Advancing financial careers since 1987


Foran FPSC® Level 1Programs:

Foran Case Study Seminar for FPSC-1™ and CFP™

Foran Class Code: CFPC1

Foran''s Case Study Seminar will assist Level 1 Candidates and introduces various methods for approaching case study exams.


Students will have the opportunity to attempt two case studies in the morning session followed by a thorough review of each case study.

In the afternoon session two additional case studies will be assigned followed by a thorough review of each case study. The instructors will highlight how to recognize important information and to disregard irrelevant information in the cases. Time management techniques and methods on recognizing distracters in multiple-choice questions will also be discussed.

In addition, take-home case studies will be handed out at the end of the seminar.
PDF of latest CFP Brochure is being updated


November 10

November 18


Vancouver 8:00 a.m. - 5:00 p.m.

Investment: $395 + Tax
Students of the Foran 5-day Exam Preparation Workshop for FPSC Level1 or CFP Candidates or the Foran Exam Preparation Weekend Workshop for CFP Candidates can attend the Foran Case Study Seminar for $275 - a savings of $120.

Toronto Seminar

Register Online

Vancouver Seminar

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

Total CE Credits Earned: 8
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.

After what I thought was an amazing 1st week of content, I was pleased that the format of the one-day session challenged all aspects of the previous week. I was somewhat concerned that I would not be in a position to apply my learnings with such a quick turn around, but the brain is pretty amazing! I would strongly recommend all students take advantage of the workshop!

Cindy Caravan, RBC
Case Study Day, Toronto, November 2017

It was helpful to go through each of the available options in each question to better understand the more appropriate answer and why the others were the more inappropriate for marks on a case study exam question.

Andrew Tachauer, Investors Group
Case Study Day Toronto, November 2017

Great discussion about proper answers! What improvement would I suggest? Nothing - it’s great!

Olga Bordatcheva, Scotia  Wealth Management
Case Study Day Toronto, November 2017

What I liked best? An opportunity to work through a number of cases and then take them up.

Jennifer Taylor
Case Study Day Toronto, November 2017

What I liked best? Working through the cases and evaluating what I know, also appreciated being shown the math!

Stephanie Lavallee, Investors Group
Case Study Day Toronto, November 2017

Great learning exercise, working through why answers were right and wrong.

Angela Lytle, TD Bank
Case Study Day Toronto, November 2017

Instructors were great and informative and professional.

Blaise Morin, CIBC Wood Gundy
Toronto May 2017

Reinforced what I know, showed me what I don’t know. What I didn’t know or understand was made clear to me now! Great week! Thank you.

Debra Schreiber, Equitable Life of Canada
Toronto May 2017

Cases and case review, overall really great prep and great day.

Liisa Tatem
Toronto May 2017

Productive, useful, helpful, thank you very much!

Elena Shatravka, investors Group Financial Inc.
Toronto May 2017

Today was very helpful with lots of practice; a great way to bring everything together from the content of the 5-day course. Good to learn mistakes now vs exam.

Julie Burjoski, Hollis Wealth
November 2016

Good range of questions based on content and difficulty.

Mario Di Clemente, BDC Financial Services
November 2016

Case workshop was fabulous.

Ramsey Halon, Freedom 55 Financial
May 2016

It was awesome - clear, concise!

Laura Peterson, Paul J. Greene & Co, HollisWealth
May 2016

Time well spent. Each scenario/case study provides an opportunity to think and remember. Great memory work for the exam. Open discussions improve reasoning skills and Doug is very patient so one feels comfortable asking questions. The best part was going through each option with explanations for each and every answer. Great for memory!

Ginette Beek,
Senior Associate Manager, SunLife Financial
November 18, 2013

"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