Exam Name: Financial Planning II (FPII)
Certification Provider: CSI
Corresponding Certification: Canadian Securities Course
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Check Updated on: Oct 16, 2026
No. of Questions: 62 Questions & Answers with Exam Engine
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- Total Questions: 62
- Updated on: Oct 16, 2026
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FP2 PDF Practice Q&A's
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- Total Questions: 62
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- Total Questions: 62
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Nobody concentrates well for six straight hours, and nobody needs to. The CSI Financial Planning II (FPII) practice questions at TestKingsIT are built for focused, well-spaced sessions, which is how 2026 candidates with real jobs actually prepare for FP2.
CSI FP2 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Estate Planning | 10% | - Estate Distribution and Tax Planning
|
| Topic 2: Family Law | 15% | - Financial and Property Issues
|
| Topic 3: Savings Planning and Debt Management | 10% | - Net Worth and Cash Management Planning
|
| Topic 4: Financial Planning for Small Business | 15% | - Small Business Financial Planning
|
| Topic 5: Insurance Planning | 10% | - Disability and Health Insurance
|
| Topic 6: Financial Planning Practice | 10% | - The Personal Financial Planning Process in Canada
|
| Topic 7: Investment and Tax Planning | 10% | - Investment Management
|
| Topic 8: Retirement Planning | 20% | - Retirement Income Needs Analysis
|
FP2 Exam FAQ: CSI Certification Questions Answered
CSI Financial Planning II (FPII) is an official Canadian Securities Institute (CSI) exam, registered under exam code FP2. Passing it grants the Canadian Securities Course certification, a credential at the Advanced level. It also relates to Personal Financial Planner (PFP), Certificate in Advanced Financial Advice, Personal Financial Services Advice (PFSA), Financial Planning I (FP I), giving it value beyond a single title. Qualifications remain the quickest standardized proof of professional skill, and this one carries the vendor's own authority behind it.
The CSI Financial Planning II (FPII) exam presents 60 questions across 180 minutes. Attention fades over long stretches, which is exactly why exam pacing deserves deliberate practice: short, focused timed sessions in the TestKingsIT test engine teach you to spend your sharpest minutes wisely, flag generously, and never let one question consume the time meant for five.
Official registration for CSI Financial Planning II (FPII) costs Not separately specified; course enrolment options are CAD 800 (online with PDF textbook) and CAD 875 (online with hard-copy textbook), with 60% needed to pass. Retakes charge the same Not separately specified; course enrolment options are CAD 800 (online with PDF textbook) and CAD 875 (online with hard-copy textbook) in full, so the financially sound move is confirming readiness before you book. Use the TestKingsIT practice tests across several spaced sessions; a passing score earned once might be luck, but a passing score earned repeatedly is readiness.
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.
Policies change, so confirm the current requirements before you register through the official exam page.
There is. TestKingsIT offers a free PDF demo of the CSI Financial Planning II (FPII) questions so you can assess the material before paying. Once you buy, updates are free for 365 days, and after your product expires you can extend the update service at a 50% discount.
TestKingsIT backs your purchase with a 100% money-back guarantee under stated conditions. If you take the CSI Financial Planning II (FPII) exam within 60 days of purchase and fail, you may claim a full refund, provided the exam corresponds to your product. Attempts taken within 3 days of purchase are ineligible, as are products downloaded but never used, free materials, and 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 processed within 7 days. Rather exchange than refund? You can receive two other exam products of equal value free and keep the update service on your original purchase.
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CSI Financial Planning II (FPII) is structured into 8 official domains. The leading ones are Investment and Tax Planning (10%), Insurance Planning (10%), and Estate Planning (10%). The full outline is published above on this page; knowing exactly what the exam tests is the foundation every efficient study plan is built on.
CSI Financial Planning II (FPII) Sample Questions:
Which term describes an attempt to create a tax system that gives no preference to the form of ownership?
- A. Integration.
- B. Equalization.
- C. Graduated rates.
- D. Equilibrium.
Correct Answer: A 🗳️
Explanation: Only visible for TestKingsIT members. You can sign-up / login (it's free).
By when must a personal trust file its income tax return?
- A. By February 15th of the following year.
- B. Within 90 days of December 31st.
- C. By April 30th of the following year.
- D. Within 90 days of the trust's tax year-end.
Correct Answer: D 🗳️
Explanation: Only visible for TestKingsIT members. You can sign-up / login (it's free).
George tells his financial advisor that he will need to buy a new car in two years and would like some advice on the best way to fund this goal. What consideration should his financial advisor determine first when discussing George's investment objective?
- A. Priority of client's goal.
- B. Liquidity needs.
- C. Tax implications.
- D. Client's desired lifestyle.
Correct Answer: B 🗳️
Explanation: Only visible for TestKingsIT members. You can sign-up / login (it's free).
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. Capital losses are attributed to Roy.
- B. No gains, losses or income are attributed to Roy.
- C. Dividend income is attributed to Roy.
- D. Capital gains are attributed to Roy.
Correct Answer: C 🗳️
Explanation: Only visible for TestKingsIT members. You can sign-up / login (it's free).
Joshua and Marie are siblings who inherited an apartment building from their parents, which they now own jointly. They share the net profits equally, but they do not have a signed agreement. What ruling will the courts apply with respect to the existence of a partnership?
- A. They are deemed to be partners because they share net profits.
- B. They are deemed to be partners because they both have ownership in the apartment building.
- C. They are deemed not to be partners because they do not have a written agreement.
- D. They are deemed not to be partners because they are operating at non-arm's length.
Correct Answer: A 🗳️
Explanation: Only visible for TestKingsIT members. You can sign-up / login (it's free).
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1 Customer ReviewsCustomers Feedback (* Some similar or old comments have been hidden.)
I suggest all the candidates to go through the FP2 exam questions in PDF format. I passed the exam with the PDF format only.
Myron
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