Foran Personal Financial Planning Preparation Seminar
Foran Code: FPFP
The Foran Personal Financial Planning Seminar will interest those who are enrolled in the CSI Personal Financial Planning Program and preparing to write the Financial planning I and Financial Planning II exams.
This three day seminar includes: the code of ethics for financial advisors, financial math, investment management, business and family law, the financial planning process, mortgages, insurance, annuities, tax planning, retirement planning, wills and estate planning.
Toronto Dates:
February 21-23
June 25-27
Hours: 8:30 a.m. - 6:00 p.m.
Total Hours of Instruction: 24 hours
Tuition: $475 + HST
Or call (416) 947-1922, for outside GTA call toll free at 1-800-565-0374.
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.
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.