial Advice Personal Financial Services Advice (PFSA) Personal Financial Planner (PFP) Financial Planning I (FP I) |
| Available Languages: | English |
| 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. |
| 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) |
| 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 |
|---|---|---|
| Estate Planning | 10% | - Trusts and Powers of Attorney
|
| Retirement Planning | 20% | - Registered Pension and Retirement Income Plans
|
| Family Law | 15% | - Fundamental Aspects of Family Law
|
| Investment and Tax Planning | 10% | - Investment Management
|
| Financial Planning Practice | 10% | - The Personal Financial Planning Process in Canada
|
| Savings Planning and Debt Management | 10% | - Debt Planning and Mortgages
|
| Financial Planning for Small Business | 15% | - Small Business Financial Planning
|
| Insurance Planning | 10% | - Disability and Health Insurance
|
FP2 Exam FAQ: Difficulty, Details, and Preparation
The FP2 exam is the required test for earning the CSI Financial Planning II (FPII) certification from CSI. It assesses your command of the official exam objectives through scenario-based and knowledge questions, and the resulting credential is widely recognized by employers. Its reputation for difficulty is real but manageable — candidates who practice consistently with quality materials routinely walk in well prepared.
The official outline for the FP2 exam highlights these domains:
- Financial Planning for Small Business (15%)
- Savings Planning and Debt Management (10%)
- Investment and Tax Planning (10%)
Seeing the topics laid out this way often shrinks the exam's intimidation factor — each domain is a finite, learnable block, and the CSI Financial Planning II (FPII) practice questions at iPassleader follow the same structure.
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.
The FP2 exam is demanding, but its difficulty is specific, not mysterious: unfamiliar question formats, time pressure, and a few heavily weighted domains. All three respond to the same remedy — repeated, timed exposure to exam-style questions. That is what the CSI Financial Planning II (FPII) practice materials at iPassleader provide, and the free demo lets you measure the real difficulty yourself before committing, which is usually the moment the fear starts shrinking.
The FP2 exam consists of 60 questions with a time allowance of 180 minutes minutes. Practicing full sets under a similar time cap is the most direct way to make sure pacing never costs you points on exam day.
Because seeing beats guessing. The free demo of the FP2 exam materials at iPassleader contains genuine samples from the full CSI Financial Planning II (FPII) question set — same format, same expert-verified answers — and downloading it costs nothing. If you are unsure whether the materials match your level or your study style, the demo answers that question with evidence rather than marketing, and every demo on the site is free of charge.
The passing score is 60% and the exam fee is Not separately specified; course enrolment options are CAD 800 (online with PDF textbook) and CAD 875 (online with hard-copy textbook). Knowing both numbers early helps you plan: aim to be consistently above the passing mark in timed practice sessions before you spend the fee on a booking.
CSI Financial Planning II (FPII) Sample Questions:
What tax consideration should employers take into account when setting up a supplemental executive retirement plan (SERP)?
- A. A SERP is eligible to be registered with the CRA provided that the employer makes a minimum contribution on behalf of the employee based on a percentage of the company's profits.
- B. When a SERP is registered with the Canada Revenue Agency (CRA) under the Income Tax Act, it provides for the employers contributions to be tax-deductible.
- C. A SERP permits higher tax-deductible contributions by the employer than those allowed under a registered retirement savings plan.
- D. The employer does not receive a tax deduction for the SERP contribution until the employee receives the benefits.
Correct Answer: D 🗳️
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In November 2018, Leon put his former wife Betty on notice that her current child support payments were insufficient and that he would be seeking an increase. From what date may a retroactive change to child support apply?
- A. November 2017.
- B. November 2015.
- C. November 2013.
- D. November 2016.
Correct Answer: B 🗳️
Explanation: Only visible for iPassleader 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 put the employee under certain duress.
- B. The employer exercised undue influence.
- C. The employer misrepresented the contract to their employee.
- D. The employer influenced the object of the contract to become illegal.
Correct Answer: B 🗳️
Explanation: Only visible for iPassleader members. You can sign-up / login (it's free).
Chris reviewed the current investment portfolio of his client, Judy. Chris determined that Judy needs a higher rate of return in order to retire within five years. Judy's portfolio is concentrated in fixed income instruments.
What is Chris's next step to help Judy achieve her retirement goal?
- A. Determine the type of investments for Judy's portfolio.
- B. Determine whether Judy can save more money.
- C. Determine how Judy can achieve her retirement goal.
- D. Determine an acceptable level of risk for Judy's portfolio.
Correct Answer: D 🗳️
Explanation: Only visible for iPassleader members. You can sign-up / login (it's free).
From the perspective of self-employment, how are personal benefits treated for the purposes of calculating child support?
- A. Added to income as is.
- B. Deducted from income as is.
- C. Added to income and grossed up.
- D. Deducted from income and grossed up.
Correct Answer: C 🗳️
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