CSI Applied Financial Planning (AFP) Exam 2 study guide with topic weights, chapter and section lessons, follow-through case review, and matching web practice.
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 planning knowledge has to hold together inside applied case 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 Topic Weights
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. This guide now includes chapter and section lessons for each CSI AFP Exam 2 curriculum area, so you can move from broad topic review into follow-through case decisions.
Practice this exam
Use this free guide for review, then Start AFP Exam 2 Practice on Finance Prep for timed questions, topic drills, and detailed explanations.
CSI AFP Exam 2 study guide for ethics, role, and best-interest obligations, with learning objectives, follow-through case cues, and applied-planning traps.
CSI AFP Exam 2 study guide for conflicts, confidentiality, complaints, and referrals, with learning objectives, follow-through case cues, and applied-planning traps.
CSI AFP Exam 2 study guide for compliance, consumer protection, and continuing competence, with learning objectives, follow-through case cues, and applied-planning traps.
CSI AFP Exam 2 study guide for rapport, expectations, and value proposition, with learning objectives, follow-through case cues, and applied-planning traps.
CSI AFP Exam 2 study guide for communication, interviewing, and behavioural factors, with learning objectives, follow-through case cues, and applied-planning traps.
CSI AFP Exam 2 study guide for engagement, documentation, and practice management, with learning objectives, follow-through case cues, and applied-planning traps.
CSI AFP Exam 2 study guide for goals, financial capacity, and client circumstances, with learning objectives, follow-through case cues, and applied-planning traps.
CSI AFP Exam 2 study guide for financial statements, cash flow, and projections, with learning objectives, follow-through case cues, and applied-planning traps.
CSI AFP Exam 2 study guide for credit, borrowing, and real-estate decisions, with learning objectives, follow-through case cues, and applied-planning traps.
CSI AFP Exam 2 study guide for strategy selection, recommendation, and review, with learning objectives, follow-through case cues, and applied-planning traps.
CSI AFP Exam 2 study guide for risk concepts and changes in circumstances, with learning objectives, follow-through case cues, and applied-planning traps.
CSI AFP Exam 2 study guide for insurance needs analysis and product features, with learning objectives, follow-through case cues, and applied-planning traps.
CSI AFP Exam 2 study guide for strategy evaluation and tax implications, with learning objectives, follow-through case cues, and applied-planning traps.
CSI AFP Exam 2 study guide for recommendation, implementation, and review, with learning objectives, follow-through case cues, and applied-planning traps.
CSI AFP Exam 2 study guide for investment profile, goals, and asset allocation, with learning objectives, follow-through case cues, and applied-planning traps.
CSI AFP Exam 2 study guide for investment products, accounts, and holdings analysis, with learning objectives, follow-through case cues, and applied-planning traps.
CSI AFP Exam 2 study guide for return calculations, risk, and portfolio theory, with learning objectives, follow-through case cues, and applied-planning traps.
CSI AFP Exam 2 study guide for strategy selection, recommendation, and implementation, with learning objectives, follow-through case cues, and applied-planning traps.
CSI AFP Exam 2 study guide for review, updates, and leverage considerations, with learning objectives, follow-through case cues, and applied-planning traps.
CSI AFP Exam 2 study guide for tax profile, income characterization, and obligations, with learning objectives, follow-through case cues, and applied-planning traps.
CSI AFP Exam 2 study guide for deductions, credits, structures, and returns, with learning objectives, follow-through case cues, and applied-planning traps.
CSI AFP Exam 2 study guide for registered accounts, property, trusts, and death-related issues, with learning objectives, follow-through case cues, and applied-planning traps.
CSI AFP Exam 2 study guide for strategy selection, recommendation, and review, with learning objectives, follow-through case cues, and applied-planning traps.
Learn how AFP Exam 2 tests integrated retirement income strategy, account sequencing, benefits, business-succession effects, and retirement-case judgment in Canada.
CSI AFP Exam 2 study guide for goals, lifestyle, and retirement projections, with learning objectives, follow-through case cues, and applied-planning traps.
CSI AFP Exam 2 study guide for retirement accounts and government benefits, with learning objectives, follow-through case cues, and applied-planning traps.
CSI AFP Exam 2 study guide for strategy selection, business succession, and recommendation, with learning objectives, follow-through case cues, and applied-planning traps.
CSI AFP Exam 2 study guide for goals, family dynamics, and legal documents, with learning objectives, follow-through case cues, and applied-planning traps.
CSI AFP Exam 2 study guide for estate vehicles, liquidity, and beneficiary needs, with learning objectives, follow-through case cues, and applied-planning traps.
CSI AFP Exam 2 study guide for business ownership, taxation, and strategy evaluation, with learning objectives, follow-through case cues, and applied-planning traps.
CSI AFP Exam 2 study guide for recommendation, implementation, and review, with learning objectives, follow-through case cues, and applied-planning traps.