Advancing financial careers since 1987

 

Feedback on Foran FPE1® and FPE2® Workshops

Re: Foran FPE1&2 Examination Preparations Workshops for December 2012. Please see course pages for recent feedack.

I wanted to let you know I received the official notice from FPSC that not only did I make the President’s List, but also that I came in FIRST PLACE!!! [December 2012]. I completely credit this success to having taken the Foran exam preparation class.

 Jennifer Harris, CFP®
Thomas O’Neill & Associates Inc.
Instructor Steve Buckles, Vancouver

Ron, Doug, Gail;
I would like to take this opportunity to personally thank each of you (and your entire behind the scenes team) at Foran Financial for helping me pass the FPE1 (June 2012) & FPE2 (Dec 2012) examinations en route to securing my CFP designation. The classroom sessions were concise, focused and detailed to address the key subject areas and themes that were tested. The various practice questions and case study reviews proved extremely valuable and crystallized key concepts in preparation for the exams. I truly believe that the CFP instructional programs offered by Foran Financial were a key tool in helping me achieve the CFP designation. Thanks again!!

Tom Svoboda, B.A., CFP®
Investors Group Financial Services Inc.
 

Hi Steve,
Just wanted to drop a quick line to let you know that I passed my FPE2 exam that I wrote on Dec. 1st, 2012. Your course was phenomenal and would definitely recommend colleagues to attend in future.
Thanks,

Karn Sihota
Managing Partner
iFreedom Financial Solutions Inc.
 

Dear Ron, Gail, Doug & the entire Foran financial team,
Thanks to your wonderfully taught and organized CFP Prep Seminars, I have passed the FPE1 & FPE2 exams! I could not have done it without your help. I will definitely recommend the seminar to my colleagues!!

Thank you again!
Koichi Miyamoto, January 2013
 

Thank you Foran Financial! I sat the FPE2 weekend course and was successful in passing the June 2012 FPE2 exam. You really drilled down the concepts and took the time to explain any concepts further to the class. Your course materials were great help . I've used other course providers along my CFP path and found Foran very relevant to the exam.
Thank you,

Nicole Lavery, CFP
BMO Harris Private Banking
Re: Foran FPE2 Examination Preparation Workshop May 2012

Thank you Foran Financial! I sat the FPE2 weekend course and was successful in passing the June 2012 FPE2 exam. You really drilled down the concepts and took the time to explain any concepts further to the class. Your course materials were great help . I've used other course providers along my CFP path and found Foran very relevant to the exam.
Thank you,

 

Nicole Lavery, CFP
BMO Harris Private Banking

Re: Foran FPE1® Examination Preparation Workshop November 2011

 

I attended both the Foran 5-day Workshop for FPE1 Candidates and the Foran 1-day Case Study Seminar for FPE1 Candidates prior to my FPE1 exam. My two goals were to; 1) Identify what areas of knowledge to focus on and to what depth. 2) How to optimize my time during the exam. Due to the expert knowledge, effective instruction of the Foran Workshop & Seminar both my goals were achieved and I have passed the FPE1 Exam! In perticular I highly valued the patient explanation, diagrams and flowcharts used to explain complicated topics and the in-class detail reviews. The case study seminar taught me how to filter key information in order to answer the questions time efficiently. Cases can easily consume a lot of valuable exam time, therefore I feel this was also a key contributing skill that assist me.

I strongly recommend both courses for anyone preparing for the FPE1 Exam.

Hanif Gulamhussein

Re: Foran FPE1® Examination Preparation Workshop May 2011
Instructors: Steve Buckles, Vancouver

I just wanted to share some extremely good news with you. I just found out that not only did I pass the FPE2, but I tied for first place in the country! I made the President's list. I wanted to thank you again for all your prep work with me, obviously the results were there!

Chris George, CLU, CHS, CPCA, EPC
Director, Advanced Planning
Blue Shores Financial

Steve is an excellent instructor and the Foran prep course for FPE2 was very helpful. The Case Study day was extremely valuable.

Scott Murray
RBC Insurance


Re: Foran FPE1® Examination Preparation Workshop May 2011
Instructors: Steve Buckles, Vancouver
 

I would like to take this opportunity to thank my instructor and the entire team at Foran for running a real successful course. Attending the classes was a giant leap of real learning and applications of various financial solutions in the lives of our clients. Thanks!

Sunanda Kikla
Global Insurance

Re: Foran FPE2® Examination Preparation Workshop May 2011
Instructors: Ron Foran, Doug Planche, Gail Drory, Jeff Newhouse, Toronto
 

I passed my FPE2 exam. Thank you! Everything in Foran's FPE2 class and everyone at Foran was very helpful. The day with Gail was most important for the tax questions; for the math-based questions, thanks Ron!

Eric Feigin
Freedom 55 Financial

Re: Foran FPE2® Examination Preparation Workshop May 2011
Instructors: Ron Foran, Doug Planche, Gail Drory, Jeff Newhouse, Toronto

I found the three day course of study extremely helpful. I had so much respect for Gail on Friday - she ran a marathon for us covering the tax law so thoroughly but with clarity and humour. I have always had a great deal of respect for teachers who know the difference between being 'educators' vs presenting an entertaining lecture. Gail is an educator first and foremost. Saturday and Sunday were also very well done. Each presentation progressed with logical connections, building upon foundational material where appropriate.

”On a personal note, please know how much I appreciated the kindness everyone at Foran displayed. I could tell everyone wanted to do everything they possibly could to help me pass this exam. You can't 'fake' that type of concern or the genuine pleasure in your voice as we spoke. Thank you again - Foran for me will always represent time and money invested wisely.

Elizabeth Vermeulen
Financial Planner

Re: Foran CFP® Examination Preparation Workshop June 2009
Instructors: Steve Buckles, Vancouver

I took the Foran CFP Examination Preparation Workshop and Case Study Seminar in Vancouver and found them both to be tremendously helpful.

The instructor, Steve Buckles, made the learning experience interactive and even fun with jokes and pop culture references that doubled as mnemonic devices. More importantly, he clearly defined the most relevant exam material, making further studying significantly more effective.

After taking his course, I felt eminently more prepare to write the CFP exam.

Warren May, CFP
Dupuis Langen Financial Management
2nd Place, June 2009 CFP Exam

Re: Foran CFP® Examination Preparation Workshop November 2009
Instructors: Ron Foran, Doug Planche, Gail Drory, Jeff Newhouse, Toronto

The Foran Financial CFP prep course was essential for my successful completion of the CFP designation [President’s List November 2009 examination]. The sessions covering tax, estates, and trusts were worth the price of admission alone. For anyone attempting CFP, I would highly recommend you enroll in this program.

Neil Carroll, B.Sc, CFP
Frank Carroll Financial

Re: Foran Case Study Seminar for CFP® Examination Candidates November 2009
Instructors: Doug Planche, Bob Ransom, Toronto

The Foran Case Study Seminar instilled confidence in me to master the most feared portion of the CFP exam. By attending this workshop, not only did I pass the November 2009 examination on my first attempt, but I also qualified to be on the President’s List. The instructors at Foran are truly exceptional in the area of financial planning and offer a plethora of experience to the students who attend.

Timothy Szeto, BASc (Hons), CFP
Investors Group Financial Services

Re: Foran CFP® Examination Preparation Workshop June 2009
Instructors: Ron Foran, Doug Planche, Gail Drory, Jeff Newhouse, Toronto

I attended Foran's 5 Day CFP exam prep course in Toronto this past June to help me prepare for the CFP exam. I wrote it on the "Approved Prior Credentials" program. The course was well organized and the instructors were excellent. I believe that your course played a huge part in my passing the exam and making the CFP President's List. I would strongly recommend that no-one even consider writing CFP without it.

Dan Burjoski, CLU, CFP
Dundee Insurance Agency Ltd


Re: Foran CFP® Examination Preparation Workshop
Instructors: Ron Foran, Doug Planche, Gail Drory, Jeff Newhouse, Toronto

I decided to enrol in the Foran CFP prep course because of prior positive experiences with their programs. I found the content both comprehensive and to the point. I benefited greatly from the interactive discussions with the instructors. I found the instructors very well prepared, very knowledgeable in their field, and very helpful in understanding both the breadth and depth of the material. I placed 2nd in the country on the June 2008 exam and I am fully confident that I would not have achieved this result without taking the Foran course and I would recommend it to anybody.

Rajeev Kudsia, BSc (Hons)
Manulife Securities

Re: Foran CFP® Examination Preparation Workshop
Instructors: Steve Buckles, CFP, CIM, BBA, Vancouver

Steve is an excellent instructor who was very helpful in guiding the class through a comprehensive review of the course material. As a result of his efforts, I achieved the President’s List on the November 2007 examination. I would not hesitate to recommend the course to anyone contemplating writing the exam.

Donald L. Irwin, CGA, CFP
McGregor Krastel Dougan
Chartered Accountants

Re: Foran CFP™ Examination Preparation Workshop
Instructors: Doug Planche, Ron Foran, Gail Drory, Bob Ransom, Toronto

I thought everything was great about the seminar...certainly grueling and long hours, but I definitely got my money's worth with your 'crash course'...I actually ended up on the President's list (November 2006), so I was pretty excited.

Chris Winters, CMA, CFP
Cardy & Associates

Re: Foran CFP™ Examination Preparation Workshop
Instructors: Steve Buckles, Vancouver

The course gave the class a broad and thorough view of financial planning. It was a good consolidation and review of the learning from the courses and sorted the more important aspects required to get through the exam. I don't believe for a New York minute that I would have passed the exam without the Foran course. I was enthused and excited about financial planning vs. overwhelmed and confused. Thank you. It was the best examination aphrodisiac I have experienced!!

Don Pugh, Clarica, Vancouver

Re: Foran CFP™ Examination Preparation Workshop
Instructors: Doug Planche, Ron Foran, Gail Drory, Bob Ransom, Toronto

I recently wrote and passed the CFP exam on November 18, 2006. I felt really prepared and confident going into the exam after attending Foran's 5-day seminar. The instructors are experts in their field, as well as are great teachers. The focus on the materials were the more difficult expert mastery level in each category, which I thought was in valuable. After completing the seminar I reviewed the course handouts and went through the exams questions as recommended by Foran. I think the deep concentration for a week followed by continually going through the Exam questions given by Foran really prepared me for the exam.

Deborah Gillis
CIBC, Toronto

Re: Foran CFP™ Examination Preparation Workshop
Instructors: Doug Planche, Ron Foran, Gail Drory, Bob Ransom, Toronto

My justification for registering for the Workshop/seminar, was I was investing in myself. It was the best investment I have made to date. In respect to the Foran CFP Exam Preparation workshop, my success started with the text books you sent me. Compared with other material I read, the Foran text books were precise and to the point - being a protein lover, I would say, lots of meat with just enough gravy to wash it all down. The seminars captured the contents of the exam, and each facilitator's presentation was enlightening/enriching. There was not one negative thing about the facilitators or the material they presented. Each was an expert in their own realm. However, I must say that Ron and Gail were my two favourites. Their presentation style assisted me to absorb and recall the material - Repetition, Jingles, Acronyms and a positive attitude. In the Case study workshops I got to put theory into practice. I received more positive reinforcement, repetitions and jingles. I will definitely recommend Foran Financial to all my colleagues. I could not have been successful without this team.

Linda Amour Grant
Financial Adviser, CIBC

Re: Foran CFP™ Examination Preparation Workshop
Instructors: Doug Planche, Ron Foran, Gail Drory, Bob Ransom, Toronto

I don't know if there is anything more Foran can do to prepare you for the exam. I believe everyone in attendance at the exam were a little overwhelmed in the morning however the case study afternoon was exactly as I expected. I believe it was the case study section of the exam that enable me to pass and Foran's case study day as well as multiple case study examples that got me over the top. If for nothing else, The Foran course placed me in the right frame of mind. I needed to do all those questions and case study's in order to prepare for the 6 hour exam. It was like training for a marathon. Without the training I would have never been able to complete the exam successful. Thank you again."

Todd Rideout,
Freedom 55 Financial

Re: Foran CFP™ Examination Preparation Workshop
Instructors: Steve Buckles, Vancouver

The course was extremely helpful in passing the exam. Steve Buckle's notes was the only study material I used. I felt the notes were tailored to the exam syllabus and gave the basics one needed to know. The examples Steve provided helped explain and clarify the material. Also, Steve was very entertaining to listen to, which is an amazing feat considering we were discussing taxation.

Julie Kwan
Life Manager, Great-West Life

Re: Foran CFP™ Examination Preparation Workshop
Instructors: Doug Planche, Ron Foran, Gail Drory, Bob Ransom, Toronto

I just learned that, I not only passed, but also made the President's List too (apparently top 5 marks of 918 who wrote and 481 who passed)! I am absolutely certain that my result is due solely to the excellent instruction, materials and format of your course. Please accept my sincerest gratitude and pass my appreciation on to all the instructors.

Scott A Brown, B. Admin (Hons)
Financial Advisor
Assante Financial Management Ltd.

Re: Foran CFP™ Examination Preparation Workshop
Instructors: Doug Planche, Ron Foran, Gail Drory, Bob Ransom, Toronto

The Foran course was a deciding factor in my success. Until I attended the 1 week intensive session (only a week prior to writing!) all my efforts had been self-study and I lacked the confidence for the exam.

Laura Fralick, CFP
Freedom 55 Financial

Re: Foran CFP™ Examination Preparation Workshop
Instructors: Doug Planche, Ron Foran, Gail Drory, Bob Ransom, Toronto

I certainly would not have made the President's List if not for the Foran course and all of Foran's faculty members. Please pass along my appreciation to Ron and his team!

Mark Thompson, CFP, CLU, CH.F.C., EPC
Kingston Resource Centre

Re: Foran CFP™ Examination Preparation Workshop
Instructors: Ron Foran, Doug Planche, Steve Buckles, Vancouver

Steve was absolutely excellent! (The workshop provided) a great overview of all courses. Very helpful to have condensed notes of overheads from presentors, and really liked working on example questions in class, along with case studies.

Cynthia Nelson
Clarica

Re: Foran CFP™ Examination Preparation Workshop
Instructors: Ron Foran, Doug Planche, Steve Buckles, Vancouver

I did attend the CFP Foran course in Oct 04 and I did successfully pass the exam. I believe that my success was a direct consequence of the excellent and thorough teaching of Steve Buckles. He is a huge asset for your company.

Sarah Wildman
Mackenzie Financial Services

Re: Foran CFP™ Examination Preparation Workshop
Instructors: Doug Planche, Ron Foran, Steve Buckles, Vancouver

All of my previous courses have been by correspondence, so the actual application of the material has really cleared up a lot of the tax questions I had, plus a lot of other issues.

Catherine Comben
CV Financi

Re: Foran CFP Examination Preparation Workshop
Instructors: Ron Foran, Doug Planche, Steve Buckles, Vancouver

Passed - so glad that I always take the time to do Foran prep. I liked Steve Buckles' approach to things - everything was on paper already for us including the financial calculations, etc. and we could concentrate on his teaching.

Linda Ambrose
Assante Capital Management Ltd.

Re: Foran CFP™ Examination Preparation Workshop
Instructors: Doug Planche, Ron Foran, Gail Drory, Bob Ransom, Toronto

I came here thinking I had a pretty good handle on things, but clearly I had a lot more to learn. This was the most informative course I have ever attended.

Ainslee Birrell
CIBC

Re: Foran CFP™ Examination Preparation Workshop
Instructors: Doug Planche, Ron Foran, Gail Drory, Bob Ransom, Toronto

The program thoroughly prepares you for the CFP exam by identifying and summarizing the material you really must know. In this business, time is indeed money and this course certainly saved me both.

Jamie Geisler
Assante

Re : Foran CFP™ Examination Preparation Workshop
Instructors: Doug Planche, Ron Foran, Gail Drory, Bob Ransom, Toronto

I appreciated that no matter what the topic, the instructors would start with the basics, accounting for all the individual strengths and weaknesses…I also appreciate the knowledge, respect and dedication the instructors displayed.

Kathy Boyle
Scotiabank

Re: Foran CFP™ Examination Preparation Workshop
Instructors: Doug Planche, Ron Foran, Gail Drory, Bob Ransom, Toronto

The instructors are fantastic. I learned more in 5 days than studying on my own for 6 months!

Ryan G. Dales
ScotiaMcLeod

Re: Foran CFP™ Examination Preparation Workshop
Instructors: Doug Planche, Ron Foran, Gail Drory, Bob Ransom, Toronto

I just wanted to thank you again for your assistance with the CFP Exam. This was my fourth course with Foran and each and every time, I passed the exam on my first attempt (and always with exceptional marks).

Teresa Martin
Brant-Dumfries Financial