CSI Financial Planning II (FPII) : FP2
- Exam Code: FP2
- Exam Name: Financial Planning II (FPII)
- Q & A: 62 Questions and Answers
About CSI Financial Planning II (FPII) : FP2 Exam
In 2026, employers still look for credentials they can verify quickly, and FP2 remains one of them. TorrentVCE gives that goal a realistic path: 62 verified practice questions, marked-error feedback, and updates that follow the exam as it evolves.
CSI FP2 Exam Overview:
| Certification Vendor: | Canadian Securities Institute (CSI) |
|---|---|
| Exam Name: | Financial Planning II (FPII) |
| Exam Number: | FP2 |
| Real Exam Qty: | 60 |
| Exam Price: | Varies by enrollment package and region (CAD pricing applies) |
| Certificate Validity Period: | Course enrollment period: 1 year |
| Related Certifications: | Associate Financial Planner (AFP) Personal Financial Planner (PFP®) |
| Available Languages: | English, French |
| Passing Score: | 60% |
| Exam Format: | Multiple-choice, Proctored exam (remote or test centre) |
| Exam Duration: | 180 minutes |
| Recommended Training: | CSI Financial Planning II (FPII) Course |
| Exam Registration: | CSI Financial Planning II (FPII) Exam Registration |
| Sample Questions: |  |
| 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:
| Section | Weight | Objectives |
|---|---|---|
| Insurance Planning | 10% | - Insurance needs analysis - Risk management and insurance products |
| Financial Planning for Small Business | 15% | - Business ownership structures and planning - Small business financial strategies |
| Estate Planning | 10% | - Estate transfer strategies - Wills, trusts and succession planning |
| Savings Planning & Debt Management | 10% | - Savings strategies and cash flow management - Debt management techniques |
| Family Law | 15% | - Family property and financial considerations - Legal implications in financial planning |
| Financial Planning Practice | 10% | - Financial planning process and client relationship management - Professional standards and ethical practices |
| Investment and Tax Planning | 10% | - Investment strategies and portfolio considerations - Tax planning concepts |
| Retirement Planning | 20% | - Government benefits and retirement plans - Retirement income sources and strategies |
What Candidates Ask About CSI Financial Planning II (FPII)
The CSI Financial Planning II (FPII) content is the same across all three formats: a printable PDF, a software engine, and an online engine. The free demo lets you try each interface before buying, so you can pick the one that matches how you study rather than guessing.
The package contains 62 practice questions for the FP2 exam, all verified by our IT experts. A free demo is available so you can review the style before you buy.
- Financial Planning for Small Business (15%)
- Savings Planning & Debt Management (10%)
- Insurance Planning (10%)
Use the weights above to divide your study time where it matters most.
The engine presents CSI Financial Planning II (FPII) questions in random order, so each session feels like a fresh test rather than a memorized list. After every simulated exam you receive a score, and your errors are clearly marked, which makes it easy to see your weak and strong areas and build a focused study plan.
The real FP2 exam gives you 180 minutes minutes for 60 questions. The engine lets you rehearse under the same kind of time pressure, so pacing decisions become automatic.
CSI Financial Planning II (FPII) Exam Registration: register for FP2
CSI Financial Planning II (FPII) Course: Visit official page
To pass FP2 you need 60%, and the official fee is Varies by enrollment package and region (CAD pricing applies). Setting the target score early makes it easier to measure your progress in practice tests.
Recommended completion of Financial Planning I (FPI) or equivalent financial planning knowledge before taking FP2.
CSI Financial Planning II (FPII) Sample Questions:
What is the most common going-concern valuation method used to determine the value of a business?
- A. Capitalization of earnings.
- B. Liquidation value.
- C. Discounted cash flow.
- D. Adjusted book value.
Correct Answer: A 🗳️
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William and Sage entered into a contract for Sage to purchase a building from William in three months' time, but the building had a fire and burned down after two months. What defense would best support the termination of this contractual relationship?
- A. Operation of law.
- B. Performance.
- C. Breach of term.
- D. Frustration.
Correct Answer: D 🗳️
Explanation: Only visible for TorrentVCE members. You can sign-up / login (it's free).
The following table outlines details for a life insurance policy issued in 1995:
Details
Amounts
Cash surrender value
$8,000
Premiums paid
$6,000
Dividends declared
$1,500
Net cost of pure insurance
$750
Marginal tax rate
30%
Assuming the policy is completely surrendered, what are the taxes payable?
- A. $4,250.
- B. $825.
- C. $1,275.
- D. $2,750.
Correct Answer: C 🗳️
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What is the tax treatment on disability assistance payments for Registered Disability Savings Plans?
- A. Disability assistance payments are not taxable income.
- B. Disability assistance payments are taxed on the grant and income earned portions.
- C. Disability assistance payments reduce government-funded disability benefits and tax credits.
- D. Disability assistance payments are fully taxable based in the hands of the recipient.
Correct Answer: B 🗳️
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Peter and Anna have been feeling like their debt is out of control. They have several credit cards maxed out along with vehicle loans and are having trouble keeping up with all of the payments. The couple does not own a home, but both have stable employment. They are meeting with their financial advisor, Joy, to discuss options for their debt situation. What is the most suitable option for them?
- A. Consolidation loan.
- B. Automatic discharge.
- C. Line of credit.
- D. Bankruptcy.
Correct Answer: A 🗳️
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