Corporate Training

For over 20 years, Foran Financial Institute (FFI) has helped organizations and individuals to achieve their goals through continuing education in the workplace. Foran offers public seminars in Toronto and Vancouver and conducts private seminars for corporations on a contract basis.

Corporate training is especially useful for companies with several staff members preparing to challenge an exam. Using our group of experienced instructors and our extensive database of proprietary course materials, Foran Financial can design a custom program to address your firm's specific needs.

Benefits of Corporate Training:

• Foran has the experience and knowledge to prepare people to pass their exams.
• Convenient and useful way to prepare your staff to challenge an exam, or learn skills that can increase their ability to conduct successful business for the corporation.
• Increase the knowledge and ability of your staff to provide their clients with current information on new products and services, making your corporation more competitive, and more attractive to prospective customers.
• Onsite corporate training reduces travel and accommodation expenses for employees.
• Employees will be more comfortable learning in their familiar office environment, along with their colleagues.

Seminars Available for Corporate Training:

All Foran Financial seminars are available for Corporate Training.

Rates and Scheduling:

For more information on Corporate Training rates and instructor availability, please phone Krista Smart at 1-800-565-0374, ext. 226.

Corporate Training and Customized Programs by Foran Financial Institute

• Designed and delivered a LLQP Accident & Sickness Exam Preparation Seminar for RBC Travel Insurance (2004)
• Provided Partners, Directors and Senior Officers training for Canaccord Capital Corporation in Calgary (2004)
• Trained RBC Action Direct advisors for their Derivatives and Options Licensing Exams (2004)
• Conducted Life Insurance Level II training for HSBC advisors in Vancouver and Toronto (2004)
• Provided training for CIBC Wood Gundy adivsors in LLQP and Life Insurance Level II (2004)
• Developed an Insurance Training Course for TD Waterhouse Financial Planners which is delivered across Canada (2001-2004)
  
• Trained State Farm Agents to achieve their mutual fund license (2000-2003)
  
• Conducted Partners’, Directors’ seminars on-site for companies such as National Bank Financial Corp, Merrill Lynch and HSBC (2003)
  
• Providing Life Insurance Level II training for CIBC Woody Gundy Investment Advisors across the country (2002-2003)
  
• Trained established RBC Dominion Securities Investment Advisors to
  chieve their CIM designations (2002)
  
• Conducted Life Insurance Level I licensing and Life Insurance Level II training for Yorkton Securities Investment Advisors in Vancouver and Alberta (2002)
  
• Trained IPC Advisors to pass the Life Insurance Level II examination (2002)
  
• Delivered a customized New Entrants seminar for US Morgan Stanley equity traders (2002)
  
• Provided customized Life Insurance Level I training for ARK e-Tail Representatives (2002)
  
• Designed case studies and training for HSBC Securities New Advisor training program (2002)
  
• Trained State Farm Agents to achieve their mutual fund license (2000-2002)
  
• Developed an Insurance Training Course for TD Canada Trust Financial Planners and delivered across the country (2001-2002)
  
• Developed and taught CFA Level II Train-The-Trainer program for the New York Institute of Finance based on Foran CFA Study Notes and lecture materials (2001-2002)
  
• Conducted Canadian Securities Seminar for Investors Group Advisors (2001)
  
• Provided CIBC Wood Gundy Investment Advisors' Life Insurance Level I licensing training (2001-2002)
  
• Conducted Investment Funds Seminar for Co-Operators Agents (2001)
  
• Designed a 90-day Investment Advisor Training program for HSBC Securities (1999/2000)
  
• Trained Edward Jones Investment Advisors on Professional Financial Planning (1999/2000)
  
• Conducted Investment Management Seminar for TD Evergreen (1999)
  
• Trained approximately 400 life agents at Clarica to pass the IFIC Mutual Funds Exam (1999)
  
• Conducted Investment Funds Seminar for Canada Life Agents (1999).
  
• Provided training services and materials to CIBC Wood Gundy Inc. in respect to insurance and financial planning courses
  
• Provided Train-The-Trainer sessions on mutual funds to Surrey Metro Savings (1998)
  
• Obtained strategic alliance with Investors' Group as educator on securities courses to their employees (since 1997)
  
• Conducted training sessions on financial markets for Mackenzie Financial (1998)
  
• Obtained contract to supply Primerica with educational materials in respect to required regulatory courses on insurance (since 1997)
  
• Conducted financial education seminars to Manulife Pension salespeople (1997)
  
• Developed case studies for Nesbitt Burns Executive Training Program (1996 / 97)
  
• Provided mutual funds Branch Manager Training Seminars for the Institute of Canadian Bankers across British Columbia (1996)
  
• Presented mutual funds training across Canada for Manulife Financial (1995 / 96)
  
• Provided mutual fund training and product knowledge training for Standard Life across Canada (since 1994)
  
• Developed securities education program for the Crocus Investment Fund, a Manitoba based labour sponsored venture capital fund (since 1992)
  
• Provided comprehensive mutual funds training program for the Credit Union System across Canada (1992 / 93)
  
• Provided public seminars on mutual funds sponsored by the Toronto Stock Exchange and the Investment Funds Institute of Canada (1991 / 92)
  
• Provided mutual funds training and update seminars across Canada for the Institute of Canadian Bankers (since 1991)
  
• Cosponsored Bay Street Meets Wall Street conference with the New York Institute of Finance (1990)
  
• Provided regulatory and compliance advice for the Bank of Montreal. In addition FFI designed and developed a mutual funds course for the Bank, which was delivered to over 1000 employees (1987 / 88)