CSI FP2 Q&A - in .pdf

Exam Code: FP2
Exam Name: Financial Planning II (FPII)
Updated: Oct 09, 2026
Q & A: 62 Questions and Answers
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Exam Code: FP2
Exam Name: Financial Planning II (FPII)
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Updated: Oct 09, 2026
Q & A: 62 Questions and Answers
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CSI FP2 Q&A - Testing Engine

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

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

CSI Financial Planning II (FPII) Sample Questions:

Question #1

For spousal claims relating to joint family ventures, what does a proprietary award grant?

A. Ownership interest in an asset.
B. A lump-sum monetary payment.
C. The right of first refusal for purchasing an asset.
D. An equal split of future income generated by an asset.

Reveal Solution Discussion 0

Correct Answer: A 🗳️