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  • Total Questions: 62
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  • Total Questions: 62
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In 2026, exams move fast and stale banks fail quietly. TestKingFree refurbishes its CSI Financial Planning II (FPII) content continuously, so the FP2 material you study reflects the exam you'll actually sit.

CSI FP2 Exam Overview:

Certification Vendor:Canadian Securities Institute (CSI)
Exam Name:Financial Planning II (FPII)
Exam Number:FP2
Exam Format:Proctored exam (remote or test centre), Multiple-choice
Real Exam Qty:60
Passing Score:60%
Available Languages:French, English
Exam Duration:180 minutes
Related Certifications:Personal Financial Planner (PFP®)
Associate Financial Planner (AFP)
Exam Price:Varies by enrollment package and region (CAD pricing applies)
Certificate Validity Period:Course enrollment period: 1 year
Recommended Training:CSI Financial Planning II (FPII) Course
Exam Registration:CSI Financial Planning II (FPII) Exam Registration
Sample Questions: DOWNLOAD DEMO
Exam Way:Online proctored exam or in-person test centre delivery.
Pre Condition:Recommended completion of Financial Planning I (FPI) or equivalent financial planning knowledge before taking FP2.
Official Syllabus URL:https://www.csi.ca/en/learning/courses/fp2/exam-credits

CSI FP2 Exam Syllabus Topics:

SectionWeightObjectives
Financial Planning Practice10%- Financial planning process and client relationship management
- Professional standards and ethical practices
Retirement Planning20%- Retirement income sources and strategies
- Government benefits and retirement plans
Estate Planning10%- Wills, trusts and succession planning
- Estate transfer strategies
Insurance Planning10%- Risk management and insurance products
- Insurance needs analysis
Investment and Tax Planning10%- Tax planning concepts
- Investment strategies and portfolio considerations
Family Law15%- Family property and financial considerations
- Legal implications in financial planning
Financial Planning for Small Business15%- Business ownership structures and planning
- Small business financial strategies
Savings Planning & Debt Management10%- Debt management techniques
- Savings strategies and cash flow management

CSI FP2 Exam — Asked and Answered

Yes. TestKingFree's free CSI Financial Planning II (FPII) PDF demo contains genuine sample questions with verified answers, so you can judge the quality with your own eyes. Every purchase includes 365 days of free updates, and renewing after expiry costs 50% of the regular price from your member zone. Judge first — material this confident has nothing to hide.

The fee shown above is the price of one attempt — and of every retake, at full price. So the passing score is best treated as a floor you clear with margin: work through TestKingFree practice questions until your timed results sit comfortably above it several sessions in a row, then register. Hours of over-preparation are cheaper than a second registration.

Think of the FP2 exam as CSI asking for proof, not promises: pass it, and you hold the Financial Planning II (FPII) certification, a credential at the Professional level. The questions are built to measure applied skill across the CSI Financial Planning II (FPII) objectives — the kind employers hire for. It also sits within a broader certification family covering Personal Financial Planner (PFP®), Associate Financial Planner (AFP), so one exam's effort keeps paying into the next.

The same 62 expert-written questions ship in all three — you're choosing how you want to live with the material:

  • PDF version — the most popular choice: printable, instantly downloadable, ready for handwritten notes anywhere.
  • Desktop Test Engine — for Windows users: recreates the real exam atmosphere with two practice modes and full offline access.
  • Online Test Engine — app-like access from any browser on Windows, Mac, Android, or iOS, with test history and performance review.

Each version has its own strengths; many candidates mix them — PDF for reading, an engine for timed rehearsal.

The blueprint above spans 8 domains — treat its weightings as a budget. A domain worth 10% of the score earns a matching share of your week, while lighter areas like Savings Planning & Debt Management get maintained, not marathoned. Walk the full topic list domain by domain, and let the percentages decide where your practice hours land first.

The figures in the overview table above turn into strategy once you treat them as a budget: total time divided by total questions is your per-item allowance, and anything costing double gets flagged for a final sweep instead of a mid-exam standoff. Build the habit under a live timer — TestKingFree's engine sessions enforce one — so the real clock feels like a rehearsal, not a surprise.

Delivery first: your CSI Financial Planning II (FPII) practice questions are downloadable immediately and emailed within one minute of payment — if 2 hours pass, check spam and contact support. Install on as many computers as you need. If the exam goes wrong, the 100% Money Back Guarantee applies under clear conditions: take the corresponding exam within 60 days of purchase, and if you don't pass, submit a scanned enrollment slip and your official Score Report PDF within 2 days after the exam — full refunds process within 7 days. Not eligible: attempts within 3 days of purchase, exams never actually taken, free items, and expired orders; candidate name must match payer name. Prefer to keep going? Exchange for two free products of equal value and keep your update service.

First-line service, around the clock: free online consultation whenever a question stalls you, remote guidance for installation or usage issues, and clear answers to content questions by email. On privacy, the rules are rigid — transactions are secured by McAfee security services, purchase information is never disclosed to third parties, and no spam or telemarketing follows your order.

Work in passes, not one grind. First pass: untimed, through all 62 questions, marking weak domains against the blueprint above. Second pass: timed engine sessions, reviewing every error the same day while the reasoning is fresh. Final pass: re-test only your flagged items until they stop being wrong. Book the exam when your timed scores hold steady — not when your calendar gets impatient.

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.
Reveal Solution  Discussion  0

Correct Answer: C  🗳️

Explanation: Only visible for TestKingFree members. You can sign-up / login (it's free).

Julien will be making a spousal Registered Retirement Savings Plan contribution for his wife. When should Julien make this contribution, in order to lessen the impact of the three-year rule?

  • A. December.
  • B. February.
  • C. January.
  • D. March.
Reveal Solution  Discussion  0

Correct Answer: A  🗳️

Explanation: Only visible for TestKingFree members. You can sign-up / login (it's free).

Bonny is looking to lease a vehicle. Here is the information given to her by the salesperson:
Net capitalized value
$25,000
Monthly payments
$300
Term of the lease
48 months
Residual value
$13,450
Sales taxes on residual value
$1,749
Down payment (including taxes)
$4,500
What is the total cost of leasing?

  • A. $34,099.
  • B. $43,900.
  • C. $30,299.
  • D. $18,900.
Reveal Solution  Discussion  0

Correct Answer: D  🗳️

Explanation: Only visible for TestKingFree 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. Saturday, June 16.
  • B. Wednesday, June 20.
  • C. Friday, June 8.
  • D. Friday, July 6.
Reveal Solution  Discussion  0

Correct Answer: A  🗳️

Explanation: Only visible for TestKingFree 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. The lease company covers all scheduled maintenance reducing her costs.
  • D. Mileage limits may add extra costs for her at the end of the lease.
Reveal Solution  Discussion  0

Correct Answer: D  🗳️

Explanation: Only visible for TestKingFree members. You can sign-up / login (it's free).

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5 Customer ReviewsCustomers Feedback (* Some similar or old comments have been hidden.)

Check out FP2 training tool and use the one that is related to FP2 certification exam. I promise you will not be disappointed.

Victor

Victor     5 star  

Found this FP2 study material to the point and sufficient to pass this FP2 exam in first attempt. 100% accurate FP2 real exam questions and answers make this TestKingFree FP2 exam

Xenia

Xenia     4 star  

I got 95% result in my FP2 exam and that was a big achievement for me. I never got such good marks in any of my examination. Thanks for your good FP2 training file!

Hedy

Hedy     4.5 star  

I bought the FP2 exam file, but before i attended the exam, i had already received two updates,and i passed with the latest one. You are doing a wonderful job!

Otis

Otis     5 star  

I passed my FP2 exam with 94% marks.

Bennett

Bennett     4.5 star  

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