Foran FPSC® Level 1 Programs:

Foran Case Study Seminar for FPSC-1™ and CFP™ Candidates

Foran Class Code: CFPC1

Foran’s 1-day Case Study workshop for FPSC Level 1 and CFP Candidates focuses on application, how to apply the technical skills and knowledge.

The prerequisite for this workshop is attendance at a Foran 5-day seminar for either the FPSC1 or CFP exam.

The workshop will assist Candidates with various methods for approaching case study exams.


Students will have the opportunity to attempt two case studies in the morning session followed by a thorough review of each case study.

In the afternoon session two additional case studies will be assigned followed by a thorough review of each case study. The instructors will highlight how to recognize important information and to disregard irrelevant information in the cases. Time management techniques and methods on recognizing distracters in multiple-choice questions will also be discussed.

In addition, take-home case studies will be handed out at the end of the seminar.
PDF of latest CFP Brochure is being updated


November 9, 2019

November 9, 2019


Toronto 8:30 a.m. – 6 p.m.

Vancouver 8:00 a.m. – 5:00 p.m.

Investment: $395 + Tax
Students of the Foran 5-day Exam Preparation Workshop for FPSC Level1 or CFP Candidates or the Foran Exam Preparation Weekend Workshop for CFP Candidates can attend the Foran Case Study Seminar for $300 – a savings of $95.

  • Registrations will open on the website by 4:30 PM EST, August 23 and will be processed in the order in which they are received.
  • Registrations placed through the website include the order numberdate and time of the request, so we are asking you to register online.

We welcome your questions by telephone and email before or after you register. Call us at 800-565-0374 or 416-947-1922

Toronto Seminar

Register Online

Vancouver Seminar

Register Online

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

Total CE Credits Earned: 8
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.

  • I appreciated going through so many examples and getting direct feedback/correction on my responses. Ron and Bob are very approachable and knowledgeable. Toronto, November 2018

    Brett Ficiur Avail CPA LLP
  • After what I thought was an amazing 1st week of content, I was pleased that the format of the one-day session challenged all aspects of the previous week. I was somewhat concerned that I would not be in a position to apply my learnings with such a quick turn around, but the brain is pretty amazing! I would strongly Toronto, November 2017

    Cindy Caravan RBC
  • It was helpful to go through each of the available options in each question to better understand the more appropriate answer and why the others were the more inappropriate for marks on a case study exam question. Toronto, November 2017

    Andrew Tachauer Investors Group
  • Great discussion about proper answers! What improvement would I suggest? Nothing - it’s great! Case Study Day Toronto, November 2017

    Olga Bordatcheva Scotia Wealth Management
  • What I liked best? An opportunity to work through a number of cases and then take them up. Case Study Day Toronto, November 2017

    Jennifer Taylor
  • What I liked best? Working through the cases and evaluating what I know, also appreciated being shown the math! Case Study Day Toronto, November 2017

    Stephanie Lavallee Investors Group
  • Great learning exercise, working through why answers were right and wrong. Case Study Day Toronto, November 2017

    Angela Lytle TD Bank
  • Instructors were great and informative and professional. Toronto May 2017

    Blaise Morin CIBC Wood Gundy
  • Reinforced what I know, showed me what I don’t know. What I didn’t know or understand was made clear to me now! Great week! Thank you. Toronto May 2017

    Debra Schreiber Equitable Life of Canada
  • Cases and case review, overall really great prep and great day. Toronto May 2017

    Liisa Tatem
  • Productive, useful, helpful, thank you very much! Toronto May 2017

    Elena Shatravka Investors Group Financial Inc.
  • Today was very helpful with lots of practice; a great way to bring everything together from the content of the 5-day course. Good to learn mistakes now vs exam. November 2016

    Julie Burjoski Hollis Wealth
  • Good range of questions based on content and difficulty. November 2016

    Mario Di Clemente BDC Financial Services
  • Case workshop was fabulous. May 2016

    Ramsey Halon Freedom 55 Financial
  • It was awesome - clear, concise! May 2016

    Laura Peterson Paul J. Greene & Co, HollisWealth
  • Time well spent. Each scenario/case study provides an opportunity to think and remember. Great memory work for the exam. Open discussions improve reasoning skills and Doug is very patient so one feels comfortable asking questions. The best part was going through each option with explanations for each and every answer. Great for memory! November 18, 2013

    Ginette Beek Senior Associate Manager, SunLife Financial
  • 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

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