FP II FAQ — Common Questions (Retirement, Tax, Insurance, Estates)

What is the official FP II exam format and structure?

CSI publishes FP II exam structure on the official Exam & Credits page:

• Exam format: Proctored (remote or in-person at a test centre)
• Exam duration: 3 hours
• Question format: Multiple-choice
• Questions per exam: 60
• Passing grade: 60%
• Attempts allowed: 3
• Assignments: None

Source: https://www.csi.ca/en/learning/courses/fp2/exam-credits

What are the official topic weightings?

From CSI’s official weighting table:

• Financial Planning Practice — 10%
• Savings Planning & Debt Management — 10%
• Investment and Tax Planning — 10%
• Retirement Planning — 20%
• Insurance Planning — 10%
• Financial Planning for Small Business — 15%
• Family Law — 15%
• Estate Planning — 10%

Source: https://www.csi.ca/en/learning/courses/fp2/exam-credits

What should I focus on first?

Start with the highest-weight and highest-integration topics:

• retirement planning needs analysis and product mechanics
• tax strategy categories and constraints (registered vs non-registered, timing, children/trust structures) (concept)
• insurance needs analysis and contract features

Then layer in family law and estate planning, which often show up as “plan impact” and sequencing questions.

Do I need the official CSI materials?

Yes. Use this hub as a study map + practice layer, but rely on CSI’s official materials for the canonical reading.

Where do I find official policies (fees, timing, retakes)?

Use the official CSI links in Resources. Policies can change, so we avoid hard-coding beyond official exam structure and weightings.