Study guide hub for CSI Financial Planning II (FP II) with route-fit framing, topic weights, chapter pages, review tools, and exact web practice.
Use this page as the main guide home for CSI Financial Planning II on SecuritiesMastery.com. FP II is the more integrated planning paper. It expects you to connect retirement, tax, insurance, business, family-law, and estate consequences inside the same recommendation instead of solving each topic as a separate checklist.
Use exact web practice when you want timed mixed review, current progress tracking on Web, and a cleaner handoff from reading into exam-mode repetition.
Exam snapshot
Item
Value
Provider
CSI
Exam code
FP II
Questions in current site config
60
Time in current site config
180 minutes
Passing grade in current site config
60%
Strongest focus
integrated Canadian planning judgment across retirement, tax, insurance, estate, family-law, and small-business facts
Exact practice status
full FP II web practice is live
Where FP II fits
If the candidate mainly needs…
Better first instinct
core planning workflow and foundational Canadian personal-finance judgment
FP I first
advanced integrated planning and more complex recommendation sequencing
FP II
progression toward CSI’s advanced planning path and one step closer to the PFP designation
FP II after FP I
certification-style integrated planning under FP Canada
QAFP once the core planning and integration base is strong enough
Topic map used for this guide
Domain
Weight
What it is really doing
Financial Planning Practice
10
tests process discipline, fact finding, and recommendation delivery
Savings Planning & Debt Management
10
tests borrowing, cash management, and debt strategy integration
Investment and Tax Planning
10
tests after-tax planning, account structure, and recommendation fit
Retirement Planning
20
the highest-pressure area, requiring product, tax, and timeline integration
Insurance Planning
10
tests insurance design, contract features, and risk-transfer judgment
Financial Planning for Small Business
15
tests entity, valuation, succession, tax, and continuity logic
Family Law
15
tests support, property, disclosure, and post-breakdown planning redesign
Estate Planning
10
tests trusts, powers of attorney, estate transfer, and death-tax planning
How to use this hub well
Start with the planning-practice and retirement frames because FP II punishes answers that ignore sequencing and timeline pressure.
Keep tax, insurance, family-law, business, and estate implications visible while you review any recommendation.
Use the study plan for the first structured pass, the cheat sheet for fast integration cues, and the exact practice page when you are ready for mixed review.
How FP II relates to QAFP
If the candidate is really trying to build…
Better next move
deeper CSI integrated planning judgment
stay in FP II and strengthen retirement, business, family-law, and estate case logic
a broader certification-style integrated planning exam route
compare your readiness against QAFP under FP Canada
a clean sequence from CSI planning coursework into certification-style cases
use FP I -> FP II -> QAFP only if the target role actually needs that broader certification path
What stronger FP II answers usually do
identify the dominant planning issue before naming a tactic
test the recommendation against at least one second-order consequence in another domain
keep implementation, documentation, and timing visible
prefer realistic sequencing over locally optimal but impractical recommendations
Learn how CSI FP II tests the Canadian financial-planning process, client goals, risk profile, fact finding, recommendation delivery, and ongoing communication.
Frequently asked questions for CSI Financial Planning II (FP II), including structure, route fit, topic weightings, study priorities, and how to use this guide.