CSI FP2 Q&A - in .pdf
- Exam Code: FP2
- Exam Name: Financial Planning II (FPII)
- Updated: Oct 13, 2026
- Q & A: 62 Questions and Answers
- Printable CSI FP2 PDF Format. It is an electronic file format regardless of the operating system platform.
- PDF Price: $59.99
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CSI FP2 Q&A - Testing Engine
- Exam Code: FP2
- Exam Name: Financial Planning II (FPII)
- Updated: Oct 13, 2026
- Q & A: 62 Questions and Answers
- Install on multiple computers for self-paced, at-your-convenience training.
- PC Test Engine Price: $59.99
- Testing Engine
CSI FP2 Value Pack (Frequently Bought Together)
- If you purchase CSI FP2 Value Pack, you will also own the free online test engine.
- PDF Version + PC Test Engine + Online Test Engine
- Value Pack Total: $119.98 $79.99
About CSI FP2 Exam
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CSI FP2 Exam Overview:
| Certification Vendor: | Canadian Securities Institute (CSI) |
|---|---|
| Exam Name: | Financial Planning II (FPII) |
| Exam Number: | FP2 |
| Exam Format: | Multiple-choice, Proctored exam (remote or test centre) |
| Certificate Validity Period: | Course enrollment period: 1 year |
| Related Certifications: | Personal Financial Planner (PFP®) Associate Financial Planner (AFP) |
| Exam Price: | Varies by enrollment package and region (CAD pricing applies) |
| Real Exam Qty: | 60 |
| Exam Duration: | 180 minutes |
| Available Languages: | French, English |
| Passing Score: | 60% |
| 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 |
|---|---|---|
| Topic 1: Retirement Planning | 20% | - Retirement income sources and strategies - Government benefits and retirement plans |
| Topic 2: Estate Planning | 10% | - Wills, trusts and succession planning - Estate transfer strategies |
| Topic 3: Financial Planning Practice | 10% | - Professional standards and ethical practices - Financial planning process and client relationship management |
| Topic 4: Insurance Planning | 10% | - Risk management and insurance products - Insurance needs analysis |
| Topic 5: Family Law | 15% | - Legal implications in financial planning - Family property and financial considerations |
| Topic 6: Savings Planning & Debt Management | 10% | - Debt management techniques - Savings strategies and cash flow management |
| Topic 7: Investment and Tax Planning | 10% | - Investment strategies and portfolio considerations - Tax planning concepts |
| Topic 8: Financial Planning for Small Business | 15% | - Small business financial strategies - Business ownership structures and planning |
FP2 Exam FAQ: The Details That Matter
The CSI Financial Planning II (FPII) exam requires 60% to pass, and registration costs Varies by enrollment package and region (CAD pricing applies). A failed attempt means paying the same fee again — a readiness check with the TorrentValid engines before booking is the cheaper option.
CSI recommends these training resources for the CSI Financial Planning II (FPII) exam:
Follow the training with steady self-testing — the 62 practice questions from TorrentValid help you apply theory and fill any gaps the training leaves.
The FP2 exam is a CSI certification exam validating the CSI Financial Planning II (FPII) syllabus shown above. It belongs to these credential paths: Personal Financial Planner (PFP®), Associate Financial Planner (AFP). Candidates in 2026 prepare for it with TorrentValid's 62 practice questions, available as a printable PDF, a Windows Desktop Test Engine, and an Online Test Engine — three versions of the same materials.
TorrentValid issues a full refund if you take the CSI Financial Planning II (FPII) exam within 60 days of purchase and do not pass. The policy does not apply if the exam is taken within 3 days of purchase, if the exam was never actually taken, or to free materials or expired orders, and the candidate name must match the payer name. Submit a scan of your enrollment slip and the official Score Report PDF within 2 days of the exam; claims are processed within 7 days. Alternatively, exchange for two free exam products of equal value and keep your original update service. Orders arrive by email within 1 minute — contact support if nothing arrives within 2 hours.
Online proctored exam or in-person test centre delivery. Register for the CSI Financial Planning II (FPII) exam through these official channels:
After booking, TorrentValid delivers your practice questions within 1 minute — preparation starts the same day.
The CSI Financial Planning II (FPII) exam contains 60 to complete within 180 minutes. Timed simulation in the TorrentValid Desktop Test Engine teaches that rhythm before exam day does.
The official CSI Financial Planning II (FPII) outline defines 8 domains. The leading three are Estate Planning (10%), Financial Planning Practice (10%), and Insurance Planning (10%). The full list is in the topics section above, and TorrentValid's 62 practice questions cover each one.
Three versions of the same study materials: a printable, expert-prepared PDF with free demo download and instant access; a Desktop Test Engine for Windows that simulates the real exam with two practice modes and works offline; and an Online Test Engine for any browser on Windows, Mac, Android, and iOS with test history and performance review. All 62 practice questions are identical across versions. Every purchase includes 365 days of free updates — whenever a new version is compiled, it is sent to you automatically — plus a 50% renewal discount afterward and unlimited computer installations.
Recommended completion of Financial Planning I (FPI) or equivalent financial planning knowledge before taking FP2. Since requirements change over time, confirm the latest on the official CSI exam page before scheduling.
CSI Financial Planning II (FPII) Sample Questions:
What factors are used for calculating contributions to an individual pension plan?
- A. Annual contributions required to fund the plan must be calculated based on the age of the employee, the benefit formula and amount of business profits available.
- B. Annual contributions are based on the employee's unused registered retirement savings plan deduction room plus 18% of their earned income from the previous year.
- C. Annual contributions are based on the lesser of 18% of the employee's salary paid by the employer or half the limit for money purchase plans.
- D. Annual contributions required to fund the plan must be calculated based on the age of the employee, their earnings history and the benefit formula.
Correct Answer: D 🗳️
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Kimberly, age 24, has few assets, and is single with no children. Kimberly has a 10-year-old niece Tanya who she would like her entire estate to be distributed to at death. She consults with her lawyer Jackie to write a will. What is the most important clause Jackie should add in Kimberly's will?
- A. Funeral instructions and requirement to pay all debts and obligations.
- B. Discretionary encroachment.
- C. Appointment of a guardian for a minor.
- D. Discretionary powers to divest assets, borrow from estate and to make investment decisions.
Correct Answer: B 🗳️
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Roy gifted his nephew Charles, age 16, shares for his birthday. The managed portfolio will generate both dividends, and capital gains and losses. What will be Roy's future tax implications, with respect to this transfer, until Charles reaches the age of majority?
- A. Dividend income is attributed to Roy.
- B. No gains, losses or income are attributed to Roy.
- C. Capital gains are attributed to Roy.
- D. Capital losses are attributed to Roy.
Correct Answer: A 🗳️
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Spouse A, age 69, has been making regular contributions to a spousal Registered Retirement Savings Plan for spouse B, age 65. Assuming Spouse A has sufficient unused contribution room to carry forward, how long can they continue making contributions on behalf of Spouse B?
- A. End of the calendar year, in which Spouse A turns 71.
- B. First 60 days of the year, in which Spouse A turns 71.
- C. End of the calendar year, in which Spouse B turns 71.
- D. First 60 days of the year, in which Spouse B turns 71.
Correct Answer: C 🗳️
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If an employee earns more than the yearly maximum pensionable earnings, but an employer continues to deduct Canada Pension Plan contributions, what will happen to the excess contributions?
- A. The employee will receive the excess contributions as a refund on their tax return.
- B. The employee can elect to transfer the excess contributions to a Registered Retirement Savings Plan.
- C. The employer will receive the excess contributions back to apply to the next year's contribution period.
- D. The employer must return the excess contributions to the employee as a taxable benefit.
Correct Answer: A 🗳️
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