CSI FP2 : Financial Planning II (FPII)
- Exam Code: FP2
- Exam Name: Financial Planning II (FPII)
- Updated: Oct 14, 2026
- Q & A: 62 Questions and Answers
About CSI FP2 Exam
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CSI FP2 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Investment and Tax Planning | 10% | - Tax planning concepts - Investment strategies and portfolio considerations |
| Family Law | 15% | - Family property and financial considerations - Legal implications in financial planning |
| Financial Planning for Small Business | 15% | - Business ownership structures and planning - Small business financial strategies |
| Financial Planning Practice | 10% | - Professional standards and ethical practices - Financial planning process and client relationship management |
| Insurance Planning | 10% | - Insurance needs analysis - Risk management and insurance products |
| Estate Planning | 10% | - Estate transfer strategies - Wills, trusts and succession planning |
| Savings Planning & Debt Management | 10% | - Debt management techniques - Savings strategies and cash flow management |
| Retirement Planning | 20% | - Government benefits and retirement plans - Retirement income sources and strategies |
CSI Financial Planning II (FPII) Sample Questions:
Franco is retiring from his job as a high school principal at the end of the year, at age 66. He has $100,000 in his group Registered Retirement Savings Plan (RRSP). His wife will continue to work for another 10 years, and he does not need money from his group RRSP. What would be the best retirement option for Franco?
- A. Transfer to his personal RRSP until his wife is fully retired.
- B. Transfer funds to a personal RRSP for five years, then transfer to a registered retirement income fund.
- C. Leave it in the group RRSP.
- D. Transfer the funds to a spousal RRSP.
Correct Answer: B 🗳️
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Fiona and Stanley have provided the following data in order for their advisor to proceed with a capital needs analysis:
Fiona ($)
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. $685,000 and $663,000.
- B. $515,000 and $537,000.
- C. $700,000 and $695,000.
- D. $600,000 and $600,000.
Correct Answer: B 🗳️
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An employee chose a particular contractor to repair their roof based on an employer's recommendation. The employer hinted that the employee may receive a higher future bonus if they hire the recommended contractor. How would you describe the employer's actions?
- A. The employer put the employee under certain duress.
- B. The employer influenced the object of the contract to become illegal.
- C. The employer exercised undue influence.
- D. The employer misrepresented the contract to their employee.
Correct Answer: C 🗳️
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Samuel bought a permanent life insurance policy many years ago. The policy now has a cash value of
$40,000. Samuel is recently widowed and has two minor children that he supports. Since his wife passed away, he finds himself struggling to pay the bills, however he still needs the same death benefit and permanent life insurance. Considering his personal and financial situation, what would be the best non- forfeiture option to exercise on Samuel's policy to meet his needs?
- A. Reduced paid-up insurance.
- B. Cash surrender.
- C. Automatic premium loan.
- D. Extended term insurance.
Correct Answer: C 🗳️
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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 paying Canadian Income Tax.
- B. Proof of returning to Canada within one year of ending employment and proof of paying Canadian income taxes.
- C. Proof of Canadian Residency.
- D. Proof of employment from the Canadian employer and proof of physically returning to Canada within 6 months of ending employment.
Correct Answer: D 🗳️
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