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| Certification Vendor: | Canadian Securities Institute (CSI) |
|---|---|
| Exam Name: | Financial Planning II (FPII) |
| Exam Number: | FP2 |
| Passing Score: | 60% |
| Certificate Validity Period: | Not applicable as a standalone certification; successful completion provides a Notice of Course Completion. Course enrolment period: 1 year. |
| Exam Format: | One examination, Remote online or in-person at a test centre, Proctored examination, Up to 3 attempts, Multiple-choice |
| Real Exam Qty: | 60 |
| Exam Duration: | 180 minutes |
| Exam Price: | Not separately specified; course enrolment options are CAD 800 (online with PDF textbook) and CAD 875 (online with hard-copy textbook) |
| Related Certifications: | Personal Financial Planner (PFP) Personal Financial Services Advice (PFSA) Financial Planning I (FP I) Certificate in Advanced Financial Advice |
| Available Languages: | English |
| Sample Questions: | ![]() |
| 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 |
| Section | Weight | Objectives |
|---|---|---|
| Family Law | 15% | - Fundamental Aspects of Family Law
|
| Estate Planning | 10% | - Trusts and Powers of Attorney
|
| Savings Planning and Debt Management | 10% | - Net Worth and Cash Management Planning
|
| Retirement Planning | 20% | - Registered Pension and Retirement Income Plans
|
| Insurance Planning | 10% | - General Insurance
|
| Financial Planning for Small Business | 15% | - Small Business Financial Planning
|
| Investment and Tax Planning | 10% | - Tax Planning Strategies
|
| Financial Planning Practice | 10% | - The Personal Financial Planning Process in Canada
|
CSI Financial Planning II (FPII) is an official exam run by Canadian Securities Institute (CSI) under exam code FP2. Passing it awards the Canadian Securities Course certification, which sits at the Advanced tier. It also counts toward related credentials such as Personal Financial Planner (PFP), Certificate in Advanced Financial Advice, Personal Financial Services Advice (PFSA), Financial Planning I (FP I). Certified professionals remain in shorter supply than the market wants, which is precisely why this exam keeps showing up in conversations about better roles and better pay.
The CSI Financial Planning II (FPII) exam gives you 180 minutes to work through 60 questions. That is a tight ratio, and it punishes candidates who get emotionally attached to any single item. The fix is mechanical: answer what you know, flag what you do not, and keep moving. A few full-length timed runs in the ValidDumps test engine, with its randomized question order, will calibrate your pace far better than untimed reading ever could.
The official fee for CSI Financial Planning II (FPII) is Not separately specified; course enrolment options are CAD 800 (online with PDF textbook) and CAD 875 (online with hard-copy textbook), and 60% is what passing takes. The uncomfortable part: retakes cost 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 makes preparation the cheapest line item in this whole project. Before booking, put yourself through repeated scored sessions with the ValidDumps practice tests and compare results over time; a stable margin above the passing line, not a single lucky run, is when you are ready.
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.
Vendor rules do get revised, so treat this as your starting point and confirm the current eligibility details before booking via the official exam page.
It is. ValidDumps publishes a free PDF demo of the CSI Financial Planning II (FPII) material, so the product can prove itself before you pay. Your purchase then comes with 365 days of free updates, and once that period ends, extending the update service costs 50% of the regular price. The test engine software itself is verified malware-free and safe to install.
ValidDumps stands behind the product with a 100% money-back guarantee under defined conditions. If you take the CSI Financial Planning II (FPII) exam within 60 days of purchase and fail, you qualify for a full refund, provided the exam corresponds to your product. Sitting the exam within 3 days of purchase does not qualify, and neither do unused downloads, free materials, or expired orders; the candidate name must match the payer name. Submit a scanned enrollment slip and the official Score Report PDF within 2 days of the exam, and claims are resolved within 7 days. You may also choose an exchange instead of a refund: two other exam products of equal value, free, with the update service on your original purchase retained.
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CSI Financial Planning II (FPII) breaks down into 8 official domains, led by Financial Planning for Small Business (15%), Financial Planning Practice (10%), and Insurance Planning (10%). You will find the full topic-by-topic outline above on this page; use the weightings to budget your study hours where they pay back the most.
Xin Yi is a surgeon looking to get a disability insurance plan. His advisor has presented him with the following options:
Policy
Definition
Elimination period (days)
A
Any
30
B
Any
60
C
Own
30
D
Own
60
Which policy will likely have the highest premiums?
Correct Answer: A 🗳️
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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?
Correct Answer: D 🗳️
Explanation: Only visible for ValidDumps 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?
Correct Answer: B 🗳️
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A Canadian resident, age 57, is self-employed and earns $74,000 in yearly income. The year's basic exemption and maximum pensionable earnings are $3,500 and $61,600, respectively. Assuming a contributory rate of 5.45%, how much will the resident pay in Canada Pension Plan premiums (rounded to the nearest dollar)?
Correct Answer: A 🗳️
Explanation: Only visible for ValidDumps members. You can sign-up / login (it's free).
Which term describes an attempt to create a tax system that gives no preference to the form of ownership?
Correct Answer: D 🗳️
Explanation: Only visible for ValidDumps members. You can sign-up / login (it's free).
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