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Last Updated: Oct 12, 2026
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CSI FP2 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Savings Planning & Debt Management | 10% | - Savings strategies and cash flow management - Debt management techniques |
| Investment and Tax Planning | 10% | - Investment strategies and portfolio considerations - Tax planning concepts |
| Financial Planning Practice | 10% | - Professional standards and ethical practices - Financial planning process and client relationship management |
| Financial Planning for Small Business | 15% | - Small business financial strategies - Business ownership structures and planning |
| Retirement Planning | 20% | - Government benefits and retirement plans - Retirement income sources and strategies |
| Insurance Planning | 10% | - Insurance needs analysis - Risk management and insurance products |
| Estate Planning | 10% | - Estate transfer strategies - Wills, trusts and succession planning |
| Family Law | 15% | - Family property and financial considerations - Legal implications in financial planning |
CSI Financial Planning II (FPII) Sample Questions:
Spouse A, age 69, has been making regular contributions to a spousal Registered Retirement Savings Plan for spouse B, age 65. Assuming Spouse A has sufficient unused contribution room to carry forward, how long can they continue making contributions on behalf of Spouse B?
- A. End of the calendar year, in which Spouse A turns 71.
- B. First 60 days of the year, in which Spouse A turns 71.
- C. First 60 days of the year, in which Spouse B turns 71.
- D. End of the calendar year, in which Spouse B turns 71.
Correct Answer: D 🗳️
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Tara bought an insurance policy on Wednesday, June 6. What date would her rescission right end?
- A. Friday, June 8.
- B. Wednesday, June 20.
- C. Friday, July 6.
- D. Saturday, June 16.
Correct Answer: D 🗳️
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Fiona's eligibility for insurance benefits is measured by her ability to perform the usual activities of daily living. What type of insurance policy does Fiona have?
- A. Long term care.
- B. Extended health.
- C. Disability.
- D. Critical illness.
Correct Answer: A 🗳️
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What is unique about the taxation of a partnership?
- A. Partnership earnings are eligible for the small business tax rate.
- B. Partners cannot receive a dividend tax credit on the income tax return.
- C. Partners must report the share of profits or loss on their individual tax returns.
- D. Partnerships are eligible for the enhanced capital gains exemption.
Correct Answer: C 🗳️
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Which statement describes the doctrine of non est factum as it applies to contracts?
- A. When one party is mistaken by the nature of the document.
- B. When a mistaken assumption is made by both parties on a fundamental aspect of the subject matter.
- C. When the goods, which are subject of the contract, do not exist.
- D. When a false statement of fact induces another to enter into a contract.
Correct Answer: A 🗳️
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