Advancing financial careers since 1987

 

Foran Portfolio Management Techniques Seminar

Foran Course Code: FPMT

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

PMT Content Covered:

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:

July 18-20
September 15-17
November 27-29

Lectures: 8:30 a.m. - 6:00 p.m.

Total Hours of Instruction: 24
Tuition: 795+ HST beginning June 2016


Register Online

Vancouver Dates:

December 1-3

Lectures: 8:00 a.m. - 5:00 p.m.
Total Hours of Instruction: 24 hours
Tuition:  $795 after April 2016

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.

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.

Feel confident heading into the exam – seminar was well worth the money!

Scott Marshall, Edward Jones
May 2017

Ron is very clear and informative on relevant information. Small class – felt very engaged.

Graydon Oldfield, ScotiaMcLeod
May 2017

Thank you so much Ron! I'm very happy I registered for your course. You are an incredible teacher!

Lee Leonard, Scotia McLeod
March 2017

Concise and enjoyable. Gained knowledge, examples and explanations.

Myron Dietrich, Manulife Securities
March 2017

Very informative, helped clarify what the text book was saying. Leaving the seminar I feel prepared to write the exam and more knowledgeable in general. Review and memory tips, also focus on topics of interest for the exam.

Kristin Parker, Natixis Global Asset Management
March 2017

Very helpful. The focus on questions that could be on the exam and the acronyms to help remember concepts.

Gary MacDonald, RBC Dominion Securities
March 2017

Great course to help prep us for our exam. Thanks Ron.

Keeley Simpson, BMO NB Toronto
January 2017

Great value for the time spent reviewing content of PMT. Excellent presenter, Ron you did a great job – no surprise.

Afif Jawad, HollisWealth Edmonton
January 2017

Great work Ron! Awesome seminar. Very helpful.

Will Simpson BMO NB Toronto
January 2017

Great summary of information. I feel very confident about my pending exam.

Brian Walling, HollisWealth Edmonton
January 2017

Ron is always prepared and focuses on the important information to help you pass the exam.

Ed Mah, BMO Nesbitt Burns
August 2016

Good pace and study guide. Well written. Instructor had very clear explanations. I read the book but did not feel like I was absorbing any of the material. The course summarized the main points in the course clearly and concisely.

Kathleen McGowan
February 2015

I passed the PMT exam in mid November so I've completed all the exams for CIM. The classes and especially the quiz books were a great help in enabling me to pass the exams over a short period. I completed all 3 exams in less than 3 months. Please send my appreciation to Ron for his clear explanations, excellent examples for various problems, his great sense of humour and incredible stamina. His techniques for remembering important concepts were very original and certainly of immense help. Thank you!
Penny Petroff, RBC
November 2014
I wanted to say thank you as I just successfully completed my PMT and have now attained my CIM. I managed to complete both courses in just over 2 months. Your seminars and notes were very helpful to aid me in successfully completing the exams. Thanks again.
Peter G. Karalis CFP, CIM, FCSI
Investment Advisor, TD Wealth
March 2014
Ron Foran is a pro’s pro in all aspects. He presented a huge amount of information in a precise, well paced manner. Not only did I pass the exams but I sharpened up my own investment style and knowledge.  It’s a shame he does not have a sense of humor.

Bob Weir, Manulife Securities
P.S. He’s actually very funny but the last thing we need to do is encourage him!
December 2013
Exceptional - the only way to learn this stuff! Good pace - not tired at the end - focused on very key points. Very helpful.
Michael Nott, Dundee Securities Private Client Group
October 2013
Material prepared well, focused on helping us pass the exam. I have never written an industry exam without taking a Foran course. Ron keeps everything moving. Prepares us well for the exam.
E. Mah, BMO Nesbitt Burns,
April 2013
I would not write an exam without taking a Foran Seminar first. Gave me the needed confidence going into the exam.
James Pelmore, Dundee Securities
October 2013
Good amount of time dedicated to the relevant topics. (Instructor) very, very knowledgeable, always with good examples to make material relevant and therefore easy to remember.
Sarah Lawrence, RBCDS,
April, 2013
Amazing – very tailored toward the (course content.) Instructor was excellent – great sense of humour and helpful over the four days; simplified the overly complicated structure of the materials.
Marcia Aberdeen
C.I. Clarington
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, CIM, PFP
BMO Nesbitt Burns
I PASSED (PMT exam) I'm so thrilled, you can't imagine. I wanted to thank you so much for the help you provided. This is the 3rd exam prep course I take with Foran (LLQP, CFP) and I want to tell you that I really don't think I would have succeeded without your help. I've learned so much in your classrooms.

I've also felt that you and your team really care about your students success. I know that for your business to succeed, that makes sense, however, I think it's more than just a business decision. I've felt that you truly have a passion for teaching and seeing us succeed.
Jo-Anne Stang,CFP
TD Waterhouse Private Investment Advice Private Client Services
 PASSED (PMT exam) I'm so thrilled, you can't imagine. I wanted to thank you so much for the help you provided. This is the 3rd exam prep course I take with Foran (LLQP, CFP) and I want to tell you that I really don't think I would have succeeded without your help. I've learned so much in your classrooms.I've also felt that you and your team really care about your students success. I know that for your business to succeed, that makes sense, however, I think it's more than just a business decision. I've felt that you truly have a passion for teaching and seeing us succeed.
Jo-Anne Stang,CFP
TD Waterhouse Private Investment Advice Private Client Services