Comments from Students Who Wrote the November 2020 CFP® Examination:

“I was extremely satisfied with the FORAN package. Over the last ten years I’ve had the opportunity to go through various providers (CSI, CFA, Passmax, etc.), and I found that the FORAN materials was put together with a nice flow and it helped me pass the CFP. I will continue to keep it on my bookshelf to reference information in the future”. – Sameir Ibrahim

“I just wanted to thank you for the study materials that enabled me to pass the CFP exam. Was organized perfectly and the practice tests were super helpful”. – Lilian Stupnyckyi

Order the Self Study Package

CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP Flame logo® are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). FP Canada is the marks licensing authority for the CFP Marks in Canada, through agreement with FPSB. Foran Financial Institute is an independent supplier of educational services. Foran examination preparation courses are not sponsored by any industry organization.

Foran CFP® Examination Preparation Self Study Program

Version 2024-V1 The current material is being updated and should be available for shipping July 30, 2024. It will be beneficial for anyone writing in October 2024 or February 2025.

This self study program organizes and integrates the “CFP® Body of Knowledge” into a comprehensive exam preparation program

The Foran materials consist of two binders:

1) The “Foran CFP® Examination Presentation Notes and Case Studies (2024-v1)” Binder – green cover.

This binder contains presentation notes and case studies used in the “Foran CFP® Examination Preparation workshop in Toronto.

The notes cover key content from the six areas of financial planning.  There are also several case studies based on specific areas of financial planning, two comprehensive financial planning case studies, and a section on exam preparation and exam writing strategies.

2) The “Foran CFP® Examination Preparation Review Notes and Quizzes (2024-v1)” Binder – yellow cover.

This binder contains review notes and review questions and answers based on key information that you are expected to know for the CFP examination in respect to:  financial management; investment planning; insurance and risk management; tax planning; retirement planning; and estate planning and legal aspects.  The quiz questions and detailed answers are an excellent tool to test you on your comprehension of the “CFP Body of Knowledge.

This Self Study package will include the two binders as outlined above plus a guide for maximizing your study time.

The cost is $595 plus shipping and tax. All sales final.

Note: As this is a Self-Study Package, questions about the content will NOT be accepted.

The Self Study package has been updated for each exam cycle.

Version (V2024-v1) The current material is being updated and should be available for shipping July 30, 2024.

Orders are only accepted through the website using the link below and the orders will be processed and shipped in the order received.

This product is only shipped by courier so please include a shipping address where someone will be available to sign for the package.

  • Shipping addresses with a Unit number for a Condominium or Apartment will not be shipped unless a direction to leave with a concierge or security desk is included.
  • For individual residences, please include permission to leave the package at the door without a signature (and at your risk).

Order the Self Study Package