Advancing financial careers since 1987


Investment Management

Need help preparing for IMT  and PMT exams?
Foran offers two seminars for those pursuing a CIM and Portfolio Manager designation.

Register for seminars online or by calling (416) 947-1922, for outside GTA call toll free at 1-800-565-0374

PDF of Foran Seminar dates July to December 2018.
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Foran Financial Institute is an independent supplier of educational services. Its exam preparation courses are not sponsored by the Investment Funds Institute of Canada, the Institute of Canadian Bankers, or any other industry organization.

 PDF of Foran Class Calendar January to June 2018


Keeps the complex very manageable. The short cut formulas are great. Process is excellent for a diverse knowledge group. Exam preparation notes are great. I feel well prepared for the IMT (exam) now. Thanks Ron.

Scott McElligott, Connor Clark & Lunn Private Capital
June 2017, IMT

Ron, really well done. I’m sure you’ll see me again for additional requirements.

Gary W. Gorham, RBC Dominion Securities, London
June 2017, PMT

Very well suited to experienced industry professionals – topical, easy to relate to content but concepts clearly explained and illustrated. Instructor was concise, clear and obviously experienced – knows the purpose of this exam for most of us taking the course. Focus on material needed for testing success, rather than the entire body of material.

Paul Harrison, National Bank Financial, Calgary
November 2016 IMT

I find that Ron’s approach to learning is quite practical for servicing my client’s needs.  Consider any program that you enrol in at Foran as a direct investment in your business.

James M. DiCenzo, Investment Advisor, IA Securities
November 2016, PMT