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  • Total Questions: 62
  • Updated on: Oct 12, 2026
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Choosing exam materials blindly is a gamble with your 2026 certification plans. Lead2PassExam takes the guesswork out: a free demo lets you inspect real FP2 sample content before paying, and the full bank covers every CSI Financial Planning II (FPII) objective.

CSI FP2 Exam Overview:

Certification Vendor:Canadian Securities Institute (CSI)
Exam Name:Financial Planning II (FPII)
Exam Number:FP2
Exam Duration:180 minutes
Exam Format:Multiple-choice, Proctored exam (remote or test centre)
Passing Score:60%
Certificate Validity Period:Course enrollment period: 1 year
Real Exam Qty:60
Available Languages:English, French
Exam Price:Varies by enrollment package and region (CAD pricing applies)
Related Certifications:Associate Financial Planner (AFP)
Personal Financial Planner (PFP®)
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
Topic 1: Financial Planning Practice10%- Financial planning process and client relationship management
- Professional standards and ethical practices
Topic 2: Family Law15%- Family property and financial considerations
- Legal implications in financial planning
Topic 3: Insurance Planning10%- Insurance needs analysis
- Risk management and insurance products
Topic 4: Estate Planning10%- Wills, trusts and succession planning
- Estate transfer strategies
Topic 5: Retirement Planning20%- Government benefits and retirement plans
- Retirement income sources and strategies
Topic 6: Investment and Tax Planning10%- Investment strategies and portfolio considerations
- Tax planning concepts
Topic 7: Savings Planning & Debt Management10%- Debt management techniques
- Savings strategies and cash flow management
Topic 8: Financial Planning for Small Business15%- Small business financial strategies
- Business ownership structures and planning

FP2 Questions Answered: Format, Cost, and Prep

Immediately after checkout, your download link appears on screen and an automatic email with the materials lands in your inbox in about a minute. You can install the software on as many devices as you need, and if the email has not arrived within two hours, our support team will step in. Every purchase includes 365 days of free updates — each revision is compiled in step with current exam trends and emailed to you automatically — followed by a 50% renewal discount when the period ends.

A professional team, for one thing. Our experts compile the FP2 bank in step with current exam trends, every answer is expert-verified, and there are no amateurs in the group — career-elite advisors also stand by with progress advice when you need direction. Just as important is the relationship: we stay in close contact with users, fold their feedback into every revision, and back each CSI Financial Planning II (FPII) purchase with a free demo, 365 days of free updates, and a clearly stated refund policy.

CSI points candidates toward these official training options:

Combine a course that fits your schedule with regular question practice for the steadiest progress.

CSI sets the following prerequisites for the CSI Financial Planning II (FPII): Recommended completion of Financial Planning I (FPI) or equivalent financial planning knowledge before taking FP2..

Confirm the current requirements on the official certification page before booking.

The CSI Financial Planning II (FPII) blueprint is organized into these main domains:

  • Family Law (15%)
  • Financial Planning Practice (10%)
  • Investment and Tax Planning (10%)

Further domains complete the official outline, and our question bank spans all of them.

Registration runs through the official channels listed here:

Choose a test center or online appointment that fits your calendar, and book ahead to lock in your preferred date.

We take responsibility for our materials. If you fail the corresponding exam within 60 days of purchase, send us a scanned copy of your enrollment slip and your official Score Report PDF within two days of the exam date, and we will process a full refund within seven days of verification. Please note the exclusions: exams taken within three days of purchase are not eligible, the candidate name must match the payer, and free or expired products are not covered. If you would rather switch direction, we can exchange your product for two others of equal value instead.

According to the latest exam information, the FP2 exam contains 60 questions and runs for 180 minutes minutes. Timing yourself during practice sessions is a smart habit — pacing problems sink more candidates than knowledge gaps.

At present, the passing score for the FP2 exam is 60% and the registration fee is Varies by enrollment package and region (CAD pricing applies). Both figures are set by CSI and can change, so double-check them on the official site when you register.

CSI Financial Planning II (FPII) Sample Questions:

When a Canadian works abroad for a Canadian employer, what proof must be provided to have that time qualify as residence in Canada for Old Age Security?

  • A. Proof of paying Canadian Income Tax.
  • B. Proof of returning to Canada within one year of ending employment and proof of paying Canadian income taxes.
  • C. Proof of employment from the Canadian employer and proof of physically returning to Canada within 6 months of ending employment.
  • D. Proof of Canadian Residency.
Reveal Solution  Discussion  0

Correct Answer: C  🗳️

Explanation: Only visible for Lead2PassExam members. You can sign-up / login (it's free).

Which resource will affect a pensioner's Guaranteed Income Supplement entitlement?

  • A. Dividends.
  • B. Cottage property.
  • C. Old Age Security income.
  • D. Investment assets.
Reveal Solution  Discussion  0

Correct Answer: A  🗳️

Explanation: Only visible for Lead2PassExam members. You can sign-up / login (it's free).

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 2016.
  • B. November 2015.
  • C. November 2013.
  • D. November 2017.
Reveal Solution  Discussion  0

Correct Answer: B  🗳️

Explanation: Only visible for Lead2PassExam members. You can sign-up / login (it's free).

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. Leave it in the group RRSP.
  • B. Transfer the funds to a spousal RRSP.
  • C. Transfer funds to a personal RRSP for five years, then transfer to a registered retirement income fund.
  • D. Transfer to his personal RRSP until his wife is fully retired.
Reveal Solution  Discussion  0

Correct Answer: C  🗳️

Explanation: Only visible for Lead2PassExam members. You can sign-up / login (it's free).

Genki is reviewing the following portfolios:
* Portfolio W earns 18% with a standard deviation of 25%.
* Portfolio X earns 19% with a standard deviation of 30%.
* Portfolio Y earns 21% with a standard deviation of 20%.
* Portfolio Z earns 23% with a standard deviation of 22%.
The risk-free rate is 6%. Which portfolio performs the best on a risk-adjusted basis?

  • A. Portfolio Y.
  • B. Portfolio W.
  • C. Portfolio Z.
  • D. Portfolio X.
Reveal Solution  Discussion  0

Correct Answer: C  🗳️

Explanation: Only visible for Lead2PassExam members. You can sign-up / login (it's free).

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