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Career achievements start with proof of ability. The CSI Financial Planning II (FPII) certification provides it in 2026; PremiumVCEDump provides 62 practice questions for the FP2 exam.
CSI FP2 Exam Overview:
| Certification Vendor: | Canadian Securities Institute (CSI) |
|---|---|
| Exam Name: | Financial Planning II (FPII) |
| Exam Number: | FP2 |
| Real Exam Qty: | 60 |
| Passing Score: | 60% |
| Related Certifications: | Certificate in Advanced Financial Advice Personal Financial Planner (PFP) Financial Planning I (FP I) Personal Financial Services Advice (PFSA) |
| Certificate Validity Period: | Not applicable as a standalone certification; successful completion provides a Notice of Course Completion. Course enrolment period: 1 year. |
| Exam Format: | Up to 3 attempts, Proctored examination, One examination, Remote online or in-person at a test centre, Multiple-choice |
| Exam Duration: | 180 minutes |
| Available Languages: | English |
| Exam Price: | Not separately specified; course enrolment options are CAD 800 (online with PDF textbook) and CAD 875 (online with hard-copy textbook) |
| 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 |
|---|---|---|
| Family Law | 15% | - Fundamental Aspects of Family Law
|
| Investment and Tax Planning | 10% | - Tax Planning Strategies
|
| Retirement Planning | 20% | - Retirement Income Needs Analysis
|
| Financial Planning for Small Business | 15% | - Business Law and Agency Relationships
|
| Estate Planning | 10% | - Trusts and Powers of Attorney
|
| Insurance Planning | 10% | - General Insurance
|
| Financial Planning Practice | 10% | - The Personal Financial Planning Process in Canada
|
| Savings Planning and Debt Management | 10% | - Net Worth and Cash Management Planning
|
CSI Financial Planning II (FPII) Exam FAQ — Half the Effort
Yes — download the free trial of the CSI Financial Planning II (FPII) material before you buy. Members then enjoy free updating for 365 days, with new versions emailed promptly; renew afterward at 50% off.
The CSI Financial Planning II (FPII) is CSI's certification exam for Canadian Securities Course, at the Advanced level. As a major exam recognized by most companies, it proves your IT ability to employers — including the big international ones. Related credentials include Personal Financial Planner (PFP), Certificate in Advanced Financial Advice, Personal Financial Services Advice (PFSA), Financial Planning I (FP I).
The CSI Financial Planning II (FPII) blueprint covers 8 domains — including Insurance Planning (10%), Savings Planning and Debt Management (10%), Financial Planning for Small Business (15%). Pay attention to the key points where weightings concentrate; the full outline above lists every subtopic.
Not separately specified; course enrolment options are CAD 800 (online with PDF textbook) and CAD 875 (online with hard-copy textbook) per attempt, 60% to pass. Half the effort works only with the right focus — rehearse with the 62 practice questions for the FP2 exam at PremiumVCEDump before booking.
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. Eligibility rules are updated periodically, so verify the current requirements on the official page (official FP2 exam page) before registering.
Files arrive by automatic email within a minute of payment — unlimited devices, and 24/7 customer assisting for any downloading or purchasing problem if nothing shows up within 2 hours. If you get a bad result on the corresponding FP2 exam within 60 days of purchase, the money is fully refunded: send a scanned enrollment slip plus the official Score Report PDF within 2 days of the exam, processed within 7 days. Excluded: exams within 3 days of purchase, candidate names that don't match the payer, and free or expired products. You may instead exchange for two equal-value products free.
180 minutes for 60 questions. The online engine simulates the formal test atmosphere — practice anywhere, so the clock feels familiar on the day.
CSI Financial Planning II (FPII) Sample Questions:
Genki is reviewing the following portfolios:
* Portfolio W earns 18% with a standard deviation of 25%.
* Portfolio X earns 19% with a standard deviation of 30%.
* Portfolio Y earns 21% with a standard deviation of 20%.
* Portfolio Z earns 23% with a standard deviation of 22%.
The risk-free rate is 6%. Which portfolio performs the best on a risk-adjusted basis?
- A. Portfolio Y.
- B. Portfolio Z.
- C. Portfolio X.
- D. Portfolio W.
Correct Answer: B 🗳️
Explanation: Only visible for PremiumVCEDump members. You can sign-up / login (it's free).
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 fully taxable based in the hands of the recipient.
- C. Disability assistance payments reduce government-funded disability benefits and tax credits.
- D. Disability assistance payments are taxed on the grant and income earned portions.
Correct Answer: D 🗳️
Explanation: Only visible for PremiumVCEDump members. You can sign-up / login (it's free).
Hannah would like to replace her current vehicle and is considering leasing instead of financing. Hannah commutes a considerable distance from outside the city each day for her work. She thinks leasing would allow her to always have a newer and more reliable vehicle. What is an important factor for Hannah to consider before making her decision?
- A. She would require a larger down payment than if financing.
- B. The payments would be higher relative to financing.
- C. Mileage limits may add extra costs for her at the end of the lease.
- D. The lease company covers all scheduled maintenance reducing her costs.
Correct Answer: C 🗳️
Explanation: Only visible for PremiumVCEDump 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. $1,275.
- B. $2,750.
- C. $825.
- D. $4,250.
Correct Answer: A 🗳️
Explanation: Only visible for PremiumVCEDump members. You can sign-up / login (it's free).
Tara bought an insurance policy on Wednesday, June 6. What date would her rescission right end?
- A. Friday, July 6.
- B. Saturday, June 16.
- C. Wednesday, June 20.
- D. Friday, June 8.
Correct Answer: B 🗳️
Explanation: Only visible for PremiumVCEDump members. You can sign-up / login (it's free).
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