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FFI Course Code: CFPW
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® Competency Profile, 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 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
Re: Foran CFP® Examination Preparation Workshop
Instructors: Doug Planche, Ron Foran, Gail Drory, Bob Ransom, Toronto
"I
just learned that, I not only passed, but also made the President's
List too (apparently top 5 marks of 918 who wrote and 481 who
passed)! I am absolutely certain that my result is due solely
to the excellent instruction, materials and format of your course.
Please accept my sincerest gratitude and pass my appreciation
on to all the instructors."
Scott
A Brown, B. Admin (Hons)
Financial Advisor
Assante Financial Management Ltd.
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Click here
for more Foran CFP® Examination
Workshop testimonials
The weekend workshop program will appeal to individuals who require assistance in preparing for the CFP® Examination administered by Financial Planning Standards Council (FPSC).
This two-weekend workshop (over 5 days) expands on the concepts covered in the FPSC CFP® Competency Profile and stresses application of this knowledge. Key topics of the course curriculum will be thoroughly reviewed over the 5-day program.
TORONTO:
Weekend 1:
Risk Management
Fundamental Financial Planning Practices
Financial Managments
Asset Management
Weekend 2:
Tax Planning
Estate Planning
Retirement Planning
VANCOUVER:
Weekend 1:
Taxation Planning
Small Business Checklist
Estate Planning and Trusts
Family Law
Weekend 2:
Financial Planning Process
Code of Ethics
Investment Planning and Money Management
Insurance, Investment Funds and Segregated Funds
Government Pension Plans and Tax Deferral Plans
Registrations for courses to be held in July, 2010 and beyond will be subject to HST (13% in Ontario)
Dates:
Toronto:
October 2-3 & October 29-31
Vancouver:
October 16-17 and October 22-24
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
Bob
Ransom, BA, CLU, CH.F.C.
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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