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Real CSI FP2 practice exam questions for easy pass!
Updated: Oct 11, 2026
No. of Questions: 62 Questions & Answers with Testing Engine
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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, Remote online or in-person at a test centre, Proctored examination, Up to 3 attempts, One examination |
| Certificate Validity Period: | Not applicable as a standalone certification; successful completion provides a Notice of Course Completion. Course enrolment period: 1 year. |
| 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 Services Advice (PFSA) Financial Planning I (FP I) Certificate in Advanced Financial Advice Personal Financial Planner (PFP) |
| Exam Duration: | 180 minutes |
| Available Languages: | English |
| Passing Score: | 60% |
| Real Exam Qty: | 60 |
| Sample Questions: | CSI FP2 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 |
CSI FP2 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Financial Planning Practice | 10% | - The Personal Financial Planning Process in Canada
|
| Investment and Tax Planning | 10% | - Tax Planning Strategies
|
| Family Law | 15% | - Fundamental Aspects of Family Law
|
| Financial Planning for Small Business | 15% | - Small Business Financial Planning
|
| Estate Planning | 10% | - Trusts and Powers of Attorney
|
| Retirement Planning | 20% | - Registered Pension and Retirement Income Plans
|
| Insurance Planning | 10% | - General Insurance
|
| Savings Planning and Debt Management | 10% | - Net Worth and Cash Management Planning
|
CSI Financial Planning II (FPII) Sample Questions:
In order to complete the analysis and development of a financial plan, an advisor receives a client's investment statements and tax returns. From the perspective of principle six (code of ethics), what action should the advisor take in order to maintain a relationship of trust and confidence?
- A. Securing the documents to be used by authorized personnel only.
- B. Referring the client for needs to other professionals within the advisor's network.
- C. Using the data to investigate products before making a recommendation.
- D. Making product suggestions that strictly benefit the client's overall financial positioning.
Correct Answer: A 🗳️
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Nelson Smith has hired Jackie Fraser to be his financial advisor. Jackie works for FP Inc. On Nelson's behalf, Jackie has placed an order for units of the QBR Balanced Fund from QBR Investments Inc., a subsidiary of the QBR Insurance Company. Who is the principal and third-party for this transaction?
- A. Nelson Smith and QBR Investments Inc.
- B. FP Inc. and QBR Insurance Company.
- C. Nelson Smith and Jackie Fraser.
- D. Jackie Fraser and QBR Investments Inc.
Correct Answer: A 🗳️
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Fatima would like to make a prepayment on her mortgage and her bank advises her that she has a closed mortgage so there will be a penalty, using the three months interest formula. Calculate the penalty, assuming that Fatima's mortgage rate is 5% with 36 months remaining and there is $250,000 balance outstanding on the mortgage.
- A. $7,493.
- B. $1,042.
- C. $4,167.
- D. $3,125.
Correct Answer: D 🗳️
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When a Canadian works abroad for a Canadian employer, what proof must be provided to have that time qualify as residence in Canada for Old Age Security?
- A. Proof of employment from the Canadian employer and proof of physically returning to Canada within 6 months of ending employment.
- B. Proof of paying Canadian Income Tax.
- C. Proof of Canadian Residency.
- D. Proof of returning to Canada within one year of ending employment and proof of paying Canadian income taxes.
Correct Answer: A 🗳️
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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?
- A. Policy D.
- B. Policy B.
- C. Policy A.
- D. Policy C.
Correct Answer: D 🗳️
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