CSI FP2 real exam prep : Financial Planning II (FPII)

Exam Code: FP2
Exam Name: Financial Planning II (FPII)
Updated: Oct 09, 2026
Q&As: 62 Questions and Answers

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CSI FP2 Exam Syllabus Topics:

Section	Weight	Objectives
Topic 1: Estate Planning	10%	- Estate Distribution and Tax Planning 1. Will Preparation and Probate 2. Probate Fee and Estate Administration Cost Reduction 3. Estate Planning for Individuals, Families and Business Owners 4. Minimizing or Deferring Taxes at Death - Trusts and Powers of Attorney 1. Taxation of Trusts 2. Powers of Attorney for Personal Care and Property 3. Incapacity Planning and Substitute Decision-Making 4. Types of Trusts and Trust Establishment
Topic 2: Insurance Planning	10%	- Disability and Health Insurance 1. Critical Illness and Long-Term Care Insurance 2. Government Disability Benefits and Workers' Compensation 3. Extended Health, Travel and Group Insurance 4. Disability Income Insurance - General Insurance 1. Liability and Professional Liability Insurance 2. Homeowners and Automobile Insurance - Life Insurance 1. Life Insurance Needs Analysis 2. Personal and Business Applications of Life Insurance 3. Insurance Contract Provisions, Riders and Taxation
Topic 3: Family Law	15%	- Financial and Property Issues 1. Impact of Divorce on Financial Planning 2. Property Division on Relationship Breakdown 3. Domestic Contracts 4. Disclosure Requirements and Financial Obligations - Fundamental Aspects of Family Law 1. Marriage, Cohabitation, Separation and Divorce 2. Spousal Support and Child Support 3. Custody and Access
Topic 4: Financial Planning for Small Business	15%	- Small Business Financial Planning 1. Business Valuation and Employment Law 2. Business Taxation 3. Business Structures and Entity Selection 4. Business Succession and Estate Freezes - Business Law and Agency Relationships 1. Agency Relationships 2. Contract Formation and Types of Contracts 3. Contract Termination and Discharge
Topic 5: Financial Planning Practice	10%	- The Personal Financial Planning Process in Canada 1. Ethics and Financial Advisors 2. Identifying Client Goals and Risk Profiles 3. The Financial Planning Business Today 4. Client Responsibilities and Professional Standards 5. The Six Steps of the Financial Planning Process
Topic 6: Savings Planning and Debt Management	10%	- Net Worth and Cash Management Planning 1. Net Worth and Cash Flow Analysis 2. Budgeting and Savings Strategies 3. Emergency Funding - Debt Planning and Mortgages 1. Debt Refinancing and Debt Service Ratios 2. Lease-versus-Buy Decisions and Borrowing to Invest 3. Consumer Credit and Debt Management 4. Mortgage Planning and Real Estate Ownership
Topic 7: Retirement Planning	20%	- Retirement Income Needs Analysis 1. Canada Pension Plan and Quebec Pension Plan 2. Managing Retirement Income Shortfalls 3. Estimating Retirement Income Requirements 4. Old Age Security and Guaranteed Income Supplement - Registered Pension and Retirement Income Plans 1. Annuities and Retirement Income Products 2. Registered Retirement Income Funds and Life Income Funds 3. Individual Pension Plans and Executive Retirement Arrangements 4. Registered Pension Plans and Deferred Profit Sharing Plans 5. Registered Retirement Savings Plans
Topic 8: Investment and Tax Planning	10%	- Tax Planning Strategies 1. Tax Shelters and Tax-Efficient Strategies 2. RESPs, RDSPs, TFSAs and In-Trust Accounts 3. Income Deferral and Income Splitting 4. Taxation of Business Structures - Investment Management 1. Modern Portfolio Theory and Asset Allocation 2. Portfolio Performance Measurement and Benchmarking 3. Investment Selection and Risk Management

CSI Financial Planning II (FPII) Sample Questions:

Question #1

What is the tax treatment on disability assistance payments for Registered Disability Savings Plans?

A. Disability assistance payments reduce government-funded disability benefits and tax credits.
B. Disability assistance payments are fully taxable based in the hands of the recipient.
C. Disability assistance payments are not taxable income.
D. Disability assistance payments are taxed on the grant and income earned portions.

Reveal Solution Discussion 0

Correct Answer: D 🗳️