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CFP® Examination Preparation Products:

Foran FPSC Level 1 Examination Preparation Notes & Quiz Book

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Foran FPSC Level 1™ Examination Preparation Notes & Quiz Books

Summary: These comprehensive notes cover material stated in the FPSC® Level 1 syllabus set out by the Financial Planners Standard Council (FPSC). These notes explain important concepts in simplified terms with numerous examples and covers key terminology. Memory aids are provided in the notes to make recall easier for students.

BOOK ONE:  Financial Planning Examination Level 1 Preparation Notes

Topics covered include:
Financial Planning / Insurance
Taxation / Money Management / Sundry Topics
Estate Planning / Trusts / Family Law

BOOK TWO: Financial Planning Examination Level 1  Preparation Notes

Topics covered include:  Mathematics of Investments / Investments

BOOK THREE: Foran Financial Planning Quiz and Answer Book for FPSC Level 1 Candidates

Topics covered include:
Financial Planning / Insurance
Taxation / Money Management / Sundry Topics
Estate Planning / Trusts / Family Law

BOOK  FOUR: Foran Financial Planning Quiz and Answer Book for FPSC Level 1 Candidates

Topics covered include: Mathematics of Investments / Investments

BOOK ONE: There are three major sections that are covered in Books One.

Section One: Financial Planning/ Insurance

  • Chapter 1 Role of a Financial Planner
  • Chapter 2 What a CFP® Licensee Needs to Know
  • Chapter 3 Risk Management/Insurance
  • Chapter 4 Investment Funds
  • Chapter 5 Retirement Planning and Tax Deferral Plans
  • Chapter 6 Business Law

Section Two: Taxation/Money Management

  • Chapter 1 Principles of Tax Planning
  • Chapter 2 Taxable Entities
  • Chapter 3 Calculation of Income and Taxable Income
  • Chapter 4 Disposition of Property
  • Chapter 5 Corporations
  • Chapter 6 Tax Strategies
  • Chapter 7 Money Management

Section 3: Estate Planning / Trusts / Family Law

  • Chapter 1 Estate Planning
  • Chapter 2 Trusts
  • Chapter 3 Family Law
  • Appendix: US Estate Tax

BOOK TWO: There are ten chapters covered in Book Two.

Investments

  • Chapter 1 Mathematics of Investments
  • Chapter 2 Overview of Financial Industry and Financial Institution Regulations
  • Chapter 3 Economics
  • Chapter 4 Fixed-Income Securities
  • Chapter 6 Alternative Investments
  • Chapter 7 Derivative Securities
  • Chapter 8 Mutual Funds and Segregated Funds
  • Chapter 9 Financial Statements and Ratios
  • Chapter 10 Portfolio Management

BOOKS THREE AND FOUR: Foran Financial Planning Quiz & Answer Books for FPSC Level 1 Candidates.

Books Three and Four consist of quiz questions and answers developed by Foran Financial Institute.

The purpose of the Foran FPE1 preparation notes (Books One and Two) is to present complex material in an understandable and useful manner. Having read our notes you are in a position to challenge the Foran quiz questions found in the Foran FPE1 Quiz & Answer Books (Books Three and Four).

I am extremely happy to have passed the CFP exam on my first try and I couldn't have done it without the materials I purchased from Foran. The notes were relevant, concise and easy to remember. I found the test questions and case studies most helpful. Not only did it give me great practice for the exam, it also taught me to think and apply my knowledge. I would definitely recommend Foran materials for anyone who is serious about the CFP exam and the financial planning profession.

Ana Popovic, Ontario

BOOK ONE & BOOK TWO

Investment: $300 plus shipping and handling. HST will be applied to all orders shipped within Canada.
These books have been updated for 2017.
Order Online  

BOOKS  THREE AND FOUR:
Foran Financial Planning Quiz & Answer Books for FPSC Level 1 Candidates.
Book Three and Four consist of quiz questions, answers, and case studies developed by Foran Financial Institute.

Investment: $200 plus shipping and handling. HST will be applied to all orders shipped within Canada.
These books have been updated for 2017. Please include a business shipping address as a signature will be required on delivery.
Order Online

COMPLETE SET:

Investment: $425 plus shipping and handling. HST will be applied to all orders shipped within Canada.
These books have been updated for 2017. Please include a business shipping address as a signature will be required on delivery.
Order Online
The Foran Financial Books for FPSC Level1 Candidates can als be purchased by phoning 1-800-565-0374.

Foran Case Study Challenge for FPSC1 and CFP Candidates

The Foran Case Study Challenge for the FPSC Level 1® Examination and the CFP® Examination candidates is designed to help you prepare for the case studies on your exams.
The Foran Case Study Challenge consists of 23 case studies and 375 questions.
The case studies will test you on your ability to apply your knowledge to specific scenarios. The cases will test you on the Examination curriculum including: tax planning; estate planning and legal aspects; insurance and risk management; investment planning; retirement planning and financial management.

Each case study has a theme. One case study might focus on taxation planning, while another might focus on investment planning or risk management. The Foran case studies provide ample questions pertaining to taxation, investments, risk management (insurance), retirement planning and estate planning, along with the other areas in the curriculum. Solutions and rationales are provided.

For each case study we recommend that you quickly peruse the material in the case study including headings, the net worth statement and the cash flow estimate. Then read the questions to determine what the focus is: taxation; insurance; investments; estate planning; etc. Then read the case seeking the specific information to answer the questions.
Investment: $175.00 plus shipping and handling. HST will be applied to all orders shipped within Canada. Please include a business shipping address as a signature will be required on delivery.
Order Online

The Foran Financial Planning study materials may also be purchased by phoning 416-947-1922 or 1-800-565-0374.

All Level 1 and CFP products are final sale.

FFI is not associated with the Financial Planners Standards Council (FPSC). FPSC is not sponsoring or recommending FFI study materials.