FPE®1 Programs
Foran 5-day Exam Preparation Workshop for FPE®1 Candidates
Foran Class Code: FCFP1
This workshop will appeal to individuals who require assistance in preparing for the FPE™1 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 over the 5-day program.
Topics Covered:
- Fundamental Financial Planning Practices
- Financial Management
- Asset Management
- Risk Management
- Tax Planning
- Retirement Planning
- Estate Planning
Toronto Dates:
May 23-27
May 29-June 2
Hours: 8:30 a.m. - 6:00 p.m.
Vancouver Dates:
May 28-June 1
Hours: 8:00 a.m. - 5:00 p.m.
Toronto Instructors:
Ron Foran, CFA, CFP, FCSI
Doug Planche, CFP, CLU, CH.F.C., F.L.M.I.
Gail Drory, MA, MBA, CA
Jeffrey Newhouse B.Comm, M.Tax, C.A.
Vancouver Instructor:
Steve Buckles, CFP, CIM, BBA
Investment: $1300 + Shipping + HST
(This includes the Foran FPE1 Preparation Notes and Quiz Book)
Foran FPE1 books are shipped by courier only
Toronto Seminars
Vancouver Seminar
Or call us at 800-565-0374 or 416-947-1922
While we strongly recommend attending all days of this program, a reduction in tuition will be provided of $150 per day deleted.
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 FPE1 Candidates can attend the Foran Case Study Seminar for the FPE1 Candidates for $150 - a savings of $145.00.
Through our relationship with Advocis, members are entitled to a 10% discount on this workshop.
Click here to view testimonials
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.
I found that Rons’ and Dougs’ instruction enabled me to pick the most correct answer of two or more correct answers in a multiple choice situation. Teaching us how to read each question properly and paying attention to the meaning of each word, so that we are clear on what answer to look for, played a large part in helping me to pass the FPE1 on my first attempt.
Of course the highly qualified Foran instructors, leading us through the mountain of course material required for FPE1, played no small part in my success as well.
Thanks again to the people from Foran Financial.
John de Witt
Investment Adviser
DundeeWealth
Passed FPE1, December 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
Passed FPE1, December 2011
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 FPE, 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
