Foran Financial - oran Canadian Securities Course Exam Two Preparation Seminar

Foran Canadian Securities Course Exam Two Preparation Seminar

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 program and preparing to write Exam Two, Volume Two of the CSC.

Content: This three-day CSC 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.

Toronto Dates:

February 22-24
March 28-30
April 23-25
May 24-26
June 20-22

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

Total Hours of Instruction: 24 hours

Investment: $475 + HST

Combined Volume One & Two Seminars:

$850 + HST for 3 Day CSC1 and 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, 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.)

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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.

Your Instructor

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.

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.

Kristina Simone