Updated: Oct 12, 2026
No. of Questions: 62 Questions & Answers with Testing Engine
Download Limit: Unlimited
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.
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| 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 |
| Section | Weight | Objectives |
|---|---|---|
| Estate Planning | 10% | - Estate Distribution and Tax Planning
|
| Insurance Planning | 10% | - General Insurance
|
| Retirement Planning | 20% | - Retirement Income Needs Analysis
|
| Family Law | 15% | - Fundamental Aspects of Family Law
|
| Financial Planning Practice | 10% | - The Personal Financial Planning Process in Canada
|
| Savings Planning and Debt Management | 10% | - Debt Planning and Mortgages
|
| Investment and Tax Planning | 10% | - Tax Planning Strategies
|
| Financial Planning for Small Business | 15% | - Business Law and Agency Relationships
|
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?
Correct Answer: B 🗳️
Explanation: Only visible for TestSimulate members. You can sign-up / login (it's free).
Tara bought an insurance policy on Wednesday, June 6. What date would her rescission right end?
Correct Answer: C 🗳️
Explanation: Only visible for TestSimulate members. You can sign-up / login (it's free).
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?
Correct Answer: B 🗳️
Explanation: Only visible for TestSimulate members. You can sign-up / login (it's free).
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?
Correct Answer: B 🗳️
Explanation: Only visible for TestSimulate members. You can sign-up / login (it's free).
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?
Correct Answer: A 🗳️
Explanation: Only visible for TestSimulate members. You can sign-up / login (it's free).
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