Advancing financial careers since 1987

 

Foran Portfolio Management Techniques Seminar

Foran Course Code: FPMT

This two-day Foran portfolio management seminar will be of interest to those preparing to write the Portfolio Management Techniques exams administered by the CSI.

Content includes: portfolio theory; ethics and portfolio management; the institutional management firm and institutional investors; front, middle and back offices; equity and fixed-income portfolios; derivatives and mutual funds; portfolio mandates; alternative investments; reporting and performance attribution.

Toronto Dates:

March 10-11
May 3-4

Lectures: 8:30 a.m. - 6:00 p.m.
Total Hours of Instruction: 16 hours
Tuition: $595 + HST

Register Online

Or call (416) 947-1922, for outside GTA call toll free at 1-800-565-0374.

Continuing Education Credits: 16

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.

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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.

I passed both the IMT course and the PMT course thanks in large part to attending Foran's preparation seminars. (The instructor) focused on key concepts, terms and formulae and demonstrated a real mastery of the material. One of the most professional instructors that I have ever had. I would recommend his seminars to anyone.
- George Koidis