Testimonials Wealth Management Essentials® Seminar
Re: CSI/Foran Wealth Management Essentials Seminar
Instructors: Ron Foran, Doug Planche
Thank you Foran for the WME seminar it was very helpful in preparing me to write both exams. I'm happy to report I was able to successfully complete both exams with a 75% average. Ron and Doug keep up the good work.
James, November 2011
Re: CSI/Foran Wealth Management Essentials Seminar
Instructors: Ron Foran, Doug Planche, Jeff Newhouse
Our firm has continued to utilize Foran for its effective teaching methods and in using concepts that are transferable to client interactions. Jeff was fantastic and expressed concepts in a refreshing and understandable method. Ron and Doug - same as usual ... excellent!
Scott Harris
Stone Haven
Re: CSI/Foran Wealth Management Essentials Seminar
Instructors: Ron Foran, Doug Planche, Jeff Newhouse
I just wanted to pass on my thanks to the team at Foran. I wrote my exam yesterday for the third time. I had a lot riding on how the course was going to help me. I’m happy to say that I passed! I found the program intense but informative and helpful. It not only helped change my exam results, but also has influenced how I will run my practice going forward. Beyond the need to pass the exam, I learned a lot. Thank you.
Richard Mikucki
Industrial Alliance Securities
Re: CSI/Foran Wealth Management Essentials Seminar
Instructors: Ron Foran, Doug Planche, Jeff Newhouse
Excellent prep for WME exams one and two. Improved my confidence 10 fold. Great work! Ron is hilarious!
John Ferber
Assante Capital
Re: CSI/Foran Wealth Management Essentials Seminar
Instructors: Ron Foran, Doug Planche, Jeff Newhouse
Great course – lots of material to retain. All the instructors relayed material in a very practical way with day-to-day examples and helped with tips to remember things.
Pina Montuoro
Regional Manager
TD Canada Trust
Re: CSI/Foran Wealth Management Essentials Seminar
Instructors: Ron Foran, Doug Planche, Jeff Newhouse
Very informative, effective seminar. All instructors were excellent.
Pouneh Hasiri
CIBC