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.

Enrollment Period: All course material will remain available for 6 months from the purchase date.

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 provides:

  • Course content using everyday language
  • Easy-to-follow outlines of key concepts
  • Illustrations and examples
  • Summaries for each of the 4 modules

Exam Prep includes:

  • Questions that follow the content, format, and difficulty of actual exam questions
  • Module tests to review key concepts
  • A practice exam to assess knowledge and exam readiness


Financial Planning FP2 Study Notes (Online)
Financial Planning FP2 Exam Prep (Online)
Financial Planning FP2 Study Notes (Print + Online)