Advancing financial careers since 1987

 

Foran FPE®1 Programs:

Foran Weekend Exam Preparation Workshop for FPE®1 Candidates

Foran Class Course Code: CFPW

The weekend workshop program will appeal to individuals who require assistance in preparing for the FPE1 administered by Financial Planning Standards Council (FPSC).

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

Toronto

Topics Covered Weekend 1:

  • Risk Management
  • Fundamental Financial Planning Practices
  • Financial Managments
  • Asset Management

Topics Covered Weekend 2:

  • Tax Planning
  • Estate Planning
  • Retirement Planning

Vancouver

Topics Covered Weekend 1:

  • Taxation Planning
  • Small Business Checklist
  • Estate Planning and Trusts
  • Family Law

Topics Covered Weekend 2:

  • Financial Planning Process
  • Code of Ethics
  • Investment Planning and Money Management
  • Insurance, Investment Funds and Segregated Funds
  • Government Pension Plans and Tax Deferral Plans

Toronto Dates:

May 5-6 & 25-27

Vancouver Dates:

May 19-20 & 25-27

Hours:

Toronto 8:30 a.m. - 6:00 p.m.
Vancouver 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
Bob Ransom, BA, CLU, CH.F.C.

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 Seminar

Register Online

Vancouver Seminar

Register Online

Dates for 2012 will be available in late November. For questions please call 416-947-1922 or 800-565-03374.

While we strongly recommend attending all days of this program, a reduction in tuition will be provided of $150 per day deleted.

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.

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.

Through our relationship with Advocis, members are entitled to a 10% discount on this workshop.

Click here to view testimonials

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


"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.