Study guide for CSI Applied Financial Planning (AFP) Exam 2 covering route fit, case-based follow-through, and official-source-first preparation.
AFP Exam 2 is the later follow-through stage in the CSI applied-planning route. It belongs after the earlier advisory and planning-development work and after the first AFP stage. Treat it as the point where broad domain knowledge has to hold together inside applied planning judgment.
Where AFP Exam 2 fits
If your target sounds most like…
Better route
early client discovery and advisory workflow
PFSA
broad planning foundation
FP I
deeper planning-development stage
FP II
first later applied-planning exam
AFP Exam 1
later applied-planning follow-through and case integration
AFP Exam 2
Current domain shape
Topic
Weight
Professional Conduct and Regulatory Compliance
10%
Client Relationship and Practice Management
7%
Asset and Liability Management
13%
Risk Management and Insurance
12%
Investment Planning
15%
Tax Planning
14%
Retirement Planning
19%
Estate Planning
10%
The emphasis shifts even more clearly toward retirement-led applied planning, with investment, tax, and asset/liability coordination still central.
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