FP2 Exam Dumps
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| Certification Provider: | CSI |
|---|---|
| Exam Code / Number: | FP2 |
| Exam Name: | Financial Planning II (FPII) |
| Exam Questions: | 62 |
| Last Updated: | Oct 14, 2026 |
| Corresponding Certification: | Canadian Securities Course |
(1 Up Votes)CSI FP2 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Financial Planning for Small Business | 15% | - Succession planning and exit strategies - Business structure and financial considerations |
| Savings Planning & Debt Management | 10% | - Debt management and repayment plans - Savings vehicles and strategies |
| Family Law | 15% | - Marriage, cohabitation, and separation agreements - Support obligations and asset division |
| Retirement Planning | 20% | - Government and private retirement programs - Retirement savings and withdrawal strategies - Retirement income needs analysis |
| Financial Planning Practice | 10% | - Client engagement and data gathering - Financial plan development process |
| Estate Planning | 10% | - Estate taxation and wealth transfer - Wills, trusts, and powers of attorney |
| Insurance Planning | 10% | - Property and liability risk management - Life, disability, and critical illness insurance |
| Investment and Tax Planning | 10% | - Investment portfolio construction - Tax-efficient investing and income planning |