Exam Name: Financial Planning II (FPII)
Certification Provider: CSI
Corresponding Certification: Canadian Securities Course
Over 57018+ Satisfied Customers
Financial Planning II (FPII): FP2 Exam
"Financial Planning II (FPII)", also known as FP2 exam, is a CSI Certification. With the complete collection of questions and answers, iPassleader has assembled to take you through 62 Q&As to your FP2 Exam preparation. In the FP2 exam resources, you will cover every field and category in Canadian Securities Course Certification helping to ready you for your successful CSI Certification.
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- Updated on: Oct 11, 2026
- No. of Questions: 62 Questions & Answers
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- Updated on: Oct 11, 2026
- No. of Questions: 62 Questions & Answers
In 2026, buying study material online should come with clear guarantees about payment safety and after-sales support. iPassleader provides both for the CSI Financial Planning II (FPII) exam, alongside 62 verified practice questions in three formats.
CSI FP2 Exam Overview:
| Certification Vendor: | Canadian Securities Institute (CSI) |
|---|---|
| Exam Name: | Financial Planning II (FPII) |
| Exam Number: | FP2 |
| Exam Duration: | 180 minutes |
| Passing Score: | 60% |
| Exam Price: | Not separately specified; course enrolment options are CAD 800 (online with PDF textbook) and CAD 875 (online with hard-copy textbook) |
| Real Exam Qty: | 60 |
| Related Certifications: | Personal Financial Services Advice (PFSA) Personal Financial Planner (PFP) Certificate in Advanced Financial Advice Financial Planning I (FP I) |
| Available Languages: | English |
| Exam Format: | Proctored examination, One examination, Up to 3 attempts, Multiple-choice, Remote online or in-person at a test centre |
| Certificate Validity Period: | Not applicable as a standalone certification; successful completion provides a Notice of Course Completion. Course enrolment period: 1 year. |
| 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 |
|---|---|---|
| Topic 1: Retirement Planning | 20% | - Retirement Income Needs Analysis
|
| Topic 2: Estate Planning | 10% | - Trusts and Powers of Attorney
|
| Topic 3: Financial Planning Practice | 10% | - The Personal Financial Planning Process in Canada
|
| Topic 4: Investment and Tax Planning | 10% | - Tax Planning Strategies
|
| Topic 5: Financial Planning for Small Business | 15% | - Business Law and Agency Relationships
|
| Topic 6: Insurance Planning | 10% | - Life Insurance
|
| Topic 7: Family Law | 15% | - Financial and Property Issues
|
| Topic 8: Savings Planning and Debt Management | 10% | - Net Worth and Cash Management Planning
|
What to Know Before Buying FP2 Material
After each practice session, the online test engine records which questions you answered incorrectly and reminds you to revisit them in your next round. Reviewing your own mistakes daily shows you clearly where your weaknesses and strengths lie, so every session builds on the last instead of starting from scratch.
The CSI Financial Planning II (FPII) exam contains 60 questions, and you will have 180 minutes minutes to complete them. Practicing the full volume under a timer is the closest thing to rehearsing the real exam.
Yes. The online test engine lets you set a time limit for each practice session, so you can train yourself to allocate minutes per question the way you will need to in the real FP2 exam. Working under a clock at home makes time pressure on exam day feel routine rather than alarming.
The CSI Financial Planning II (FPII) exam requires a score of 60% to pass, 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). Since the exam fee is a real investment, thorough preparation is the most practical way to protect it.
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.
You can confirm the current eligibility requirements on the official FP2 exam page before you register.
The CSI Financial Planning II (FPII) practice questions are organized around the official exam objectives. Key topics include:
- Savings Planning and Debt Management (10%)
- Investment and Tax Planning (10%)
- Insurance Planning (10%)
Daily practice mapped to these topics keeps your preparation balanced across the whole syllabus.
This package includes 62 practice questions for the CSI Financial Planning II (FPII) exam. Every answer is verified by an experienced team of experts, so you can trust what you study.
CSI Financial Planning II (FPII) Sample Questions:
Franco is retiring from his job as a high school principal at the end of the year, at age 66. He has $100,000 in his group Registered Retirement Savings Plan (RRSP). His wife will continue to work for another 10 years, and he does not need money from his group RRSP. What would be the best retirement option for Franco?
- A. Transfer funds to a personal RRSP for five years, then transfer to a registered retirement income fund.
- B. Transfer the funds to a spousal RRSP.
- C. Leave it in the group RRSP.
- D. Transfer to his personal RRSP until his wife is fully retired.
Correct Answer: A 🗳️
Explanation: Only visible for iPassleader members. You can sign-up / login (it's free).
What factors are used for calculating contributions to an individual pension plan?
- A. Annual contributions required to fund the plan must be calculated based on the age of the employee, their earnings history and the benefit formula.
- B. Annual contributions are based on the employee's unused registered retirement savings plan deduction room plus 18% of their earned income from the previous year.
- C. Annual contributions are based on the lesser of 18% of the employee's salary paid by the employer or half the limit for money purchase plans.
- D. Annual contributions required to fund the plan must be calculated based on the age of the employee, the benefit formula and amount of business profits available.
Correct Answer: A 🗳️
Explanation: Only visible for iPassleader members. You can sign-up / login (it's free).
Xavier is a high-net-worth client in the highest tax bracket. He has maximized his child's registered education savings plan, and is interested in setting up an informal trust account to supplement his child's education savings. What is the most appropriate investment vehicle for this account to minimize taxes for Xavier?
- A. Equity mutual funds with focus on capital gains.
- B. Mature stocks paying dividends.
- C. Guaranteed Investment Certificate.
- D. Government of Canada Bond.
Correct Answer: A 🗳️
Explanation: Only visible for iPassleader members. You can sign-up / login (it's free).
Fiona and Stanley have provided the following data in order for their advisor to proceed with a capital needs analysis:
Fiona ($)
Assets
Stanley ($)
5,000
Cash
3,000
150,000
Life insurance
125,000
30,000
Investments
30,000
Fiona ($)
Estate obligations
Stanley ($)
15,000
Last expenses
15,000
10,000
Car loans
5,000
75,000
Mortgage outstanding
75,000
Assuming their required net monthly income is $3,000, and the discount rate is 6%, how much additional life insurance should Fiona and Stanley obtain respectively?
- A. $700,000 and $695,000.
- B. $515,000 and $537,000.
- C. $600,000 and $600,000.
- D. $685,000 and $663,000.
Correct Answer: B 🗳️
Explanation: Only visible for iPassleader members. You can sign-up / login (it's free).
Mr. and Mrs. Morrone are retired with two adult children, Joseph and Christine. The Morrones appointed Joseph as their power of attorney several years earlier but they have recently become concerned about him making decisions, particularly on some contentious family property. How can the Morrones address their concern?
- A. Restrict his authority to just property-related decisions.
- B. Grant joint power of attorney authority to both Joseph and Christine.
- C. Ensure that their power of attorney is continuing and enduring.
- D. Restrict his authority to a specific period of time.
Correct Answer: B 🗳️
Explanation: Only visible for iPassleader members. You can sign-up / login (it's free).
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