- Exam Code: FP2
- Exam Name: Financial Planning II (FPII)
- Updated: Oct 12, 2026
- Q & A: 62 Questions and Answers
CSI Financial Planning II (FPII) : FP2
PDF Version DemoAbout CSI FP2 Exam
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CSI FP2 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Insurance Planning | 10% | - Risk management and insurance products - Insurance needs analysis |
| Topic 2: Estate Planning | 10% | - Wills, trusts and succession planning - Estate transfer strategies |
| Topic 3: Investment and Tax Planning | 10% | - Investment strategies and portfolio considerations - Tax planning concepts |
| Topic 4: Family Law | 15% | - Legal implications in financial planning - Family property and financial considerations |
| Topic 5: Retirement Planning | 20% | - Government benefits and retirement plans - Retirement income sources and strategies |
| Topic 6: Financial Planning Practice | 10% | - Financial planning process and client relationship management - Professional standards and ethical practices |
| Topic 7: Financial Planning for Small Business | 15% | - Small business financial strategies - Business ownership structures and planning |
| Topic 8: Savings Planning & Debt Management | 10% | - Savings strategies and cash flow management - Debt management techniques |
CSI Financial Planning II (FPII) Sample Questions:
Question #1
What is outside the statutory requirements of a domestic contract between parties?
- A. Each party has provided full financial disclosure.
- B. The agreement is witnessed.
- C. Each party has independent legal advice.
- D. The agreement is in writing.
Correct Answer: C 🗳️
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Question #2
Jerry, age 58, has been working for the same employer since he graduated university. Over the years, he has had a few promotions. Jerry and his wife, Beth, are well on their way to financial independence, and they plan to retire in two years. Which of the following scenarios will most likely represent Jerry and Beth's financial scenario?
Scenario
Liquid assets relative to total assets (%)
Investment assets-to-net worth ratio (%)
Debt-to-asset ratio (%)
A
5
75
10
B
10
25
20
C
15
45
25
D
20
70
30
- A. Scenario A.
- B. Scenario D.
- C. Scenario B.
- D. Scenario C.
Correct Answer: A 🗳️
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Question #3
Paul has recently been promoted at work, and is looking to pay down his debts. Paul has the following obligations:
Type
Interest rate (%)
Amortization (years)
Mortgage
3.95
22
Registered Retirement Savings Plan (RRSP) line of credit
6.00
N/A
Consolidation loan
8.95
3
Credit card
15.00
N/A
Which debt should Paul pay down last?
- A. RRSP line of credit.
- B. Mortgage.
- C. Consolidation loan.
- D. Credit card.
Correct Answer: B 🗳️
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Question #4
What tax consideration should employers take into account when setting up a supplemental executive retirement plan (SERP)?
- A. A SERP is eligible to be registered with the CRA provided that the employer makes a minimum contribution on behalf of the employee based on a percentage of the company's profits.
- B. The employer does not receive a tax deduction for the SERP contribution until the employee receives the benefits.
- C. A SERP permits higher tax-deductible contributions by the employer than those allowed under a registered retirement savings plan.
- D. When a SERP is registered with the Canada Revenue Agency (CRA) under the Income Tax Act, it provides for the employers contributions to be tax-deductible.
Correct Answer: B 🗳️
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Question #5
Fiona and Stanley have provided the following data in order for their advisor to proceed with a capital needs analysis:
Fiona ($)
Assets
Stanley ($)
5,000
Cash
3,000
150,000
Life insurance
125,000
30,000
Investments
30,000
Fiona ($)
Estate obligations
Stanley ($)
15,000
Last expenses
15,000
10,000
Car loans
5,000
75,000
Mortgage outstanding
75,000
Assuming their required net monthly income is $3,000, and the discount rate is 6%, how much additional life insurance should Fiona and Stanley obtain respectively?
- A. $700,000 and $695,000.
- B. $600,000 and $600,000.
- C. $515,000 and $537,000.
- D. $685,000 and $663,000.
Correct Answer: C 🗳️
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