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 Mock Exams & Practice Exam Questions | CSI Financial Planning II
  FP II mock exams and practice exam questions for CSI Financial Planning II. Timed practice sets and detailed explanations in the FINRA Exam Prep app (web, iOS, Android).
• 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.