The Financial Planning II (FP II) will provide you with advanced knowledge of key financial strategies. Building on the techniques learned in PFSA and Financial Planning I (FP I), students grow their skills to meet more complex client demands.
FP II is focused on core investment knowledge, building on the practical knowledge base of a financial planner learned in FP I. You will apply financial planning concepts to determine the proper strategy for clients based on the collection and analysis of client information, through to advising clients on financial impacts of material changes in their life that could affect their financial plan.
What's more, completing the FP II puts you one step closer to earning the new Personal Financial Planner (PFP®) designation - CSI's newest industry-leading credentials.
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Who Should Enrol
You should enroll in FP II if you have experience in the financial services field, looking to further advance your career in financial planning by pursuing the new Personal Financial Planner (PFP) designation.
You have likely completed the Canadian Securities Course (CSC)® or the Investment Funds in Canada (IFC) course, followed by the recommended Personal Financial Services Advice (PFSA) and Financial Planning I (FP I).
You will learn how to:
- Explain the financial planning process to clients
- Develop a savings plan outlining net worth, cash flow, and saving strategies
- Identify clients financial goals and constraints to develop their financial plan
- Analyze legal considerations related to property ownership
- Assess benefits and drawbacks of, estates, trusts, small business and divorce
- Analyze the effects of asset allocation in establishing investment solutions for clients
- Estimate retirement income sources and needs, and develop a financial planning strategy to meet the clients objectives
How you'll learn
FP II is delivered through an interactive online learning environment. You can take advantage of eBook readings, learning activities for self assessment, and tools designed to help you prepare for your exam.
Measure your progress
CSI's online learning system helps you meet, and even exceed, your study goals. You'll benefit from:
- Learning objectives and goals that keep you focused
- Interactive tools to help you evaluate and apply course material
- Course updates
|Approximate Hours of Study**|
|Hours of Study||110 - 150 hours|
** In order to provide some guidance to course participants as to the length of time it will take to be sufficiently prepared to write the final examination, CSI has prepared this estimate of the number of hours an average participant could possibly expect to spend studying for a course. Please note that these are only recommended hours of study developed based on research and our course content, however, this does not mean that some students with exceptional backgrounds would not take less time than recommended or that students with no background at all in finance or economics would not take longer than the maximum.
(weightings are approximate)
|Financial Planning Practice||10%|
|Savings Planning & Debt Management||10%|
|Investment and Tax Planning||10%|
|Financial Planning for Small Business||15%|
|Exam Format||Paper Based or Computer Based|
|Exam Length||3 Hours|
|Question Format||Multiple Choice|
|Questions Per Exam||60|
|Attempts Allowed Per Exam||3*|
|Enrolment Period||1 year†|
*There is no charge for your first attempt at a paper-based exam within Canada, as long as it's at a regular exam center and you provide a minimum of 14 days notice before the date that you want to write the exam. If you would like to write a computer-based exam, an additional fee will be required.
Each subsequent paper-based exam attempt at a regular exam centre within Canada will also require an additional fee. This fee is in addition to any special, computer-based or international fees that may apply. You must provide a minimum of 14 days notice within Canada at a regular exam centre and 4 weeks notice for all other centres. Please note that the date of the exam is not part of any notice period.
†Please note: Access to your online materials will close 2 weeks after successful course completion or course expiry (whichever comes first). This course can be extended by 1 year provided you have not exceeded the attempts allowed for each exam. You can view CSI extension fees here. Your enrolment period can only be extended one time.
Important: During a student's enrolment period, CSI may update this course. In that case, details about the update and how it may affect students will be posted online via My CSI. Students are held responsible for and are examinable on the content in the course textbook(s) provided at the time of enrollment unless stated otherwise in My CSI. Students are encouraged to check My CSI regularly throughout their enrolment period. Please note that a certificate will not be issued upon completion of this course.
Click below to access CE accreditation information for this course. To search for specific course information, click the icon or press the ctrl key & F key at the same time and enter the course name to search the document for the information you are interested in.
Continuing Education Credits
National/Provincial (Excluding Quebec)
Download CE Chart (PDF, 163 kb)
Download IQPF/CSF Chart (PDF, 182 kb)
Please note: While CSI makes every effort to ensure that the information is up-to-date, we are unfortunately unable to fully guarantee its accuracy. The information listed in the charts above may be subject to change.
For details on the organizations and other information on CE Credits listed in the above charts, please click here.
SHIPPING & HANDLING
- Non-electronic course materials will ship within 5 business days of purchase
- Electronic course materials will be available immediately upon purchase
- Shipping costs vary by location & will be displayed on the final screen of check out
- Shipping and handling fees will apply to all orders that include textbooks.
Corporate discounts may apply. Please be sure to identify your employer during the enrollment process or contact your human resources or training department to determine eligibility. Discounts will be applied during the enrolment process.