Advancing financial careers since 1987

 

Foran Mutual Funds Exam Preparation Seminar

Foran Class Code: FIFC

Foran's Mutual Funds seminar will support those preparing to write their Mutual Funds exam. (Based on courses administered by the Investment Funds Institute of Canada, and the Canadian Securities Institute.)

This two-day seminar will appeal to individuals who wish to obtain a thorough understanding of the mutual funds materials.

Content: The seminar covers investment terminology, financial statement analysis, economics and various types of securities. It also covers: setting up a mutual fund; varying investment objectives of funds; types of plans; taxation matters; insurance products; regulatory matters and ethics.

Toronto Dates:

February 25-26
March 24-25
April 21-22
June 16-17

Lectures: 8:30 a.m. - 5:30 p.m.
Total Hours of Instruction: 16 hours
Tuition: $345 + HST

Register Online

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.

To register for seminars please call (416) 947-1922, for outside GTA call toll free at 1-800-565-0374 (our online secure registration site is currently under construction.)

Foran Financial Institute is an independent supplier of educational services. Its exam preparation courses are not sponsored by the Investment Funds Institute of Canada or any other industry organization.

Your   Instructor

Doug Planche CFP, CLU, CH.F.C., F.L.M.I.
As Senior Vice President of Foran Financial Institute, Doug Doug instructs several seminars offered by Foran including the Life License Qualification (LLQP) support seminars, the mutual funds licensing support seminar, and a support seminar based on the Officers, Partners' and Directors course and Branch Managers' course, required for mutual funds registration. Prior to joining Foran Financial Institute, Mr. Planche worked in the insurance industry for 26 years and specialized in sales, management and training.