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FFI
Code: FCFP
Why
Take a Foran Financial CFP® Examination Workshop?
- Foran Financial has assisted financial professionals internationally to pass required exams for over 23 years
- Foran CFP® Examination workshop instructors have practical industry experience, in addition to years of teaching experience
- Foran seminars are interactive, exam-focused and significantly reduce a student's study time
- The Foran CFP® Examination Preparation Notes and Quiz Book are included in the tuition. The notes consist of two comprehensive study guides based on the FPSC CFP® Examination Syllabus, and the quiz book contains over 2,000 multiple-choice questions and solutions, and two case studies with detailed solutions.
- Students of Foran Financial are highly impressed with the delivery and the content of the CFP® Examination Workshops:
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Re: Foran CFP® Examination Preparation Workshop June 2009
Instructors: Ron Foran, Doug Planche, Gail Drory, Jeff Newhouse, Toronto
“I attended Foran's 5 Day CFP exam prep course in Toronto this past June to help me prepare for the CFP exam. I wrote it on the "Approved Prior Credentials" program. The course was well organized and the instructors were excellent. I believe that your course played a huge part in my passing the exam and making the CFP President's List. I would strongly recommend that no-one even consider writing CFP without it.”
Dan Burjoski, CLU, CFP
Dundee Insurance Agency Ltd
Re: Foran CFP® Examination Preparation Workshop
Instructors: Ron Foran, Doug Planche, Gail Drory, Jeff Newhouse, Toronto
“I decided to enrol in the Foran CFP prep course because of prior positive experiences with their programs. I found the content both comprehensive and to the point. I benefited greatly from the interactive discussions with the instructors. I found the instructors very well prepared, very knowledgeable in their field, and very helpful in understanding both the breadth and depth of the material. I placed 2nd in the country on the June 2008 exam and I am fully confident that I would not have achieved this result without taking the Foran course and I would recommend it to anybody.”
Rajeev Kudsia, BSc (Hons)
Manulife Securities
Re: Foran CFP® Examination Preparation Workshop November 2009
Instructors: Ron Foran, Doug Planche, Gail Drory, Jeff Newhouse, Toronto
“The Foran Financial CFP prep course was essential for my successful completion of the CFP designation [President’s List November 2009 examination]. The sessions covering tax, estates, and trusts were worth the price of admission alone. For anyone attempting CFP, I would highly recommend you enroll in this program.”
Neil Carroll, B.Sc, CFP
Frank Carroll Financial
Re: Foran Case Study Seminar for CFP® Examination Candidates November 2009
Instructors: Doug Planche, Bob Ransom, Toronto
“The Foran Case Study Seminar instilled confidence in me to master the most feared portion of the CFP exam. By attending this workshop, not only did I pass the November 2009 examination on my first attempt, but I also qualified to be on the President’s List. The instructors at Foran are truly exceptional in the area of financial planning and offer a plethora of experience to the students who attend.”
Timothy Szeto, BASc (Hons), CFP
Investors Group Financial Services
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Click here
for more Foran CFP® Examination
Workshop testimonials
Foran CFP™
Examination Preparation 5-day Workshop
This workshop will appeal to individuals who require assistance in preparing for the CFP® Examination administered by Financial Planning Standards Council (FPSC). This 5-day program focuses on the topics outlined on FPSC's CFP® Competency Profile and stresses the application of this knowledge. Key topics of the course curriculum will be thoroughly reviewed over the 5-day program.
Topics Covered:
- Fundamental Financial Planning Practices
- Financial Management
- Asset Management
- Risk Management
- Tax Planning
- Retirement Planning
- Estate Planning
Registrations for courses to be held in July, 2010 and beyond will be subject to HST (13% in Ontario)
Dates:
Toronto:
October 13-17
October 20-24
October 27-31
Vancouver:
October 25-29
Hours:
Toronto 8:30 a.m. - 6:00 p.m.
Vancouver 8:00 a.m. - 5:00 p.m.
Toronto Instructors:
Ron
Foran, CFA, CFP, FCSI
Doug
Planche, CFP, CLU, CH.F.C., F.L.M.I.
Gail
Drory, MA, MBA, CA
Jeffrey Newhouse B.Comm, M.Tax, C.A.
Vancouver Instructor:
Steve
Buckles, CFP, CIM, BBA
Investment: $1300 + Shipping + HST
(This includes the Foran CFP® Examination Preparation Notes and Quiz Book)
Foran CFP® books are shipped by courier only
While we strongly recommend attending all days of
this program, a reduction in tuition will be provided of $150 per day
deleted.
Students of the Foran 5-day Exam Preparation Workshop
for CFP® Examination Candidates can attend the Foran
Case Study Seminar for the CFP™ Examination for $125 - a savings
of $150.00.
Total CE Credits Earned: 40 
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.
Through our relationship with Advocis, members are entitled to a 10%
discount on this workshop.
Click
here to view testimonials
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