Advancing financial careers since 1987


Foran CFP® Certification Programs

Foran 5-day Exam Workshop for CFP Examination

This workshop will appeal to individuals who require assistance in preparing for the CFP Examination administered by Financial Planning Standards Council (FPSC).

Foran Class Code: FCFP2

This workshop will appeal to individuals who require assistance in preparing for the CFP Examination administered by Financial Planning Standards Council (FPSC).

This 5-day program  focuses on the topics outlined on FPSC's CFP® Competency Profile and stresses the application of this knowledge. Key topics of the course curriculum will be thoroughly reviewed.
The latest CFP Seminar brochure (PDF) is being updated.


October 31-November 4
November 5-9

November 13-17


Toronto 8:30 a.m. - 6:00 p.m.
Vancouver 8:00 a.m. - 5:00 p.m.
Total Hours of Instruction: 40 hours
Tuition: $1,200 + Tax

Toronto Seminar

Register Online

Vacouver Seminar

Register Online
Or call us at 416-947-1922 or 800-565-0374.

 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.

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

Foran Financial Institute is an independent supplier of educational services. Its exam preparation courses are not sponsored by the Financial Planning Standards Council (FPSC) or any other industry organization.

The flow of the course tied together all aspects. The sample case studies are well created.

Darryl Martella, Educators Financial Group
Toronto, May 2018

The cases and material provided were and are very helpful in preparing for the exam.

Joe Arruda, Ontario Pension Board
Toronto, May 2018

Practice questions and case studies, practical analysis and application of concepts, formulas and calculations.

Alfredo Di Somma, ProBenefits Consulting Inc
Toronto, May 2018

Content covered and detailed examples were excellent and the sample exam questions and case studies were the best. Ron Foran is an incredible source of knowledge and his delivery is very easy to understand.

Alastair McKenzie, Investors Group
Toronto,  May 2018

Reference material and flow if workshop was excellent. All instructors were excellent and as a student it was an honour to have such experienced professionals share their knowledge.

Carolyn Moore, BMO Wealth Planning
Toronto, June 2018

Concise, full binder that will be my bible of study for the next month. I want to tell everybody I know how valuable this course has been for me. All four teachers are outstanding and walking encyclopaedias of a wealth of knowledge. Thank you.

Lauren Teevan, RBC
Toronto May 2018

Each instructor was extremely knowledgeable and very thorough. I feel extremely prepared after the 5-days.

River Hatt, Scotia Wealth
Toronto, May 2018

Gail’s pace and style were fantastic! Content was excellent for all presenters.

Laura Southall, Assante
CFP November 2017

The days flew by. Very interesting, and I was never bored. Steve added humor and was so knowledgeable.

Tara Ennevor, Rogers Group Financial
CFP Vancouver, November 2017

All the instructors were so knowledgeable. I have taken 3 courses with Foran now (WME, FPSC1, and CFP and been successful for all exams so far. The courses really reduced the stress because you felt well prepared for the upcoming exams. Also instructors really care about our success.

 Angela Lytle, TD Financial Planning
CFP Toronto, November 2017

Very knowledgeable instructors, well taught, long but worth it!

Charles Min, Investors Group
CFP Toronto, November 2017

I found the part on taxation easy to understand and extremely helpful. Gail has the ability to make a hard subject easy to listen to and understand. Her presentation skills allow the group to remain on task.

Dana Hicks, TD Wealth Financial Planning
CFP Toronto, November 2017

Brought clarity to my study process. Made concepts easy to understand. Combined both technical and practical to gain a better understanding of the overall material.

Tim Rowan, Investors Group
CFP Vancouver, November 2017

This workshop is fantastic. While the week was overwhelming with the amount of content covered, I am confident that I am set up well for the exam based on this workshop.

Cindy Caravan, RBC
CFP Toronto, November 2017

Steve was engaging, patient and clearly enjoyed teaching. All together made the content more positive to learn in a fun way. Clear explanations and amusing examples from POP Culture and real life experience. Steve made complex concepts easier to fully understand.

Jen Underwood, Vancity
CFP Vancouver, November 2017

Quality of instruction was absolutely superb!

Elliot O’Neill, Mackenzie Investments
CFP Toronto, November 2017

Gail is amazing. I learned so much from her sessions and that alone was worth the money. Gerry was also very good – made things easy to understand. Doug is such a character and he really knows his stuff. Ron really cares about making sure everyone gets it.

Karissa Binns, SunLife Financial
CFP Toronto, CFP Toronto, November 2017

The instructors’ passion for the material was amazing.

Jennifer Taylor, RBC
CFP Toronto, November 2017

I appreciated the different instructors who specialized in certain areas.

Andrew Tachauer, Investors Group
CFP Toronto, November 2017

Content was really well delivered and easy to understand.

Kari Wolfenson, TD Wealth
CFP Toronto, November 2017

Hi Gerry, just wanted to thank you for taking the time and teaching the course at Foran. They've put together such an amazing team.  I passed my CFP; first attempt. I had a wonderful experience with Foran. All the instructors were brilliant.

Minoo Shahriari, CI Investments
CFP Toronto, May 2017

Real life examples and interesting stories to apply the concepts. Clear illustrations of the concepts. Steve is always engaging and entertaining, knows the content inside out and is never stumped by confusing questions.

Sam Rosmus, TD Wealth
CFP Vancouver, May 2017

Very well laid out and focused on giving us an understanding of topics. Very knowledgeable instructors.

Kyle Monkman, Investors Group
Toronto May 2017

Concise and well laid out materials. Improved my confidence and gave me somewhere to start studying.

Meaghan Douglas, Raymond James
CFP Vancouver, May 2017

Amazing content. I like how topics were highlighted that would be highly likely to be tested. I can focus my studying more.

Andrew McCallum, TD Wealth
Toronto May 2017

Great teacher, thanks for making it so interesting and funny.

Sahra Khoshnavazi, Investors Group
CFP Vancouver, May 2017

All of the content presented was beneficial and allowed me to understand concepts in a way that was clear to follow. I had struggled with a few section in my studies and this workshop gave me the knowledge I was looking for.

Scott Fell, TD Wealth Financial Planning
Toronto May 2017

I just want to share the happy news that I passed my CFP exam and I am so thankful I took your prep course because I believe it helped me in my success. Thanks so much!

Susan Lock CFP, Investors Group
CFP Toronto, November 2016

Best thing about the course? The instructor’s depth and breadth of knowledge. I learned a lot more than I’ve learned from text books. Real life applications.

Jina Byun, Investors Group
CFP Vancouver, November 2016

I appreciated the willingness of all the educators to answer all questions and still stay on time with the material.

Ramsey Hanlon, Freedom 55 Financial
CFP Toronto November 2016

Steve is a great presenter, making everyone comfortable and also making the material easy to understand. The examples that he provides re his own practice provide great insight into Financial planning.

Colleen Schneider, Scotia McLeod Saskatoon
CFP Vancouver, November 2016

Covered a lot of areas. Ron set the table nicely (overview of planning and technical knowledge areas) also covered complex topics on finances. Gail did a super job and Bob was excellent with his great examples of good and bad (constructed) exam answers.

Steve Ausman, Investors Group
CFP Toronto November 2016

Excellent! Turned the ‘text book knowledge’ to real world application. Also liked Steve’s ability to inject humor into some very dry theory. Very believable, very funny and engaging.

Leasa Lindquist, RBC
CFP Vancouver, November 2016

Lots of practice material and case studies for further review. Knowledgeable educators.

Matt Roach, Benefit Partners
CFP Toronto November 2016

Hands down - Best Instructor Ever! 2nd time I’m taking his class and it was still interesting (attended FPSC-1 in May.) Steve has a very unique ability to bring everything to life. His topics were specific but had layers of content to help bring everything we have learned together.

 Daniala Guidoos CFP, Investors Group
CFP Vancouver, November 2016,


Thank you for the training! I am happy to tell you that I have passed the exam in June and now I am a CFP professional. Your training session is definitely a great support and help to my success in the exam. I will strongly refer it to my colleagues. Wish your business continue successful!

Jenny Zhang, Consultant, Investors Group Markham
June 2016

I wanted to take the time to express my gratitude to you and the instructors who led the spring session of the CFP examination prep-course. The class structure was intense and jam-packed with information and practice problems. The materials provided were excellent. The instructors were eager to help with questions at break and after class and were genuine in their efforts. I passed the CFP examination in June 2015 and would like to say thank you!

Shaun Heslegrave, Investors Group
June 2015

I did write the CFP examination in November and I did pass! I would and will recommend this program to any colleagues or friends that are writing this examination. I found it very helpful.

CJ Stevens, HollisWealth
November 2014

I am super happy that I have passed the CFP exam. I know I couldn’t do it without your help. I learned so much from your one week prep course. Your instruction was like a string that put all the beads of knowledge together. Thank you so much for helping me achieving me career goal.

Susan Zhou, Investment Account Manager, Vancity Credit Union
November 2014, Instructor Steve Buckles

I was successful! The 5-Day Workshop provided by Foran was extremely comprehensive and helpful to me in preparing for this exam. Thanks for everything,

Laurie Abbott
Ontario Pension Board
November 2014

Just wanted to say thanks to everyone at FORAN and especially Steve Buckles for helping me pass the CFP exam. Steve is a truly amazing instructor; I really enjoyed his teaching style. He made the material enjoyable and his level of knowledge is second to none.

Rob Lulic, Zadra Wealth Management Group
Instructor Steve Buckles, November 2014

The best way to prepare for the CFP examination. I recommend this program to everyone!

Konstantinos Foussias, Investors Group
November 2014

I passed the FPE2. I thought the course was great. The highlight was Steve Buckles. Loved his sense of humor and the techniques the he used to help you remember important information. If I was to do it all over again I would not hesitate to take the course with Steve. The material was fantastic and was well laid out and easy to reference as a study aid. I would highly recommend this course to others who are preparing to take the FPE2 exam. Very worth it!

Grant Strachan, Investors Group
Instructor Steve Buckles, June 2014

I believe that your courses focus the student on the subject matter that is most relevant for the exams and allows the student to spend their study time wisely. The course material, case studies and instructors all prepare the student at a level that exceeds the level of the examinations making success more likely. Your programs help make the student a better trained and prepared professional. Thanks to everyone at Foran!

Holly Reynolds CMA, CFP
June 2014

Overall, I am very pleased with the workshop and I will strongly recommend it to anyone of my colleagues at Investors Group.

Carlos Rios,
Divisional Director Investors Group
May, 2014

I successfully wrote the exam in Kelowna and can now sport the “CFP” designation behind my name.I really appreciated the Foran 5 Day Workshops (FPE1 & FPE2). Without it, I would not have known where to start to prepare for the exams. Beyond exam success, the workshop gave me the knowledge to provide the best service for my clients.

Rob Hislop, CFP CPCA
Investment Specialist, SASCU Wealth
Passed FPE2 in June 2013
Instructor Steve Buckles,

As you can see by my signature line below I PASSED (woo hoo!!) on my first try and have obtained CFP certification. I appreciated the in-depth in-class review – especially the taxation section. It was my weakest area and Gail actually made it fun. The sample questions were very helpful as was the general exam-writing advice from Foran and others. If you are sharing suggestions with other CFP writers ... (see Sherri's time tips on our blog) ... Thanks for offering such complete exam preparation – it works!

Instructors Gail Drory, Ron Foran, Doug Planche
Passed FPE2 in June 2013

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

Hi 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.

Karn Sihota
Managing Partner
Freedom 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

Hi guys, just wanted to let you know that I passed the  FPE 2 exam. I have to
let you know that I came to Foran looking for confidence to pass an exam and
left with the confidence to have a career. I don't consider your seminar a
recommendation, I consider it an essential.
Thank you, thank you, thank you for doing what you do and doing it so well.

Roxanne Reid
Scotiabank Investment Specialist
Scotia Securities Inc.
Passed FPE2 June 2012

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
Passed FPE2 June 2011

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
Passed FPE2 June 2011

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
Passed FPE2 June 2011

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!