Exam Name: Financial Planning II (FPII)
Certification Provider: CSI
Corresponding Certification: Canadian Securities Course
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No. of Questions: 62 Questions & Answers with Exam Engine
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- Total Questions: 62
- Updated on: Oct 12, 2026
- Price: $69.00
FP2 PDF Practice Q&A's
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- Total Questions: 62
- Updated on: Oct 12, 2026
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- Total Questions: 62
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Version currency is printed right on the product: NewPassLeader staff check the CSI Financial Planning II (FPII) collection daily, and your 2026 purchase includes 365 days of free updates to the FP2 practice questions.
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) |
| Exam Format: | Up to 3 attempts, Remote online or in-person at a test centre, Proctored examination, One examination, Multiple-choice |
| Exam Duration: | 180 minutes |
| Available Languages: | English |
| Passing Score: | 60% |
| Real Exam Qty: | 60 |
| Related Certifications: | Personal Financial Services Advice (PFSA) Certificate in Advanced Financial Advice Financial Planning I (FP I) Personal Financial Planner (PFP) |
| Sample Questions: | DOWNLOAD DEMO |
| 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:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Savings Planning and Debt Management | 10% | - Debt Planning and Mortgages
|
| Topic 2: Financial Planning Practice | 10% | - The Personal Financial Planning Process in Canada
|
| Topic 3: Insurance Planning | 10% | - Life Insurance
|
| Topic 4: Family Law | 15% | - Financial and Property Issues
|
| Topic 5: Financial Planning for Small Business | 15% | - Business Law and Agency Relationships
|
| Topic 6: Estate Planning | 10% | - Trusts and Powers of Attorney
|
| Topic 7: Investment and Tax Planning | 10% | - Investment Management
|
| Topic 8: Retirement Planning | 20% | - Retirement Income Needs Analysis
|
FP2 Exam FAQ: Before You Book Your Seat
CSI Financial Planning II (FPII) is an official Canadian Securities Institute (CSI) exam, listed under exam code FP2. A passing result earns you the Canadian Securities Course certification at the Advanced level. It also ties into Personal Financial Planner (PFP), Certificate in Advanced Financial Advice, Personal Financial Services Advice (PFSA), Financial Planning I (FP I), extending its value across your certification roadmap. Employers read this credential as verified competence, which is why it keeps appearing in job requirements.
Expect 60 questions inside 180 minutes on the CSI Financial Planning II (FPII) exam. That pace punishes hesitation, so rehearse it: the NewPassLeader software engine simulates the real exam scene, reminds you of the questions you got wrong, and pushes you to re-practice them until the clock stops being your enemy.
Passing CSI Financial Planning II (FPII) requires 60%, and the official registration fee is Not separately specified; course enrolment options are CAD 800 (online with PDF textbook) and CAD 875 (online with hard-copy textbook). Retakes charge the full Not separately specified; course enrolment options are CAD 800 (online with PDF textbook) and CAD 875 (online with hard-copy textbook) again, which is why experienced candidates treat preparation as the cheaper exam fee. Verify your readiness with repeated NewPassLeader practice scores above the requirement before you commit to a date.
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.
Requirements evolve, so confirm the current conditions before registering on the official exam page.
Yes. NewPassLeader provides a free download demo of the CSI Financial Planning II (FPII) material, so you can check the content before choosing a version. After purchase, a one-year warranty covers you: the latest version is sent to you as it releases, free for 365 days, and after expiry you can extend the update service at a 50% discount.
Your purchase is covered by a 100% money-back guarantee with clear conditions. Take the CSI Financial Planning II (FPII) exam within 60 days of purchase; if you fail, provide your unqualified result by submitting a scanned enrollment slip and the official Score Report PDF within 2 days of the exam, and the full refund is processed within 7 days. The exam must match your product, candidate and payer names must match, and attempts within 3 days of purchase, unused downloads, free materials, and expired orders are not covered. Alternatively, exchange for two other exam products of equal value, free, or wait for updates while keeping your original product's update service.
Delivery is instant: files unlock for download at payment and are emailed within one minute. If nothing arrives within 2 hours, check spam and contact customer service, which works 7/24 and normally replies within two hours. Installation is unlimited across your computers.
The CSI Financial Planning II (FPII) syllabus spans 8 domains, led by Savings Planning and Debt Management (10%), Insurance Planning (10%), and Retirement Planning (20%). The complete topic list is published above; candidates who study the map first rarely get lost later.
CSI Financial Planning II (FPII) Sample Questions:
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. Bankruptcy.
- B. Consolidation loan.
- C. Line of credit.
- D. Automatic discharge.
Correct Answer: B 🗳️
Explanation: Only visible for NewPassLeader members. You can sign-up / login (it's free).
Chris reviewed the current investment portfolio of his client, Judy. Chris determined that Judy needs a higher rate of return in order to retire within five years. Judy's portfolio is concentrated in fixed income instruments.
What is Chris's next step to help Judy achieve her retirement goal?
- A. Determine how Judy can achieve her retirement goal.
- B. Determine an acceptable level of risk for Judy's portfolio.
- C. Determine the type of investments for Judy's portfolio.
- D. Determine whether Judy can save more money.
Correct Answer: B 🗳️
Explanation: Only visible for NewPassLeader members. You can sign-up / login (it's free).
How long does an executor have to make a spousal Registered Retirement Savings Plan contribution on behalf of a deceased person?
- A. The executor may contribute up to 6 months after the date of death.
- B. The executor may contribute up to 60 days after the year-end.
- C. The executor may contribute up to the end of the calendar year.
- D. The executor may contribute up to 60 days after the date of death.
Correct Answer: B 🗳️
Explanation: Only visible for NewPassLeader 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?
- A. Reduce non-discretionary expenses.
- B. Prioritize and control her spending.
- C. Increase liquidity of her savings.
- D. Set up a separate account to save for her next vacation.
Correct Answer: B 🗳️
Explanation: Only visible for NewPassLeader members. You can sign-up / login (it's free).
Fatima would like to make a prepayment on her mortgage and her bank advises her that she has a closed mortgage so there will be a penalty, using the three months interest formula. Calculate the penalty, assuming that Fatima's mortgage rate is 5% with 36 months remaining and there is $250,000 balance outstanding on the mortgage.
- A. $3,125.
- B. $1,042.
- C. $7,493.
- D. $4,167.
Correct Answer: A 🗳️
Explanation: Only visible for NewPassLeader members. You can sign-up / login (it's free).
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