Foran Wealth Management Essentials® (WME) Seminar
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Foran Course Code: WME
This Foran WME® seminar will interest those who would like a better understanding of the CSI Wealth Management Essentials™ course materials and those preparing for exams one and two.
Why attend this Foran Seminar?
The purpose of this five day seminar is to help you obtain a better understanding of the Wealth Management Essentials® course materials. Along with your personal home study, this seminar will help you prepare to challenge both WME exams.
WME Content Covered:
This WME® five day seminar covers investment management essentials including: modern portfolio theory; investing in debt securities, equity securities and managed products (mutual funds, ETFs, hedge funds, etc); and portfolio monitoring and performance evaluation.
This seminar also focuses on financial planning essentials including: insurance planning; taxation planning; retirement planning; and estate planning. The seminar also covers key areas in wealth management including: wealth management today; ethics and wealth management; understanding the client; budget and savings/planning; family law; and financial math.
What to Expect:
The five-day session will include lectures on all key areas in the course. This seminar is provided by instructors with years of practical experience and teaching experience. Over the 5 day seminar the participant will be provided with a participant guide which includes over 400 presentation slides, along with quiz questions, a sample case study, and several handouts.
Lectures: 8:30 am – 6:00 pm
Foran Financial Institute
110 Yonge St, Suite 501
Toronto, ON M5C 1T6
Total Hours of Instruction: 40 hours
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.
Tuition: $1200 + HST
Lectures: 8:30 am – 6:00 pm
Foran Financial Institute
110 Yonge St, Suite 501
Toronto, ON M5C 1T6 Total Hours of Instruction: 40 hours
Student Feedback on Foran WME Seminars
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In an industry and time where professional expectations from our clients and industry regulators are quite demanding, I feel that the courses offered by Foran are invaluable. We have so little time to study and absorb the course material on our own. The classroom setting allows the student to devote their time to the course material.
The WME seminar provided the material in a manner which allowed me to determine what information was relevant in achieving a successful result in the exam. Both Ron and Gerry provide valuable insights. I enjoyed the five days we spent in the classroom. Please extend my appreciation and thanks to Ron and Gerry for both myself and Kelly.
Roger Quirion, Quirion Financial Services
Ron and Gerry did an excellent job as a team providing realistic exam questions/scenarios. After visiting FORAN more than three times, I’ve passed every exam on the first attempt. Thanks again for all your help!
Stephen Smyrnios, BMO Nesbitt Burns
Ron and Gerry were very informative, precise and broke down difficult to grasp concepts clearly and more efficiently. Thank you for clarifying so much.
Joel Kitchen, ScotiaMcLeod
Excellent. Gerry and Ron take the WME and dissect it, so that it is easier to prepare for the exam.
Jose Flores, Vancouver
The WME course that I attended on Mar13-17 was fantastic. I’m happy to update that I have passed the exams and successfully completed the course.
Thanks for all your help!
Brendan Colafranceschi, Investment Advisor, Mapledene Financial group
Hi Ron and Gerry,
I wanted to let you know that I successfully completed both of the WME the last of January. Thank you very much for helping me achieve success!
Susie Taylor, Financial Advisor, Assante Capital Management Ltd.
Dear Ron and Gerry,
Thank you for sharing your knowledge and especially for dissecting and translating the wealth management course in practical and easy to learn portions. I have successfully passed both exams on the first attempt! All the best,
Tania Garcia B.Soc.Sc
Investment Associate, National Bank Financial
Very good seminar. Good instructors, very knowledgeable, answered all my questions helpfully and with real world examples. Learning the financial math here is much better than through the course text which can be confusing. Also the practice questions were very helpful.
I was in the Foran class last week and I just wanted to give you an update on my exam progress. Even though I did very well on exam #1, I could not seem to crack the case study exam so my boss sent me to Foran. After last week I left feeling overwhelmed as it was a lot of information.
I had booked exam #2 for Monday and was a little concerned I was not ready still but I could not cancel. I got my mark back today and I finally passed and I realized as I looked back it was mainly because my comprehension of taxation and the business structures and types of pension plans was much clearer due to how you explained it.
My feedback for others would be the fact the second exam seems to focus on the very minor points of topics. But the extra knowledge you gave I think was the difference . I also had a better grasp of financial math.
Thank you for your help. I can now breathe again knowing its finally done.
Wendy Davenport, Financial Planner
The seminar was informative and well worth it! The instructors were knowledgeable, on time, well prepared and great at helping everyone in the class understand the material. Ron is a fantastic teacher. Despite there being so much material, we got through a lot.
National Bank Financial, Regina
Just got my WME scores and I passed both exams! I’m beyond happy and relieved!
I’ve taken the CSC1, CSC2, CPH and WME with Foran before attempting any of the exams, and I have passed each exam on the first try! The classroom experience helps me a lot, especially when it comes to the math involved.
Thank you Ron & Doug!
Iain A. Thomson and Associates Inc., Waterloo
These were excellent seminars! Both (CPH and WME) allowed me to properly prepare for the exams, and I am so Grateful for the instructors knowledge that was shared with us. Both instructors ran a great learning day. They were very informative and patient. Their learning tools proved very useful! The seminars took so much information and compressed it down to manageable amounts. Very efficient.
Carla Dos Santos, Point B Financial, Holliswealth
Just a quick note to let you know that I passed the case studies (Exam 2) of the WME also.
Could not have done it without Foran. Passed both exams first time after attending the Foran class.
Ruth Parsons, TD Waterhouse, Halifax
I am writing to let you know that I have successfully completed both exams on my first try and have now passed the course! I really enjoyed the seminar and plan on attending other seminars in the future!
Please extend my thanks to Doug and especially Ron who really understood the way I learn and made the math portion of the class seem much less intimidating! I found it very helpful the way that Ron used very clear and relevant examples to help illustrate what he was teaching, and looking at the material from a different perspective at times to make things simpler to understand.
You create a very welcoming environment and I had no hesitation to ask any questions and I had many.
Thanks again so much! I will be recommending you to everyone in the business!
Michelle Cook, Investment Associate, National Bank Financial, Ottawa