CSI FP2 Exam Details & Actual Exam Questions
- Exam Code/Number: FP2
- Exam Name/Title: Financial Planning II (FPII)
- Certification Provider: CSI
- Corresponding Certification: Canadian Securities Course
- Exam Questions: 62
- Updated On: Oct,29 2026
- Certification Level: Advanced
CSI Financial Planning II (FPII) Exam Questions
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(8 Up Votes)CSI FP2 Exam Overview:
| Certification Vendor: | Canadian Securities Institute (CSI) |
|---|---|
| Exam Name: | Financial Planning II (FPII) Examination |
| Exam Number: | FP2 |
| Available Languages: | French, English |
| Exam Format: | Proctored delivery: remote or in-person test centre, Multiple-choice questions |
| Related Certifications: | Qualified Associate Financial Planner (QAFP™) Financial Planning I (FPI / FP1) Personal Financial Planner (PFP®) CFP® Certification (via CSI pathway) |
| Exam Duration: | 180 minutes |
| Exam Price: | CAD 800 – CAD 875 (course + exam access, varies by format) |
| Real Exam Qty: | 60 |
| Passing Score: | 60% |
| Certificate Validity Period: | 12 months (enrolment period) |
| Recommended Training: | Official FP2 Full Course FP2 Curriculum & Study Materials FP2 Check – Official Practice Exams |
| Exam Registration: | Exam Booking & Scheduling Guide CSI FP2 Enrolment & Registration |
| Sample Questions: | CSI FP2 Sample Questions |
| Exam Way: | Proctored online (remote proctoring) or in-person at authorized CSI test centre |
| Pre Condition: | Recommended prerequisite: Financial Planning I (FP1 / FPI) or equivalent knowledge; no mandatory exam requirement to register |
| Official Syllabus URL: | https://www.csi.ca/en/learning/courses/fp2/ |
CSI FP2 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Savings Planning & Debt Management | 10% | - Debt management and repayment plans - Savings vehicles and strategies |
| Topic 2: Estate Planning | 10% | - Estate taxation and wealth transfer - Wills, trusts, and powers of attorney |
| Topic 3: Investment and Tax Planning | 10% | - Tax-efficient investing and income planning - Investment portfolio construction |
| Topic 4: Financial Planning for Small Business | 15% | - Succession planning and exit strategies - Business structure and financial considerations |
| Topic 5: Family Law | 15% | - Marriage, cohabitation, and separation agreements - Support obligations and asset division |
| Topic 6: Insurance Planning | 10% | - Life, disability, and critical illness insurance - Property and liability risk management |
| Topic 7: Retirement Planning | 20% | - Retirement savings and withdrawal strategies - Government and private retirement programs - Retirement income needs analysis |
| Topic 8: Financial Planning Practice | 10% | - Financial plan development process - Client engagement and data gathering |
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