Want to pass CSI Financial Planning 2 (FP2) from the Canadian Securities Institute? Well, I just passed and am here to share all the study tips you need to pass too!
In case you're new and don't know, I took Financial Planning 2 through the CSI on my path to become a Certified Financial Planner (CFP). My journey started in 2020 when I passed the Canadian Securities Course, then Financial Planning 1 (FP1) in 2021. I've made videos about how to pass those exams too, linked below.
Having passed those exams, I'm gonna be honest, this one wasn't easy. It requires you to read two big textbooks, but take only one exam with 60 questions. Not a lot of room for error! Nevertheless, I passed and so can you, and I go into detail on what you should study and memorize (and what to not worry about).
CHAPTERS
00:00 Introduction
00:33 What took me so long!
00:48 My best study tips to pass
04:46 What you should study/memorize for the exam
04:53 CPP premiums for self-employed
05:29 Capital gains exemption amount
06:04 Treynor & Sharpe ratios
07:00 Goal setting formula
07:39 Extraordinary expenses for child support
08:17 TFSA & RRSP over-contributions
08:56 Borrow to invest formula
09:33 Assets that are not subject to probate
09:53 Capital needs analysis for life insurance
10:28 OAS and GIS eligibility
11:15 Types of tenancy
11:38 Fundamental vs. technical analysis
12:15 What's not on the exam
13:38 Final tips & download my free study guide!
RESOURCES
➡️ Download my free study guide https://jessicamoorhouse.com/fp2-study-guide
➡️ How to Pass Financial Planning 1 (FP1) https://www.youtube.com/watch?v=penXBrLkrwc
➡️ How to the Canadian Securities Course (CSC) https://www.youtube.com/watch?v=9TMpHYV77bw
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ABOUT ME
I'm Jessica Moorhouse, a money expert, Accredited Financial Counsellor Canada®, speaker, blogger, YouTuber, and host of the More Money Podcast. I'm based out of Toronto, ON, Canada and turned my personal finance blogging side hustle into my full-time business so I could spend all my time teaching others how they can take control of their lives by taking control of their money. To learn more, check out my website https://jessicamoorhouse.com
#money #personalfinance #investing
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The content I produce is for education and entertainment purposes only. Nothing on this YouTube channel, my website or affiliated channels should be considered financial, investment or legal advice, or an endorsement for any type of service, product, or brand. Some links in this description may be affiliate links in which I may earn a commission at no extra cost to you. Please read my disclaimer to learn more: https://jessicamoorhouse.com/disclaimer/
