CSI : FP2 Questions & Answers
Last Updated: Oct 11, 2026
No. of Questions: 62 Questions & Answers with Testing Engine
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CSI FP2 Practice Q&A's
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Nobody should regret a purchase. That is why ActualTorrent offers a free trial download of the FP2 materials before you pay — inspect the CSI Financial Planning II (FPII) sample content carefully, ask us anything, and buy only when you are sure it fits.
CSI FP2 Exam Overview:
| Certification Vendor: | Canadian Securities Institute (CSI) |
|---|---|
| Exam Name: | Financial Planning II (FPII) Examination |
| Exam Number: | FP2 |
| Real Exam Qty: | 60 |
| Passing Score: | 60% |
| Exam Price: | CAD 800 – CAD 875 (course + exam access, varies by format) |
| Related Certifications: | Personal Financial Planner (PFP®) Financial Planning I (FPI / FP1) CFP® Certification (via CSI pathway) Qualified Associate Financial Planner (QAFP™) |
| Exam Format: | Proctored delivery: remote or in-person test centre, Multiple-choice questions |
| Available Languages: | French, English |
| Exam Duration: | 180 minutes |
| Certificate Validity Period: | 12 months (enrolment period) |
| Recommended Training: | FP2 Curriculum & Study Materials FP2 Check – Official Practice Exams Official FP2 Full Course |
| Exam Registration: | Exam Booking & Scheduling Guide CSI FP2 Enrolment & Registration |
| Sample Questions: | DOWNLOAD DEMO |
| 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 |
|---|---|---|
| Insurance Planning | 10% | - Property and liability risk management - Life, disability, and critical illness insurance |
| Family Law | 15% | - Marriage, cohabitation, and separation agreements - Support obligations and asset division |
| Savings Planning & Debt Management | 10% | - Debt management and repayment plans - Savings vehicles and strategies |
| Financial Planning Practice | 10% | - Financial plan development process - Client engagement and data gathering |
| Estate Planning | 10% | - Wills, trusts, and powers of attorney - Estate taxation and wealth transfer |
| Financial Planning for Small Business | 15% | - Succession planning and exit strategies - Business structure and financial considerations |
| Investment and Tax Planning | 10% | - Tax-efficient investing and income planning - Investment portfolio construction |
| Retirement Planning | 20% | - Retirement income needs analysis - Government and private retirement programs - Retirement savings and withdrawal strategies |
Before You Register for FP2: Read This First
CSI lists these official training resources for candidates:
Structured training plus consistent question practice gives the most durable results.
Registration runs through CSI's official channels:
Set up your profile, choose a test center or online slot, and book early — good dates disappear quickly.
By treating quality as a system, not a slogan. Our experts specialize in CSI technology and constantly upgrade the FP2 bank, with expert-verified answers across the CSI Financial Planning II (FPII) objectives. You can download a free trial before paying, pay securely by credit card on our trusted payment platform, and rely on 365 days of free updates afterward — every revision is emailed to you automatically. Questions at any point get immediate answers from our support team.
The CSI Financial Planning II (FPII) blueprint centers on these domains:
- Savings Planning & Debt Management (10%)
- Financial Planning for Small Business (15%)
- Investment and Tax Planning (10%)
The full official outline lists further domains, and our bank covers them all.
According to current exam information, the FP2 exam presents 60 questions within a 180 minutes-minute limit. Timed practice sessions are the simplest way to make that constraint feel familiar before the real day.
Upon successful payment, our system automatically sends the product to your mailbox — typically within about a minute — and a download link appears immediately. If nothing arrives within two hours, check your spam folder and contact support. Install on unlimited devices, and enjoy 365 days of free updates: you receive an email with the updated FP2 materials whenever a revision is released, followed by a 50% renewal discount at the end of the period.
CSI publishes the following prerequisites for the CSI Financial Planning II (FPII): Recommended prerequisite: Financial Planning I (FP1 / FPI) or equivalent knowledge; no mandatory exam requirement to register.
Always confirm the latest requirements on the official certification page.
At present, passing the FP2 exam requires a score of 60%, and registration costs CAD 800 – CAD 875 (course + exam access, varies by format). Both are CSI's figures and subject to change — verify them on the official site when booking.
Clear terms, honored consistently. If you fail the corresponding exam within 60 days of purchase, send a scanned copy of your enrollment slip and your official Score Report PDF within two days of the exam date; verified claims are refunded in full within seven days. Exclusions: exams taken within three days of purchase, candidate names that differ from the payer, and free or expired products. You may instead request a free exchange for two products of equal value.
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. Adjusted book value.
- B. Discounted cash flow.
- C. Capitalization of earnings.
- D. Liquidation value.
Correct Answer: C 🗳️
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Fiona's eligibility for insurance benefits is measured by her ability to perform the usual activities of daily living. What type of insurance policy does Fiona have?
- A. Critical illness.
- B. Extended health.
- C. Long term care.
- D. Disability.
Correct Answer: C 🗳️
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Mr. and Mrs. Morrone are retired with two adult children, Joseph and Christine. The Morrones appointed Joseph as their power of attorney several years earlier but they have recently become concerned about him making decisions, particularly on some contentious family property. How can the Morrones address their concern?
- A. Ensure that their power of attorney is continuing and enduring.
- B. Restrict his authority to just property-related decisions.
- C. Grant joint power of attorney authority to both Joseph and Christine.
- D. Restrict his authority to a specific period of time.
Correct Answer: C 🗳️
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An employee chose a particular contractor to repair their roof based on an employer's recommendation. The employer hinted that the employee may receive a higher future bonus if they hire the recommended contractor. How would you describe the employer's actions?
- A. The employer put the employee under certain duress.
- B. The employer misrepresented the contract to their employee.
- C. The employer influenced the object of the contract to become illegal.
- D. The employer exercised undue influence.
Correct Answer: D 🗳️
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What type of trust is formed when one party is unjustly enriched at the expense of another person?
- A. Social.
- B. Private.
- C. Constructive.
- D. Resulting.
Correct Answer: C 🗳️
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