Foran Canadian Securities Course Exam Preparation Seminar For CSC® course Volume Two
Foran Class Code: FCSP-2
This three-day Foran Canadian Securities Course seminar will be of interest to individuals who are registered in the Canadian Securities Course and preparing to write CSC Exam Two, Volume Two.
CSC Volume 2 Content Covered:
This three-day CSC course Volume 2 program covers: fundamental and technical investment analysis; company analysis; introduction to the portfolio approach and management processes; portfolio analysis; the evolution of managed and structured products; types and features of mutual funds and their structure and regulation; segregated funds and other insurance products; hedge funds, exchange listed and managed products; fee-based accounts and structured products; Canadian taxation and client relationships, working with retail clients and working with the institutional client.
Lectures: 8:30 a.m. to 6:00 p.m.
Total Hours of Instruction: 24 hours
Investment: $695 + HST
Combined Volume One & Two Seminars:
$1290 + HST for 3 Day CSC1 and 3 Day CSC2
Continuing Education Credits: 24
Note on Foran Continuing Education (CE) Credits:
Foran Financial Institute issues CE Credits for all of its licensing seminars. However, with the exception of the Financial Planning Standards Council approved CFP credits noted above, 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.)
Student Feedback on Foran Securities Seminars
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.
Ron Foran, CFA, CFP, CLU, FCSI
As President of Foran Financial Institute, Ron has been teaching Foran’s Canadian securities exam preparation seminars for over 24 years. Since it’s inception in 1987, Foran Financial Institute has helped over 150,000 financial professionals pass licensing exams. Prior to setting up Foran Financial, Ron was a Senior Investment Advisor with Wood Gundy Inc., and Merrill Lynch Canada Inc.
If you are serious about not just passing the exam but genuinely understanding the material of this course, then you will not be disappointed!! This seminar brings the textbook learning to another level. I would highly recommend taking it to everyone. The tools make remembering and calculations so much simpler.
CSC1 June 2017
Extremely helpful. Cleaned up many questions, made it easier to remember key points.
Jen Pragnell, TD
CSC1 June 2017
Ron helped me with the CSC1 as he explains it clearly and in terms that are easy to understand. Once again made me feel more confident about taking my exam.
Jennifer Sutton, TD Wealth, St. Catharines
CSC2, June 2017
All the information puts the CSC1 puzzle together. Thank you.
Ashley McGraa, CIBC Wood Gundy
CSC1 April 2017
Ron has a great sense of humor. He is tremendously knowledgeable, a great presenter and very concise.
Jim Greenwood, IPC
CSC2 January 2017
Very thorough; lots of material covered but it an accessible way. Great memory techniques provided and reviewing previous day’s material is incredibly helpful. Ron is as knowledgeable as ever! I appreciate that he has years of experience to call on , but that he also keeps up to date on the industry. The text is beyond dry and hard to retain; the Foran program makes it possible to retain the info and actually understand it!
Victoria Lysnes, Canaccord Genuity
CSC2 January 2017
Very well done and clearly explained. Highlights the important issues and skips over all the noise in the book.
Steve Meehan, Bellwether Investment Management
CSC2 March 2017
Great content. Enjoyable learning process. Breaks things down into simple understandable concepts.
Steve Meehan, EWA Capital Partners
CSC 1 April 2017
Loved it! I feel so much more confident after taking the course. Ron is excellent at explaining the course.
Jennifer Sutton, TD Wealth
CSC 1 April 2017
Very efficient and straight to the point.
CSC2 March 2017
The seminar covered a lot of the required subject matter and emphasised those areas most likely to be featured on the exam. It is very intense and jam packed for the volume of information covered in only 3 days. Ron was an excellent instructor and made the material really accessible and easy to understand.
Victoria Lysnes, Canaccord Genuity
CSC1 December 2016
All I can say is thank you! When I pass this course it will be because I came here to understand this material. You translated this course into a language I could understand.
Ginette Trudel, IPC Investment Corporation
Mr. Foran is a great instructor. Very knowledgeable and I like how he adds jokes to make some sessions interesting. Very patient and focused.
Arlene Phillips, Investment Planning Counsel
So invaluable, should have signed up long ago. (The instructor) made it clear, concise, easy to understand. Loved his sense of humor. Loved the handouts, a great overview.
Teresa Varey, RBC DS
CSC2 October 2016
I can’t imagine writing an investment exam without taking the Foran Seminar first! Ron was made to teach, guess that’s why he’s still doing it.
Amanda Faber, Scotia McLeod
CSC2 September 2016
Both instructors were great. I would recommend this course to anyone looking forward to the Volume 2. The content was simplified and easy to grasp. The instructors were very knowledgeable.
Michael Sagoe, Cerco Canada
CSC1 March 2015
Thank you so much to Gary and Ron. I learned more here than in a full semester at my university. Fantastic! Very clear and articulate. They’re amazing teachers who take the time to explain well and clearly.
Claudia Bellai-Brisebois, RBC DS Ottawa
CSC1 January 2015
I wrote my exam on on December 22, and passed. Words cannot express how relieved I am. I know this would not be possible without your help. Ron put the information into plain English and makes it relatable. In my opinion, Foran Financial needs to be deemed an essential service. See you in 2015.
C SC2 November 2014
I wrote the CSC (exams) after taking the (Foran preparation seminars) and received an overall average of 81.5%. The Foran course was extremely helpful. Going back into study mode for a course when you have been out of that mode for some time is difficult and the Foran course provides the structure to help learn the material … I am quite satisfied with the Foran course and the results I obtained.
Doug Lawson, CPA, CMA, Matheis Financial Group
Excellent! Brought clarity to all chapters. Helped to simplify calculations and provided great mnemonics to jog the memory. Both Ron (Foran) and Gary (Gallant) are extremely knowledgeable about their subject. Comprehensive and really covered the tough topics.
Ian Burns, The Pension Specialists, February 2014
I wanted to let you know that I have successfully passed the CSC1 & 2 exams. Your program was the key and I cannot more highly recommend these two seminars as an excellent way to prepare to write. Your seminars were the difference between costly multiple re-writes and passing the first time. I am already planning for WME next year and have already made the decision to sign up for your prep seminar before I write.
Stephen D. Palmer, Investment & Insurance Advisor, Holliswealth, October 2013
Thank you again for all your help and support.Absolutely a huge help. Breaks down complicated terms and subject matter into simple terminology. Very knowledgeable instructor, who really emphasized the parts of the material that may seem difficult and took the time necessary to help us fully understand. This course gets to the meat of the program and the techniques help you remember what was learned.
Joshua Bowden, Associate, TD, July 2013
The text book material is summarized into the best course handout material I’ve ever received. The many acronyms given made remembering steps in a process or multiple items extremely easy. Ron is a natural presenter and extremely knowledgeable. You’ll enjoy the humor and see that he really enjoys teaching. I passed both CSC1 and CSC2 on first attempt with no prior formal training or experience in the field.
Dan Mano, June 2013 (retired early)
I wrote the CSC part 2 April 30th and received a 79%, I wrote part 1 two weeks earlier after taking you part 1 and received 84% for an overall average of 81.5%. I found the Part 2 exam more difficult than the part 1 exam with many more questions that seemed to “spilt hairs” in determining the most right answer.
The Foran course was extremely helpful. Going back into study mode for a course when you have been out of that mode for some time is difficult and the Foran course provides the structure to help learn the material. As Ron states I still needed to read all of the CSC material and in fact there seemed to be many more planning type questions on the exam than I anticipated. I focused a little too much on the various formulas covered in the 3 day course.
I am quite satisfied with the Foran course and the results I obtained.
Doug Lawson, IPC
I took the test on Friday - and I passed!!! I believe that the Foran course really helped me to succeed. I had absolutely NO experience with anything in the financial sector - I mean NONE. I've never even had a mortgage and my eyes glazed over when listening to the financial news.
I started reading the CSC book 4 weeks ago and found it a bit intimidating. The course really helped to clarify things and gave me some great study tips. I am hoping to take the second part of the test very soon. I am excited and motivated and very interested in the material. Thanks so much!
I wrote my exam on Friday as planned, and passed! Thank you so much for all your help and I know I wouldn't have been successful without your seminar! Your 3 day seminar taught me more in the 3 days than studying those books for 4 months!
Aaron Jardine, MD Management Limited
I am so thankful that I came across Foran Financial in such perfect timing. Please pass on my sincere thank you to Ron. Every minute of the classroom instruction and of course the workbook was very helpful and most beneficial for both CSC exams. The examples used in the classroom, (I still recall the green sheet example – it was on my first exam) – tremendously helped me to understand and brought clarity and confidence at exam time.
Rita Popovics, ATB Investor Services
I took the CSC 2 seminar back in September. I wrote the exam in early October and passed with a mark of 80%. I just wanted to say a HUGE thank you to Ron for all of his help. I have no previous background studies in the industry, and I truly feel that the seminars lead me to achieve an 83% in the CSC. Thanks so much and I am sure I will be taking more seminars with you guys in my future endevours.