FP II — Financial Planning II (Study Hub + Practice)

Financial Planning II (FP II) builds on FP I and emphasizes integrated planning: retirement planning, insurance planning, investment and tax planning, small business planning, family law considerations, and estate planning (including trusts and powers of attorney).

Official structure (CSI): 1 exam, 3 hours, 60 multiple-choice questions, passing grade 60%. Source: https://www.csi.ca/en/learning/courses/fp2/exam-credits

Use this hub to prep efficiently:

• Start with the Overview for scope, weightings, and what to prioritize.
• Follow the Study Plan for 30/60/90‑day prep.
• Use the Syllabus as your objective checklist.
• Use the Cheatsheet for formulas, decision tables, checklists, and terminology (glossary included).
• Train speed with Practice.

Select a section below to begin.

In this section

• FP II Cheatsheet — Advanced Planning Formulas, Decision Tables, Checklists & Glossary
  High-yield FP II review: planning practice, savings/debt/mortgages, investment and tax planning, retirement planning, insurance planning, small business planning, family law impacts, and estate planning—plus formulas and a large glossary.
• FP II FAQ — Common Questions (Retirement, Tax, Insurance, Estates)
  Frequently asked questions for CSI Financial Planning II (FP II): exam format, official weightings, what to focus on, and how to practice efficiently.
• FP II Overview — Retirement, Tax, Insurance, Small Business, Family Law & Estate Planning
  High-level overview of CSI Financial Planning II (FP II): what’s tested, official topic weightings, common pitfalls, and a practical prep strategy.
• FP II Practice — Drills by Topic
  Practice FP II with topic-targeted drills mapped to the official CSI weightings: retirement planning, tax strategies, insurance needs analysis, small business planning, family law impacts, and estate planning.
• FP II Resources — Official CSI Links
  Authoritative FP II resources from the Canadian Securities Institute (CSI): course page, official curriculum, and exam credits (structure + weightings).
• FP II Study Plan (30 / 60 / 90 Days)
  A practical FP II study plan: 30-day intensive, 60-day balanced, and 90-day part-time schedules mapped to the official CSI blueprint and chapter syllabus.
• FP II Syllabus — Learning Objectives by Topic
  Blueprint-aligned learning objectives for CSI Financial Planning II (FP II), organized by topic with quick links to targeted practice.