Financial Planning

Financial Planning 2 Reading Course®


FP 2 provide the knowledge you need to qualify for the CSI’s Professional Financial Planning (PFP)® designation.

View related products

Financial Planning 2 Overview:

Financial Planning 2 (FP 2) covers all the basic divisions of the financial planning process, including data gathering, cash management, investment planning, tax planning, insurance planning, retirement planning, estate planning, family planning, and small business planning. This is the third and final course in the CSI’s Personal Financial Planner (PFP)® program.

Oliver’s FP 1 and FP 2 study materials are designed to support the Financial Planning 1 and Financial Planning 2, and do not constitute the actual enrolment in the course. Students must enroll with the Canadian Securities Institute (CSI) in order to write the FP 1 and FP 2 exams.

Study Notes (FP 2):

  • Easy to follow outline of core points
  • Simplified English
  • Illustrations and examples
  • Allow potential student to preview course
  • Convenient reference book
  • 8 modules in FP 2

Exam Prep (FP 2):

  • Questions follow style, content, format, and difficulty of actual exam questions
  • Questions are organized by table of contents
  • 483 questions in FP 2

Latest tweets

Latest facebook posts


Financial Planning FP2 Study Notes
Financial Planning FP2 Exam Prep
Financial Planning FP2 Study Notes & Exam Prep