Welcome to TestSimulate

Pass Your Next Certification Exam Fast!

Everything you need to prepare, learn & pass your certification exam easily.

365 days free updates. First attempt guaranteed success.

Download CSI : FP2 Questions & Answers as PDF & Test Software

Updated: Oct 12, 2026

No. of Questions: 62 Questions & Answers with Testing Engine

Download Limit: Unlimited

Go To FP2 Questions

Choosing Purchase: "Online Test Engine"
Price: $69.00 

Reliable & Actual Study Materials for FP2 Exam Success

Our Online Test Engine & Self Test Software of TestSimulate FP2 actual study materials can simulate the exam scene so that you will have a good command of writing speed and time. Then multiple practices make you perfect while in the real CSI FP2 exam. The package practice version will not only provide you high-quality FP2 exam preparation materials but also various studying ways.

100% Money Back Guarantee

TestSimulate has an unprecedented 99.6% first time pass rate among our customers. We're so confident of our products that we provide no hassle product exchange.

  • Best exam practice material
  • Three formats are optional
  • 10 years of excellence
  • 365 Days Free Updates
  • Learn anywhere, anytime
  • 100% Safe shopping experience
  • Instant Download: Our system will send you the products you purchase in mailbox in a minute after payment. (If not received within 12 hours, please contact us. Note: don't forget to check your spam.)

FP2 Online Engine

FP2 Online Test Engine
  • Online Tool, Convenient, easy to study.
  • Instant Online Access
  • Supports All Web Browsers
  • Practice Online Anytime
  • Test History and Performance Review
  • Supports Windows / Mac / Android / iOS, etc.
  • Try Online Engine Demo

FP2 Self Test Engine

FP2 Testing Engine
  • Installable Software Application
  • Simulates Real Exam Environment
  • Builds FP2 Exam Confidence
  • Supports MS Operating System
  • Two Modes For Practice
  • Practice Offline Anytime
  • Software Screenshots

FP2 Practice Q&A's

FP2 PDF
  • Printable FP2 PDF Format
  • Prepared by FP2 Experts
  • Instant Access to Download
  • Study Anywhere, Anytime
  • 365 Days Free Updates
  • Free FP2 PDF Demo Available
  • Download Q&A's Demo

CSI FP2 Exam Overview:

Certification Vendor:Canadian Securities Institute (CSI)
Exam Name:Financial Planning II (FPII)
Exam Number:FP2
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)
Available Languages:English
Exam Format:Proctored examination, Up to 3 attempts, Remote online or in-person at a test centre, Multiple-choice, One examination
Exam Duration:180 minutes
Related Certifications:Personal Financial Services Advice (PFSA)
Financial Planning I (FP I)
Personal Financial Planner (PFP)
Certificate in Advanced Financial Advice
Real Exam Qty:60
Passing Score:60%
Sample Questions:CSI FP2 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:

SectionWeightObjectives
Estate Planning10%- Estate Distribution and Tax Planning
  • 1. Estate Planning for Individuals, Families and Business Owners
    • 2. Will Preparation and Probate
      • 3. Probate Fee and Estate Administration Cost Reduction
        • 4. Minimizing or Deferring Taxes at Death
          - Trusts and Powers of Attorney
          • 1. Taxation of Trusts
            • 2. Incapacity Planning and Substitute Decision-Making
              • 3. Powers of Attorney for Personal Care and Property
                • 4. Types of Trusts and Trust Establishment
                  Insurance Planning10%- General Insurance
                  • 1. Liability and Professional Liability Insurance
                    • 2. Homeowners and Automobile Insurance
                      - Life Insurance
                      • 1. Life Insurance Needs Analysis
                        • 2. Insurance Contract Provisions, Riders and Taxation
                          • 3. Personal and Business Applications of Life Insurance
                            - Disability and Health Insurance
                            • 1. Extended Health, Travel and Group Insurance
                              • 2. Government Disability Benefits and Workers' Compensation
                                • 3. Disability Income Insurance
                                  • 4. Critical Illness and Long-Term Care Insurance
                                    Retirement Planning20%- Retirement Income Needs Analysis
                                    • 1. Old Age Security and Guaranteed Income Supplement
                                      • 2. Managing Retirement Income Shortfalls
                                        • 3. Estimating Retirement Income Requirements
                                          • 4. Canada Pension Plan and Quebec Pension Plan
                                            - Registered Pension and Retirement Income Plans
                                            • 1. Registered Pension Plans and Deferred Profit Sharing Plans
                                              • 2. Annuities and Retirement Income Products
                                                • 3. Registered Retirement Income Funds and Life Income Funds
                                                  • 4. Registered Retirement Savings Plans
                                                    • 5. Individual Pension Plans and Executive Retirement Arrangements
                                                      Family Law15%- Fundamental Aspects of Family Law
                                                      • 1. Spousal Support and Child Support
                                                        • 2. Custody and Access
                                                          • 3. Marriage, Cohabitation, Separation and Divorce
                                                            - Financial and Property Issues
                                                            • 1. Disclosure Requirements and Financial Obligations
                                                              • 2. Domestic Contracts
                                                                • 3. Property Division on Relationship Breakdown
                                                                  • 4. Impact of Divorce on Financial Planning
                                                                    Financial Planning Practice10%- The Personal Financial Planning Process in Canada
                                                                    • 1. Identifying Client Goals and Risk Profiles
                                                                      • 2. Ethics and Financial Advisors
                                                                        • 3. The Six Steps of the Financial Planning Process
                                                                          • 4. The Financial Planning Business Today
                                                                            • 5. Client Responsibilities and Professional Standards
                                                                              Savings Planning and Debt Management10%- Debt Planning and Mortgages
                                                                              • 1. Debt Refinancing and Debt Service Ratios
                                                                                • 2. Lease-versus-Buy Decisions and Borrowing to Invest
                                                                                  • 3. Mortgage Planning and Real Estate Ownership
                                                                                    • 4. Consumer Credit and Debt Management
                                                                                      - Net Worth and Cash Management Planning
                                                                                      • 1. Budgeting and Savings Strategies
                                                                                        • 2. Net Worth and Cash Flow Analysis
                                                                                          • 3. Emergency Funding
                                                                                            Investment and Tax Planning10%- Tax Planning Strategies
                                                                                            • 1. Taxation of Business Structures
                                                                                              • 2. Income Deferral and Income Splitting
                                                                                                • 3. Tax Shelters and Tax-Efficient Strategies
                                                                                                  • 4. RESPs, RDSPs, TFSAs and In-Trust Accounts
                                                                                                    - Investment Management
                                                                                                    • 1. Investment Selection and Risk Management
                                                                                                      • 2. Modern Portfolio Theory and Asset Allocation
                                                                                                        • 3. Portfolio Performance Measurement and Benchmarking
                                                                                                          Financial Planning for Small Business15%- Business Law and Agency Relationships
                                                                                                          • 1. Agency Relationships
                                                                                                            • 2. Contract Termination and Discharge
                                                                                                              • 3. Contract Formation and Types of Contracts
                                                                                                                - Small Business Financial Planning
                                                                                                                • 1. Business Structures and Entity Selection
                                                                                                                  • 2. Business Valuation and Employment Law
                                                                                                                    • 3. Business Taxation
                                                                                                                      • 4. Business Succession and Estate Freezes

                                                                                                                        CSI Financial Planning II (FPII) Sample Questions:

                                                                                                                        Question #1

                                                                                                                        Sarah would like to add another stock holding to her portfolio. She is researching the financial condition of different companies and trying to determine their potential for future growth. What type of approach is Sarah taking when reviewing these companies?

                                                                                                                        • A. Passive investment strategy.
                                                                                                                        • B. Fundamental analysis.
                                                                                                                        • C. Tactical asset allocation.
                                                                                                                        • D. Technical analysis.
                                                                                                                        Reveal Solution  Discussion  0

                                                                                                                        Correct Answer: B  🗳️

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

                                                                                                                        Question #2

                                                                                                                        Tara bought an insurance policy on Wednesday, June 6. What date would her rescission right end?

                                                                                                                        • A. Friday, June 8.
                                                                                                                        • B. Friday, July 6.
                                                                                                                        • C. Saturday, June 16.
                                                                                                                        • D. Wednesday, June 20.
                                                                                                                        Reveal Solution  Discussion  0

                                                                                                                        Correct Answer: C  🗳️

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

                                                                                                                        Question #3

                                                                                                                        Evelyn spends a great deal of her money on vacations. Consequently, her net cash flow is not as much as she would like. What is the best strategy to help Evelyn improve her cash flow?

                                                                                                                        • A. Increase liquidity of her savings.
                                                                                                                        • B. Prioritize and control her spending.
                                                                                                                        • C. Set up a separate account to save for her next vacation.
                                                                                                                        • D. Reduce non-discretionary expenses.
                                                                                                                        Reveal Solution  Discussion  0

                                                                                                                        Correct Answer: B  🗳️

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

                                                                                                                        Question #4

                                                                                                                        Joshua and Marie are siblings who inherited an apartment building from their parents, which they now own jointly. They share the net profits equally, but they do not have a signed agreement. What ruling will the courts apply with respect to the existence of a partnership?

                                                                                                                        • A. They are deemed to be partners because they both have ownership in the apartment building.
                                                                                                                        • B. They are deemed to be partners because they share net profits.
                                                                                                                        • C. They are deemed not to be partners because they are operating at non-arm's length.
                                                                                                                        • D. They are deemed not to be partners because they do not have a written agreement.
                                                                                                                        Reveal Solution  Discussion  0

                                                                                                                        Correct Answer: B  🗳️

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

                                                                                                                        Question #5

                                                                                                                        Shelley has been engaged in the financial planning process with her client Kim. Shelley has just obtained permission from Kim to refer her to a lawyer for estate planning considerations. What stage of the financial planning process are Shelley and Kim in?

                                                                                                                        • A. Implementing recommendations.
                                                                                                                        • B. Establishing the client/advisor relationship.
                                                                                                                        • C. Collecting data and information.
                                                                                                                        • D. Analyzing data and information.
                                                                                                                        Reveal Solution  Discussion  0

                                                                                                                        Correct Answer: A  🗳️

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

                                                                                                                        Viewing page 1 out of 13 pages.
                                                                                                                        Viewing questions 1-5 out of 62 questions.

                                                                                                                        8%

                                                                                                                        I used your materials to pass FP2 today and am very happy,will visit your site again.

                                                                                                                        By Randolph

                                                                                                                        I used your updated FP2 study materials and passed my exam easily.

                                                                                                                        By Timothy

                                                                                                                        I thought FP2 exam is very difficult and I never thought that I would pass this FP2 exam ever.

                                                                                                                        By Ziv

                                                                                                                        I scored 92%! Perfect FP2 exam dumps.

                                                                                                                        By Brook

                                                                                                                        I purchased FP2 and FP2 real exam questions from TestSimulate.

                                                                                                                        By Elaine

                                                                                                                        I passed this FP2 again.

                                                                                                                        By Helen

                                                                                                                        Disclaimer Policy: The site does not guarantee the content of the comments. Because of the different time and the changes in the scope of the exam, it can produce different effect. Before you purchase the dump, please carefully read the product introduction from the page. In addition, please be advised the site will not be responsible for the content of the comments and contradictions between users.

                                                                                                                        TestSimulate FP2 practice test engine provide users the most accurate exam materials so that users can have a good learning about your exam. Most examinees choose our practice test engine as their only exam materials and pass exam successfully. Our high-quality FP2 practice test engine should be helpful for every user if you pay attention on our exam questions. Every penny will be worth.

                                                                                                                        Or if you are afraid, we have money back guarantee policy that if you fail exam after purchasing our FP2 practice test engine, we will full refund to you soon if you send us your failure score scanned and apply for refund. No Pass, Full Refund!

                                                                                                                        Frequently Asked Questions

                                                                                                                        Are your materials surely helpful and latest?

                                                                                                                        Yes, our FP2 exam questions are certainly helpful practice materials. Our pass rate is 99%. Our FP2 exam questions are compiled strictly. Our education experts are experienced in this line many years. We guarantee that our materials are helpful and latest surely. If you want to know more about our products, you can download our PDF free demo for reference. Also we have pictures and illustration for Self Test Software & Online Engine version.

                                                                                                                        When do your products update? How often do our FP2 exam products change?

                                                                                                                        All our products are the latest version. If you want to know details about each exam materials, our service will be waiting for you 7*24*365 online. Our exam products will updates with the change of the real FP2 test. It is different for each exam code.

                                                                                                                        How long will my FP2 exam materials be valid after purchase?

                                                                                                                        All our products can share 365 days free download for updating version from the date of purchase. So don't worry. The exam materials will be valid for 365 days on our site.

                                                                                                                        How can I know if you release new version? How can I download the updating version?

                                                                                                                        We have professional system designed by our strict IT staff. Once the FP2 exam materials you purchased have new updates, our system will send you a mail to notify you including the downloading link automatically, or you can log in our site via account and password, and then download any time. As we all know, procedure may be more accurate than manpower.

                                                                                                                        Should I need to register an account on your site?

                                                                                                                        No. After purchase, our system will set up an account and password by your purchasing information. You can use it directly or you can change your password as you like. No need to register an account yourself.

                                                                                                                        Do you have money back policy? How can I get refund if fail?

                                                                                                                        Yes, we have money back guarantee if you fail exam with our products. Applying for refund is simple that you send email to us for applying refund attached your failure score scanned. Money will be back to what you pay. Normally we support Credit Card for most countries. Our refund validity is 60 days from the date of your purchase. Our customer service is 365 days warranty. Users can receive our latest materials within one year.

                                                                                                                        What is the Self Test Software? How to use it? How about Online Test Engine?

                                                                                                                        Self Test Software should be downloaded and installed in Window system with Java script. After purchase, we will send you email including download link, you click the link and download directly. If your computer is not the Window system and Java script, you can choose to purchase Online Test Engine. It is available for all device such Mac.

                                                                                                                        Can I purchase PDF files? Can I print out?

                                                                                                                        Yes, you can choose PDF version and print out. PDF version, Self Test Software and Online Test Engine cover same questions and answers. PDF version is printable.

                                                                                                                        How many computers can Self Test Software be downloaded? How about Online Test Engine?

                                                                                                                        Self Test Software can be downloaded in more than two hundreds computers. It is no limitation for the quantity of computers. So does Online Test Engine. You can use Online Test Engine in any device.

                                                                                                                        Over 74204+ Satisfied Customers

                                                                                                                        McAfee Secure sites help keep you safe from identity theft, credit card fraud, spyware, spam, viruses and online scams

                                                                                                                        Our Clients