Advancing financial careers since 1987

 

Foran FPSC® Level 1 Program:

Foran 2-Session Workshop for FPSC Level 1
Examination Candidates

Foran Class Course Code: CFPW

The 2-Session workshop will appeal to individuals who require assistance in preparing for the FPSC Level 1 examinination administered by Financial Planning Standards Council (FPSC).

This two-session workshop (over 5 days) expands on the concepts covered in the FPSC CFP® Professionsal Competency Profile and stresses application of this knowledge. Key topics of the course curriculum will be thoroughly reviewed over the 5-day program.

Download the latest seminar brochure here (PDF)

Toronto

Topics Covered:

  • Risk Management
  • Fundamental Financial Planning Practices
  • Financial Managment
  • Asset Management
  • Tax Planning
  • Estate Planning
  • Retirement Planning

Toronto Dates:

October 28-29 & November 15-17

Hours:

Toronto 8:30 a.m. - 6:00 p.m.

Toronto Instructors:

Ron Foran, CFA, CFP, FCSI
Doug Planche, CFP, F.L.M.I.
Gail Drory, MA, MBA, CA
Gerry Ramos, CFA, CFP, MBA, CIM
Bob Ransom, BA, CH.F.C.

Investment: $1400 + Shipping + HST
(This includes the Foran FPSC Level 1 Preparation Notes and Quiz Book.)
Foran FPSC Level 1 books are shipped by courier and a signature is required. Delivery to a business address is recommended.

Toronto Seminar

Register Online 

For questions please call 416-947-1922 or 800-565-03374.

Students of the Foran 5-day Exam Preparation Workshop for FPSC Level 1 Candidates can attend the Foran Case Study Seminar for the FPSC Level 1 exam Candidates for $275 - a savings of $120.00.

Total CE Credits Earned: 40
Note on Foran Continuing Education (CE) Credits: Foran Financial Institute issues CE Credits for all of its licensing seminars. However, it is at the discretion of your compliance department whether Foran CE Credits fill CE Credit requirements.

Note on Foran Continuing Education (CE) Credits: Foran Financial Institute issues CE Credits for all of its licensing seminars. However, it is at the discretion of your compliance department whether Foran CE Credits fill CE Credit requirements.

Click here to view more student feedback

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
Passed FPE2 June 2011


“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


The FPE1 preparation course by Foran Financial was an enriching, positive experience. The course was integral in helping me pass my exam successfully. The instructors were incredibly knowledgeable and masterful in teaching the students strategies to retain the large volume of information. Thank you Foran! Looking forward to the FPE2 prep course.

Julie Mitchell-McEwen, November 2013 class

"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.