FPSC Level 1®

Foran 5-day Workshop for FPSC Level 1 Examination Candidates

Foran Class Code: FCFP1

This 5-day workshop will help those preparing for the FPSC Level 1 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.

The seminar brochure (PDF) is currently being updated.

Topics Covered:

  • Fundamental Financial Planning Practices
  • Financial Management
  • Asset Management
  • Risk Management
  • Tax Planning
  • Retirement Planning
  • Estate Planning

Toronto Dates:

November 12-16
Hours: 8:30 a.m. – 6:00 p.m.

Vancouver Dates:

November 13-17

Hours: 8:00 a.m. – 5:00 p.m.

Toronto Instructors:

Ron Foran, CFA, CFP, FCSI
Gail Drory, MA, MBA, CA
Gerry Ramos, CFA, CFP, MBA, CIM
Bob Ransom, BA, CH.F.C.

Vancouver Instructor:

Steve Buckles, CFP, CIM, BBA

Investment: $1400 + Shipping + Tax
(This includes the Foran FPSC Level 1 Preparation Notes and Quiz Books currently being updated and expected to ship late February.)
Foran FPSC Level 1 books are shipped by courier and a signature is required. Delivery to a business address is recommended.

Toronto Seminars

Register Online

Vancouver Seminar

Register Online

Or call us at 800-565-0374 or 416-947-1922
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.

Students of the Foran 5-day Exam Preparation Workshop for Level 1 Candidates can attend the Foran Case Study Seminar for the Level 1 Candidates for $275 – a savings of $120.00.

Foran Financial Institute is an independent supplier of educational services. Its exam preparation courses are not sponsored by the Financial Planning Standards Council (FPSC) or any other industry organization.

  • Foran Financial was vital to me passing the FPSC Level 1 Exam. The material for this exam is so extensive, and with no formal study materials from the FPSC to use, it is very hard to gather all of the information that you need to know. The materials provided by Foran Financial, including a ton of practice questions, was well worth the tuition amount alone as it saved hours of work on just collecting the materials to study from. Add in the classroom sessions that are included, taught by very knowledgeable instructors, and you have everything you need to be successful in the course completion. I will be signing up for Foran Financial before writing my CFP Examination after such a positive experience with this course. Thank you Ron and team! FPSC1 Toronto, November 2017, Passed CFP May 2018

    Craig Reid CIBC Wood Gundy
  • Steve is an excellent instructor. I understood the concepts better after the course and learned more in one week than all the time I’ve spent studying on my own. FPSC1 Vancouver, November 2017

    Phi Hoang Community Savings
  • Good coverage of topics. Excellent presenter, with practical examples, well prepared and knowledgeable, with humor well injected for memory retention. FPSC1 Vancouver November 2017

    Vinay Kavlekar Vancity Credit Union
  • I liked the instructor. Steve teaches the content in detail and then the content is closely related to real life situations. So the course is not just for the exam but rather a good course for us to be prepared as a financial planner. FPSC1 Vancouver, May 2017

    Randal To Plantax Pacific Financial
  • All instructors were engaging and made the long days easier. Topics were all covered very well! FPSC1 Toronto, May 2017

    Brett Ficiur Avail CPA LLP
  • The level of knowledge was outstanding. No question went unanswered or ignored. FPSC1 Toronto, May 2017

    Mark J. Camilleri TD Wealth Financial Planning
  • Very in depth. Enjoyed the sample questions and group involvement. Amazing materials (pre course books and course content) great instructors. FPSC1 Toronto, May 2017

    Mark Walhout Investia Financial Services Inc.
  • Ron’s presentation and pace on day one gave us the confidence that we were going to make it through the material and exam. Gail’s tax presentation was extremely clear and her sample questions re ‘attribution’ were amazing. FPSC1 Toronto, November 2016, passed CFP Exam

    Clark Seadon
  • Steve is fantastic – a great facilitator, makes dry material relevant and interesting. FPSC-1 Vancouver, November 2016

    Andrea Neame OdlumBrown
  • (Steve) is the only person I’ve met who makes taxes exciting. I now love taxes. I really enjoyed Steve’s examples and enthusiasm with his stories. FPSC-1 Vancouver, November 2016

    Christina Roderus Credential Asset Management
  • What I liked best about the seminar: thorough coverage of the information, succinct coverage of material in class, interaction with instructors, practice question and instructors’ view of how to navigate exam questions. P.S. Gail was awesome! Passed FPSC-1 Exam in June 2016 and CFP Exam in November 2016

    Laura Peterson Paul J. Greene & Co., HollisWealth
  • The amount of knowledge we went over, over 5 days was fantastic. It was a great way to bring all of the possible FPSC Level 1 material together. May 2016

    Audrey Fox-Revett Investors Group, Newmarket
  • I liked many aspects of the class but one most critical aspect was, I found was I learning things that applied to my role as an advisor. I feel informed of the things that are important! FPSC-1 May 2016

    Steven Deacon Investors Group North Bay
  • I passed my FPE1! The first 73 stand-alone questions were a breeze, however the case studies I found quite difficult. When I write the 2nd exam I will definitely take the Saturday case study session. Steve was an incredible teacher, this was absolutely the most useful, relevant class I have ever taken in regards to my career. He taught with enthusiasm, was easy follow and was able to explain the concepts well. There was a lot of information to get through and he did a fantastic job. I was very impressed. June 2014

    Kelly Seabrook, FM Investment Associate, Saskatoon
  • Having worked in the financial services industry for 10 years, the Foran course was such a great refresher of the knowledge needed to pass. Steve was great at keeping the course entertaining throughout as they are definitely long days. The money spent on the course was worth the time it saved me in preparation. Passed FPSC Level 1 in November 2014

    Candice Keays Green Wealth Advisory Team, Saskatoon
  • I’m happy to report I passed the exam. The Foran course was definitely a big part of my success. As always, thank you so much for your help. I really value and appreciate the Foran courses, and all the case studies we received in class were a huge bonus. See you at the next seminar! Passed FPE1 in June 2014

    Sarah Smith Senior Learning & Development Specialist, CI Investments
  • I passed! Steve was an incredible teacher, this was absolutely the most useful, relevant class I have ever taken in regards to my career. He taught with enthusiasm, was easy follow and was able to explain the concepts well. There was a lot of information to get through and he did a fantastic job. I was very impressed. Passed FPE1 in June 2014

    Kelly Seabrook, FMA Investment Associate, Saskatoon
  • I just wanted to thank everyone for their excellent instruction in preparing me for the FPE1. I am pleased to advise that I have succeeded in passing the exam. I would highly recommend Foran to anyone. The study material was excellent and the instruction helped cement the material in my mind. It brought a clear understanding and was not just a memorizing exercise. Even though I am relieved to have passed, I have retained a ton of practical knowledge that I have already applied in my day to day practice. Thank you again, May 2014

    Michelle Riederer Investment Funds Advisor- Worldsource Financial Management Inc.
  • Hi friends at Foran, I passed my FPE1! Wanted to let you guys know while it’s still fresh in my mind. Gail was incredibly entertaining and I learned a lot that I can use in my day-to-day and advanced planning from her. Thanks for all your help. May 2014 class

    Rosemary Horwood Associate Investment Advisor, The Horwood Team, Richardson GMP Limited
  • Excellent coverage, instructors very patient with questions, definitely raised my comfort level. May 2014

    Michelle Riederer Worldsource Financial
  • Concise, relevant, very well organized and presented. Every instructor willing to help out individually as required, to answer specific questions – much appreciated! I am so much more confident and I know where I need to focus my efforts now. May 2014

    Sue Fagnan McLarty & Co Wealth Management
  • I appreciate how Foran condenses the material into a package that is much easier to follow and understand. I have used Foran in the past and will continue using this resource, as well as referring it in future. May 2014

    Jeff Crossett ARC Financial Group,
  • The FPE1 preparation course by Foran Financial was an enriching, positive experience. The course was integral in helping me pass my exam successfully. The instructors were incredibly knowledgeable and masterful in teaching the students strategies to retain the large volume of information. Thank you Foran! Looking forward to the FPE2 prep course. Passed FPE1, November 2013

    Julie Mitchell-McEwen
  • I attended both the Foran 5-day Workshop for FPE1 Candidates and the Foran 1-day Case Study Seminar for FPE1 Candidates prior to my FPE1 exam. My two goals were to; 1) Identify what areas of knowledge to focus on and to what depth. 2) How to optimize my time during the exam. Due to the expert knowledge, effective instruction of the Foran Workshop & Seminar both my goals were achieved and I have passed the FPE1 Exam! In particular I highly valued the patient explanation, diagrams and flowcharts used to explain complicated topics and the in-class detail reviews. The case study seminar taught me how to filter key information in order to answer the questions time efficiently. Cases can easily consume a lot of valuable exam time, therefore I feel this was also a key contributing skill that assist me. I strongly recommend both courses for anyone preparing for the FPE1 Exam. Passed FPE1, December 2011

    Hanif Gulamhussein
  • I would like to take this opportunity to thank my instructor and the entire team at Foran for running a real successful course. Attending the classes was a giant leap of real learning and applications of various financial solutions in the lives of our clients. Thanks! Passed FPE1, June 2011

    Sunanda Kikla Global Insurance
  • I found that Ron and Doug's instruction enabled me to pick the most correct answer of two or more correct answers in a multiple choice situation. Teaching us how to read each question properly and paying attention to the meaning of each word, so that we are clear on what answer to look for, played a large part in helping me to pass the FPE1 on my first attempt. Of course the highly qualified Foran instructors, leading us through the mountain of course material required for FPE1, played no small part in my success as well. Thanks again to the people from Foran Financial. Passed FPE1, December 2011

    John de Witt Investment Adviser DundeeWealth
  • “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) anulife Securities

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