Foran/Advocis Seminar for the Life Insurance Module of the Harmonized LLQP

Foran Class Code: FLIS

YOUR PROGRAM PROVIDER SUPPLIES STUDY MATERIALS AND ADMINISTERS QUALIFYING EXAMS. Please purchase study materials from Advocis or your chosen provider before registering for this seminar.

To purchase the Advocis/Foran LLQP study material, phone 1-877-773-6765 or visit the Advocis website

This seminar seminar will be beneficial for anyone preparing to pass the Life Insurance module of the harmonized LLQP certification program and the provincial exam required for an insurance license in Canada.

NOTE: Find the full Harmonized LLQP Seminar here

This one and-a-half day life insurance seminar is only one of the four (4) required modules.

Toronto Dates:

December 3-4
January 28-29, 2019
March 18-19
April 24-25
June 10-11

Our policies have changed. Please review before completing your registration: Toronto

Total Hours of Instruction: 12 hours
Investment: $330 +HST
Advocis/Foran LLQP students receive a 10% discount. Advocis Student number is required.

To Register Call (416) 947-1922, for outside GTA call toll free at 1-800-565-0374.

NOTE: Please register with Advocis here or with your chosen course provider before registering for this seminar. Your course provider will give you the course content as well as  administer the four (4) Qualifying exams. You will need to pass all of the Qualifying exams before you are eligible to challenge the Provincial exams.

Continuing Education Credits: 12

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.

Foran Financial Institute is an independent supplier of educational services. Its exam preparation courses are not sponsored by the Investment Funds Institute of Canada, the Institute of Canadian Bankers, or any other industry organization.

  • I took the CSC 2 seminar back in September. I wrote the exam in early October and passed with a mark of 80%. I just wanted to say a HUGE thank you to Ron for all of his help. I have no previous background studies in the industry, and I truly feel that the seminars lead me to achieve an 83% in the CSC. Thanks so much and I am sure I will be taking more seminars with you guys in my future endeavors.

    Kristina Simone
  • I am so thankful that I came across Foran Financial in such perfect timing. Please pass on my sincere thank you to Ron. Every minute of the classroom instruction and of course the workbook was very helpful and most beneficial for both CSC exams. The examples used in the classroom, (I still recall the green sheet example – it was on my first exam) – tremendously helped me to understand and brought clarity and confidence at exam time.

    Rita Popovics ATB Investor Services
  • I wrote my exam on Friday as planned, and passed! Thank you so much for all your help and I know I wouldn't have been successful without your seminar! Your 3 day seminar taught me more in the 3 days than studying those books for 4 months!

    Aaron Jardine MD Management Limited
  • I wrote the CSC Vol 2 April 30th and received a 79%, I wrote Vol 1 two weeks earlier after taking you part 1 and received 84% for an overall average of 81.5%. I found the Part 2 exam more difficult than the part 1 exam with many more questions that seemed to “spilt hairs” in determining the most right answer. The Foran course was extremely helpful. Going back into study mode for a course when you have been out of that mode for some time is difficult and the Foran course provides the structure to help learn the material. As Ron states I still needed to read all of the CSC material and in fact there seemed to be many more planning type questions on the exam than I anticipated. I focused a little too much on the various formulas covered in the 3 day course. I am quite satisfied with the Foran course and the results I obtained. Thanks,

    Doug Lawson IPC
  • The text book material is summarized into the best course handout material I’ve ever received. The many acronyms given made remembering steps in a process or multiple items extremely easy. Ron is a natural presenter and extremely knowledgeable. You’ll enjoy the humor and see that he really enjoys teaching. I passed both CSC1 and CSC2 on first attempt with no prior formal training or experience in the field.

    Dan Mano June 2013 (retired early)
  • Thank you again for all your help and support. Absolutely a huge help. Breaks down complicated terms and subject matter into simple terminology. Very knowledgeable instructor, who really emphasized the parts of the material that may seem difficult and took the time necessary to help us fully understand. This course gets to the meat of the program and the techniques help you remember what was learned.

    Joshua Bowden Associate, TD, July 2013
  • I wanted to let you know that I have successfully passed the CSC1 & 2 exams. Your program was the key and I cannot more highly recommend these two seminars as an excellent way to prepare to write. Your seminars were the difference between costly multiple re-writes and passing the first time. I am already planning for WME next year and have already made the decision to sign up for your prep seminar before I write.

    Stephen D. Palmer Investment & Insurance Advisor, Holliswealth, October 2013
  • Excellent! Brought clarity to all chapters. Helped to simplify calculations and provided great mnemonics to jog the memory. Both Ron (Foran) and Gary (Gallant) are extremely knowledgeable about their subject. Comprehensive and really covered the tough topics.

    Ian Burns The Pension Specialists, February 2014
  • I wrote the CSC (exams) after taking the (Foran preparation seminars) and received an overall average of 81.5%. The Foran course was extremely helpful. Going back into study mode for a course when you have been out of that mode for some time is difficult and the Foran course provides the structure to help learn the material … I am quite satisfied with the Foran course and the results I obtained.

    Doug Lawson PA, CMA, Matheis Financial Group
  • Thank you so much to Gary and Ron. I learned more here than in a full semester at my university. Fantastic! Very clear and articulate. They’re amazing teachers who take the time to explain well and clearly. CSC1 January 2015

    Claudia Bellai-Brisebois RBC DS Ottawa
  • Both instructors were great. I would recommend this course to anyone looking forward to the Volume 2. The content was simplified and easy to grasp. The instructors were very knowledgeable. CSC1 March 2015

    Michael Sagoe Cerco Canada
  • Mr. Foran is a great instructor. Very knowledgeable and I like how he adds jokes to make some sessions interesting. Very patient and focused. December 2016

    Arlene Phillips Investment Planning Counsel
  • All I can say is thank you! When I pass this course it will be because I came here to understand this material. You translated this course into a language I could understand. December 2016

    Ginette Trudel IPC Investment Corporation
  • The seminar covered a lot of the required subject matter and emphasised those areas most likely to be featured on the exam. It is very intense and jam packed for the volume of information covered in only 3 days. Ron was an excellent instructor and made the material really accessible and easy to understand. CSC1 December 2016

    Victoria Lysnes Canaccord Genuity
  • Loved it! I feel so much more confident after taking the course. Ron is excellent at explaining the course. CSC 1 April 2017

    Jennifer Sutton TD Wealth
  • Great content. Enjoyable learning process. Breaks things down into simple understandable concepts. CSC 1 April 2017

    Steve Meehan EWA Capital Partners
  • All the information puts the CSC1 puzzle together. Thank you. CSC1 April 2017

    Ashley McGraa CIBC Wood Gundy
  • Extremely helpful. Cleaned up many questions, made it easier to remember key points. CSC1 June 2017

    Jen Pragnell TD
  • If you are serious about not just passing the exam but genuinely understanding the material of this course, then you will not be disappointed!! This seminar brings the textbook learning to another level. I would highly recommend taking it to everyone. The tools make remembering and calculations so much simpler. CSC1 June 2017

    Natalie Dugale
  • Gary was very helpful in giving us techniques to help us in understanding certain topics. Whether it was easy charts or sayings, definitely are engraved in my head. October 2017

    Tia Lambrinos Manulife Securities
  • Was very helpful! Helped me understand the information in the book, the concepts and math. January 2018

    Soria Kidd TD Wealth
  • Excellent Seminar! January 2018

    Baiba Reinfelde
  • Very helpful and a great exam prep! January 2018

    Paige Vukson
  • Very well organized. Amazing Instructor, very thorough explanations. January 2018

    Emerson Kako
  • The instructor was very experienced and made the course material interesting. Explained the material in an easy-to-understand form, and saves me lots of time to get ready for the exam. March 2018

    Nancy Chan BMO Nesbitt Burns
  • Great way to understand information. Fantastic concepts and notes. Easy flowing. March 2018

    Julian Ricci
  • For somebody like me who has no background in the financial world this seminar really broke the material down and helped me understand the content. Credit to Gary as well for being able to teach it this way. March 2018

    David Mansur
  • I am writing to let you know that I have successfully completed both exams on my first try and have now passed the course! I really enjoyed the seminar and plan on attending other seminars in the future! Please extend my thanks to Doug and especially Ron who really understood the way I learn and made the math portion of the class seem much less intimidating! I found it very helpful the way that Ron used very clear and relevant examples to help illustrate what he was teaching, and looking at the material from a different perspective at times to make things simpler to understand. You create a very welcoming environment and I had no hesitation to ask any questions and I had many. Thanks again so much! I will be recommending you to everyone in the business! May 2014

    Michelle Cook Investment Associate, National Bank Financial, Ottawa
  • Just a quick note to let you know that I passed the case studies (Exam 2) of the WME also. Could not have done it without Foran. Passed both exams first time after attending the Foran class. November 2014

    Ruth Parsons TD Waterhouse, Halifax
  • These were excellent seminars! Both (CPH and WME) allowed me to properly prepare for the exams, and I am so Grateful for the instructors knowledge that was shared with us. Both instructors ran a great learning day. They were very informative and patient. Their learning tools proved very useful! The seminars took so much information and compressed it down to manageable amounts. Very efficient. July 2015

    Carla Dos Santos Point B Financial, Holliswealth
  • Just got my WME scores and I passed both exams! I’m beyond happy and relieved! I’ve taken the CSC1, CSC2, CPH and WME with Foran before attempting any of the exams, and I have passed each exam on the first try! The classroom experience helps me a lot, especially when it comes to the math involved. Thank you Ron & Doug! March 2016

    Cindy Leblanc Iain A. Thomson and Associates Inc., Waterloo
  • The seminar was informative and well worth it! The instructors were knowledgeable, on time, well prepared and great at helping everyone in the class understand the material. Ron is a fantastic teacher. Despite there being so much material, we got through a lot. September 2016

    Luke Anderson Luke Anderson National Bank Financial, Regina
  • I was in the Foran class last week and I just wanted to give you an update on my exam progress. Even though I did very well on exam #1, I could not seem to crack the case study exam so my boss sent me to Foran. After last week I left feeling overwhelmed as it was a lot of information. I had booked exam #2 for Monday and was a little concerned I was not ready still but I could not cancel. I got my mark back today and I finally passed and I realized as I looked back it was mainly because my comprehension of taxation and the business structures and types of pension plans was much clearer due to how you explained it. My feedback for others would be the fact the second exam seems to focus on the very minor points of topics. But the extra knowledge you gave I think was the difference . I also had a better grasp of financial math. Thank you for your help. I can now breathe again knowing its finally done. November 2016

    Wendy Davenport Financial Planner
  • Very good seminar. Good instructors, very knowledgeable, answered all my questions helpfully and with real world examples. Learning the financial math here is much better than through the course text which can be confusing. Also the practice questions were very helpful. November 2016

    Mike Rosati
  • Dear Ron and Gerry, thank you for sharing your knowledge and especially for dissecting and translating the wealth management course in practical and easy to learn portions. I have successfully passed both exams on the first attempt! All the best, January 2017

    Tania Garcia B.Soc.Sc Investment Associate, National Bank Financial
  • Hi Ron and Gerry, I wanted to let you know that I successfully completed both of the WME the last of January. Thank you very much for helping me achieve success! January 2017

    Susie Taylor Financial Advisor, Assante Capital Management Ltd.
  • Hi Ron, the WME course that I attended on Mar13-17 was fantastic. I’m happy to update that I have passed the exams and successfully completed the course. Thanks for all your help! April 2017

    Brendan Colafranceschi Investment Advisor, Mapledene Financial group
  • Excellent. Gerry and Ron take the WME and dissect it, so that it is easier to prepare for the exam. May 2017

    Jose Flores Vancouver
  • Ron and Gerry were very informative, precise and broke down difficult to grasp concepts clearly and more efficiently. Thank you for clarifying so much. May 2017

    Joel Kitchen ScotiaMcLeod
  • Ron and Gerry did an excellent job as a team providing realistic exam questions/scenarios. After visiting FORAN more than three times, I’ve passed every exam on the first attempt. Thanks again for all your help May 2017

    Stephen Smyrnios BMO Nesbitt Burns
  • In an industry and time where professional expectations from our clients and industry regulators are quite demanding, I feel that the courses offered by Foran are invaluable. We have so little time to study and absorb the course material on our own. The classroom setting allows the student to devote their time to the course material. The WME seminar provided the material in a manner which allowed me to determine what information was relevant in achieving a successful result in the exam. Both Ron and Gerry provide valuable insights. I enjoyed the five days we spent in the classroom. Please extend my appreciation and thanks to Ron and Gerry for both myself and Kelly. November 2017

    Roger Quirion Quirion Financial Services
  • I took the CSC 2 seminar back in September. I wrote the exam in early October and passed with a mark of 80%. I just wanted to say a HUGE thank you to Ron for all of his help. I have no previous background studies in the industry, and I truly feel that the seminars lead me to achieve an 83% in the CSC. Thanks so much and I am sure I will be taking more seminars with you guys in my future endevours.

    Kristina Simone
  • I am so thankful that I came across Foran Financial in such perfect timing. Please pass on my sincere thank you to Ron. Every minute of the classroom instruction and of course the workbook was very helpful and most beneficial for both CSC exams. The examples used in the classroom, (I still recall the green sheet example – it was on my first exam) – tremendously helped me to understand and brought clarity and confidence at exam time.

    Rita Popovics ATB Investor Services
  • I wrote my exam on Friday as planned, and passed! Thank you so much for all your help and I know I wouldn't have been successful without your seminar! Your 3 day seminar taught me more in the 3 days than studying those books for 4 months!

    Aaron Jardine MD Management Limited
  • Thank you again for all your help and support. Absolutely a huge help. Breaks down complicated terms and subject matter into simple terminology. Very knowledgeable instructor, who really emphasized the parts of the material that may seem difficult and took the time necessary to help us fully understand. This course gets to the meat of the program and the techniques help you remember what was learned. July 2013

    Joshua Bowden Associate, TD
  • I wanted to let you know that I have successfully passed the CSC1 & 2 exams. Your program was the key and I cannot more highly recommend these two seminars as an excellent way to prepare to write. Your seminars were the difference between costly multiple re-writes and passing the first time. I am already planning for WME next year and have already made the decision to sign up for your prep seminar before I write. October 2013

    Stephen D. Palmer Investment & Insurance Advisor, HollisWealth
  • Excellent! Brought clarity to all chapters. Helped to simplify calculations and provided great mnemonics to jog the memory. Both Ron (Foran) and Gary (Gallant) are extremely knowledgeable about their subject. Comprehensive and really covered the tough topics. February 2014

    Ian Burns The Pension Specialists
  • I wrote my exam on December 22, and passed. Words cannot express how relieved I am. I know this would not be possible without your help. Ron put the information into plain English and makes it relatable. In my opinion, Foran Financial needs to be deemed an essential service. See you in 2015. November 2014

    Tamara Wood
  • I can’t imagine writing an investment exam without taking the Foran Seminar first! Ron was made to teach, guess that’s why he’s still doing it. September 2016

    Amanda Faber Scotia McLeod
  • So invaluable, should have signed up long ago. (The instructor) made it clear, concise, easy to understand. Loved his sense of humor. Loved the handouts, a great overview. October 2016

    Teresa Varey RBC DS
  • Mr. Foran is a great instructor. Very knowledgeable and I like how he adds jokes to make some sessions interesting. Very patient and focused. December 2016

    Arlene Phillips Investment Planning Counsel
  • All I can say is thank you! When I pass this course it will be because I came here to understand this material. You translated this course into a language I could understand. December 2016

    Ginette Trudel IPC Investment Corporation
  • Very efficient and straight to the point. March 2017

    Juan Uscategui
  • Very well done and clearly explained. Highlights the important issues and skips over all the noise in the book. March 2017

    Steve Meehan Bellwether Investment Management
  • Very thorough; lots of material covered but it an accessible way. Great memory techniques provided and reviewing previous day’s material is incredibly helpful. Ron is as knowledgeable as ever! I appreciate that he has years of experience to call on , but that he also keeps up to date on the industry. The text is beyond dry and hard to retain; the Foran program makes it possible to retain the info and actually understand it! January 2017

    Victoria Lysnes Canaccord Genuity
  • Ron has a great sense of humor. He is tremendously knowledgeable, a great presenter and very concise. January 2017

    Jim Greenwood IPC
  • Ron helped me with the CSC1 as he explains it clearly and in terms that are easy to understand. Once again made me feel more confident about taking my exam. June 2017

    Jennifer Sutton TD Wealth, St. Catharines
  • Ron is extremely knowledgeable! He made the abundance of information easier to understand. With hints to remember key points. March 2018

    Jennifer Pragnell TD Wealth
  • Seminar was great. Ron has so much knowledge about the context covered. Helps break terms and strategies in a manner you can remember. Acronyms really helped remember content. Makes me want to take more courses in my business development. March 2018

    Lindita Sulemanovski BMO Nesbitt Burns
  • I PASSED (PMT exam) I'm so thrilled, you can't imagine. I wanted to thank you so much for the help you provided. This is the 3rd exam prep course I take with Foran (LLQP, CFP) and I want to tell you that I really don't think I would have succeeded without your help. I've learned so much in your classrooms. I've also felt that you and your team really care about your students success. I know that for your business to succeed, that makes sense, however, I think it's more than just a business decision. I've felt that you truly have a passion for teaching and seeing us succeed.

    Jo-Anne Stang, CFP TD Waterhouse Private Investment Advice Private Client Services
  • I passed both the IMT course and the PMT course thanks in large part to attending Foran's preparation seminars. (The instructor) focused on key concepts, terms and formulae and demonstrated a real mastery of the material. One of the most professional instructors that I have ever had. I would recommend his seminars to anyone.

    George Koidis, CIM, PFP BMO Nesbitt Burns
  • Amazing – very tailored toward the (course content.) Instructor was excellent – great sense of humor and helpful over the four days; simplified the overly complicated structure of the materials.

    Marcia Aberdeen C.I. Clarington
  • Good amount of time dedicated to the relevant topics. (Instructor) very, very knowledgeable, always with good examples to make material relevant and therefore easy to remember. April, 2013

    Sarah Lawrence RBCDS
  • I would not write an exam without taking a Foran Seminar first. Gave me the needed confidence going into the exam. October 2013

    James Pelmore Dundee Securities
  • Material prepared well, focused on helping us pass the exam. I have never written an industry exam without taking a Foran course. Ron keeps everything moving. Prepares us well for the exam. April 2013

    E. Mah BMO Nesbitt Burns
  • Exceptional - the only way to learn this stuff! Good pace - not tired at the end - focused on very key points. Very helpful. October 2013

    Michael Nott Dundee Securities Private Client Group
  • Ron Foran is a pro’s pro in all aspects. He presented a huge amount of information in a precise, well paced manner. Not only did I pass the exams but I sharpened up my own investment style and knowledge. It’s a shame he does not have a sense of humor. P.S. He’s actually very funny but the last thing we need to do is encourage him! December 2013

    Bob Weir Manulife Securities
  • I wanted to say thank you as I just successfully completed my PMT and have now attained my CIM. I managed to complete both courses in just over 2 months. Your seminars and notes were very helpful to aid me in successfully completing the exams. Thanks again. March 2014

    Peter G. Karalis CFP, CIM, FCSI Investment Advisor, TD Wealth
  • I passed the PMT exam in mid November so I've completed all the exams for CIM. The classes and especially the quiz books were a great help in enabling me to pass the exams over a short period. I completed all 3 exams in less than 3 months. Please send my appreciation to Ron for his clear explanations, excellent examples for various problems, his great sense of humour and incredible stamina. His techniques for remembering important concepts were very original and certainly of immense help. Thank you! November 2014

    Penny Petroff RBC
  • Good pace and study guide. Well written. Instructor had very clear explanations. I read the book but did not feel like I was absorbing any of the material. The course summarized the main points in the course clearly and concisely. February 2015

    Kathleen McGowan
  • Ron is always prepared and focuses on the important information to help you pass the exam. August 2016

    Ed Mah BMO Nesbitt Burns
  • Great summary of information. I feel very confident about my pending exam. January 2017

    Brian Walling HollisWealth Edmonton
  • Great work Ron! Awesome seminar. Very helpful. January 2017

    Will Simpson BMO NB
  • Great value for the time spent reviewing content of PMT. Excellent presenter, Ron you did a great job – no surprise. January 2017

    Afif Jawad HollisWealth
  • Great course to help prep us for our exam. Thanks Ron. January 2017

    Keeley Simpson BMO NB
  • Very helpful. The focus on questions that could be on the exam and the acronyms to help remember concepts. March 2017

    Gary MacDonald RBC Dominion Securities
  • Very informative, helped clarify what the text book was saying. Leaving the seminar I feel prepared to write the exam and more knowledgeable in general. Review and memory tips, also focus on topics of interest for the exam. March 2017

    Kristin Parker Natixis Global Asset Management
  • Concise and enjoyable. Gained knowledge, examples and explanations. March 2017

    Myron Dietrich Manulife Securities
  • Thank you so much Ron! I'm very happy I registered for your course. You are an incredible teacher! March 2017

    Lee Leonard Scotia McLeod
  • Ron is very clear and informative on relevant information. Small class – felt very engaged. May 2017

    Graydon Oldfield ScotiaMcLeod
  • Feel confident heading into the exam – seminar was well worth the money! May 2017

    Scott Marshall Edward Jones
  • Well organized and delivered. Although the 3-day course was a big commitment, it greatly improved my understanding of the course material and significantly reduced my study prep time. September 2017

    Bill Richardson Harbourfront Wealth
  • Extremely useful in preparing for the exam. Ron explains concepts behind the material, simplifies them and allows us to focus on what is key. Ron is an exceptional teacher – incredible energy and knowledge. Thank you! November 2017

    Josée Pelletier
  • Thanks Ron, I feel much more confident going into the PMT exam. Thank you for all years of Education Support. CSC, WME, CFP and PMT! June 2018

    Ed Van Der Kooi CFP IPC Securities Corp
  • Second seminar with Ron. By far the best instructor/professor I have ever had! Makes the materials so easy to understand and makes it hard to fail upcoming exams! Preparation is so far and beyond and makes students feel extremely prepared going into the exam. August 2018

    Stephen McConnell Bullwealth
  • “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
  • 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 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 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
  • 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 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,
  • 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
  • Excellent coverage, instructors very patient with questions, definitely raised my comfort level. May 2014

    Michelle Riederer Worldsource Financial
  • 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
  • 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.
  • 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’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
  • 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 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
  • 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
  • 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
  • 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
  • (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
  • Steve is fantastic – a great facilitator, makes dry material relevant and interesting. FPSC-1 Vancouver, November 2016

    Andrea Neame OdlumBrown
  • 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
  • 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.
  • The level of knowledge was outstanding. No question went unanswered or ignored. FPSC1 Toronto, May 2017

    Mark J. Camilleri TD Wealth Financial Planning
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • I passed both the IMT course and the PMT course thanks in large part to attending Foran's preparation seminars. (The instructor) focused on key concepts, terms and formulae and demonstrated a real mastery of the material. One of the most professional instructors that I have ever had. I would recommend his seminars to anyone.

    George Koidis, CIM, PFP BMO Nesbitt Burns
  • The seminar provided a great deal of clarity on areas that were unclear. Ron and Doug know exactly what I need to accomplish (my goal for) this program. June, 2013

    John Salisbury Canaccord Genuity
  • (This) seminar teaches you everything you need to know to pass the exam. Excellent teacher. Knows his material. Taught the course so everyone could understand. January, 2014

    Ian Shipp CIBC Wood Gundy
  • Ron was (as always) SUPER great…..it’s the ONLY way to do one of these courses….for sure. January, 2014

    Michael Nott B.Sc, FCSI HollisWealth
  • Just excellent. Absolutely worth the time and cost – an excellent investment! (And) a superior instructor who was able to teach  February 2014

    John Stewart TD Wealth Management
  • I wanted to say thank you as I just successfully completed my PMT and have now attained my CIM. I managed to complete both courses in just over 2 months. Your seminars and notes were very helpful to aid me in successfully completing the exams. Thanks again. March 2014

    Peter G. Karalis CFP, CIM, FCSI Investment Advisor, TD Wealth Management
  • I have completed IMT, PMT and CSC since April. A lot of work which could not have happened without your superb classes. Thank you for the courses. They were worth every dime. I really appreciated your methodology for covering such vast amounts of terrain. The endless stream of puns and witicisms all helped digest the large amounts of material. June 2014

    Francis Scotland, Director, Global Macro Research, Brandywine Global Investment Management
  • Thanks for being so organized and diligent on both the content and the process. Really enjoyed your style Ron. You take a ton of September 2014

    Bruce Bennett Richardson GMP
  • Ron is an excellent instructor. Knowledgeable, fun, entertaining, excellent use of examples and scenarios. September 2014

    Karim Jandali RBC DS
  • Excellent. Great knowledge and cared about our success, not just going through the material. Info delivered in a way to help pass the exam. The four days flew by. May 2015

    Paul Litman BMO Nesbitt Burns
  • You make everything simple to understand. Morning recap is key! Your passion for teaching shows. May 2015

    Allen Finkel Scotia McLeod
  • Great job - clear - knowledgeable. Easy to follow. Focuses on what's important, the 'need to know' info. May 2015

    George Sousa RBC Wealth
  • Thanks for the insights and excellent 4 days of learning. Your teaching techniques were insightful, easy to follow and time well spent for the future of my career. May 2015

    Paul Litman, BA MBA CFP PFP, BMO Nesbitt Burns
  • I am following up as per your request. I wrote both exams on Friday past - one at 9am and one at 2pm - and passed with flying colours!! And I can assure you I attribute a large part of that to Ron's classes and teaching....thanks so much. November 2016

    Joseph Viola Scotia Wealth
  • Lots of material to cover, but it was well organized and presented. Very knowledgeable and helpful with his learning/memorizing techniques. November 2016

    Brian Blair
  • Ron offers a very well structured approach to understanding 100 hours of course material in four days. November 2016

    James DiCenzo Burgeonvest Bick Investments, Hamilton
  • Very well suited to experienced industry professionals – topical, easy to relate to content but concepts clearly explained and illustrated. Instructor was concise, clear and obviously experienced – knows the purpose of this exam for most of us taking the course. Focus on material needed for testing success, rather than the entire body of material. November 2016

    Paul Harrison National Bank Financial, Calgary
  • Very in-depth. I believe this will be very helpful. Ron is very well versed. His knowledge and experience are great. I learned a lot and it was a great summary of the required material for the exam. November 2016

    Aidan Mullen, CIM, TD Wealth Investment Advisor
  • I find that Ron’s approach to learning is quite practical for servicing my client’s needs. Consider any program that you enroll in at Foran as a direct investment in your business. November 2016

    James M. DiCenzo Investment Advisor, IA Securities
  • Ron, really well done. I’m sure you’ll see me again for additional requirements. June 2017

    Gary W. Gorham RBC Dominion Securities, London
  • Keeps the complex very manageable. The short cut formulas are great. Process is excellent for a diverse knowledge group. Exam preparation notes are great. I feel well prepared for the IMT (exam) now. Thanks Ron. June 2017

    Scott McElligott Connor Clark & Lunn Private Capital
  • Breaks and late lunches work – they keep the day flowing. Reviews each morning – excellent, reminder words help with structure. October 2017

    Lynne Davey CIBC Private Client
  • Very well done! Ron is exceptional. I would definitely come back, and recommend Foran. October 2017

    Dorian Chin Manulife
  • Very worthwhile course which I would certainly recommend. October 2017

    Greg Brooks RBC Securities Global
  • Excellent – I will be back! Ron really takes the guess work out. He brought it down to a level that everyone could understand with ease; used examples and humor to get the facts across and made it so easy to understand. It was amazing. Thank you. October 2017

    Vanessa Benedict National Bank Wealth Management
  • Extremely useful – not sure I could have done CIM without this seminar. Limited math skills make formulas difficult to grasp by reading alone. Ron explains concepts behind formulas. Excellent teacher – great energy and stamina. Merci! October 2017

    Josee Pelletier
  • Ron combines solid teaching skills with excellent content. Information is broken down into an organized study process. The result provides student with the means to successfully write and pass the exam. Excellent tips to memorize certain teachings. Really appreciated the math work and case study. October 2017

    Ward Tuttle RBC Dominion Securities
  • Great - Ron was clear and concise. Great information and presentation. December 2017

    Paul McLean Scotia McLeod
  • An amazing instructor and advisor support in helping navigate these ever more complex regulatory course requirements. Best thing about the program? Clarity of the instructor. Thank you. January 2018

    Afif (AJ) Jawad HollisWealth
  • Very effective. Clear, meticulous., patience maintained by the instructor throughout the seminar. January 2018

    Ram Chockalingam Desjardins Financial Security
  • Excellent! Very specific and great overall understanding of material. Ron is as good March 2018

    Stephen McConnell Bullwealth
  • 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
  • It was awesome - clear, concise! May 2016

    Laura Peterson Paul J. Greene & Co, HollisWealth
  • Case workshop was fabulous. May 2016

    Ramsey Halon Freedom 55 Financial
  • Good range of questions based on content and difficulty. November 2016

    Mario Di Clemente BDC Financial Services
  • 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
  • Productive, useful, helpful, thank you very much! Toronto May 2017

    Elena Shatravka Investors Group Financial Inc.
  • Cases and case review, overall really great prep and great day. Toronto May 2017

    Liisa Tatem
  • 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
  • Instructors were great and informative and professional. Toronto May 2017

    Blaise Morin CIBC Wood Gundy
  • Great learning exercise, working through why answers were right and wrong. Case Study Day Toronto, November 2017

    Angela Lytle TD Bank
  • 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
  • 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
  • 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
  • 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
  • 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
  • I found the five day course of study extremely helpful. I had so much respect for Gail on Friday - she ran a marathon for us covering the tax law so thoroughly but with clarity and humour. I have always had a great deal of respect for teachers who know the difference between being 'educators' vs presenting an entertaining lecture. Gail is an educator first and foremost. Saturday and Sunday were also very well done. Each presentation progressed with logical connections, building upon foundational material where appropriate. On a personal note, please know how much I appreciated the kindness everyone at Foran displayed. I could tell everyone wanted to do everything they possibly could to help me pass this exam. You can't 'fake' that type of concern or the genuine pleasure in your voice as we spoke. Thank you again - Foran for me will always represent time and money invested wisely. Passed FPE2 June 2011

    Elizabeth Vermeulen
  • Steve is an excellent instructor and the Foran prep course for FPE2 was very helpful. the Case Study day was extremely valuable. Passed FPE2 June 2011

    Scott Murray RBC Insurance
  • I just wanted to share some extremely good news with you. I just found out that not only did I pass the FPE2, but I tied for first place in the country! I made the President's list! I wanted to thank you again for all your prep work with me, obviously the results were there! Passed FPE2 June 2011

    Chris George, CLU, CHS, CPCA, EPC Director, Advanced Planning Blue Shores Financial
  • Hi guys, just wanted to let you know that I passed the FPE 2 exam. I have to let you know that I came to Foran looking for confidence to pass an exam and left with the confidence to have a career. I don't consider your seminar a recommendation, I consider it an essential. Thank you, thank you, thank you for doing what you do and doing it so well. Passed FPE2 June 2012

    Roxanne Reid Scotiabank Investment Specialist Scotia Securities Inc.
  • Thank you Foran Financial! I sat the FPE2 weekend course and was successful in passing the June 2012 FPE2 exam. You really drilled down the concepts and took the time to explain any concepts further to the class. Your course materials were great help . I've used other course providers along my CFP path and found Foran very relevant to the exam. Thank you, June 2012

    Nicole Lavery, CFP BMO Harris Private Banking
  • Dear Ron, Gail, Doug & the entire Foran financial team, Thanks to your wonderfully taught and organized CFP Prep Seminars, I have passed the FPE1 & FPE2 exams! I could not have done it without your help. I will definitely recommend the seminar to my colleagues!! Thank you again! January 2013

    Koichi Miyamoto
  • Hi Steve, Just wanted to drop a quick line to let you know that I passed my FPE2 exam that I wrote on Dec. 1st, 2012. Your course was phenomenal and would definitely recommend colleagues to attend in future. Thanks, 2012

    Karn Sihota Managing Partner Freedom Financial Solutions Inc.
  • Hi Ron, Doug, Gail, I would like to take this opportunity to personally thank each of you (and your entire behind the scenes team) at Foran Financial for helping me pass the FPE1 (June 2012) & FPE2 (Dec 2012) examinations en route to securing my CFP designation. The classroom sessions were concise, focused and detailed to address the key subject areas and themes that were tested. The various practice questions and case study reviews proved extremely valuable and crystallized key concepts in preparation for the exams. I truly believe that the CFP instructional programs offered by Foran Financial were a key tool in helping me achieve the CFP designation. Thanks again!!

    Tom Svoboda, B.A., CFP® Investors Group Financial Services Inc.
  • I wanted to let you know I received the official notice from FPSC that not only did I make the President’s List, but also that I came in FIRST PLACE!!! [December 2012]. I completely credit this success to having taken the Foran exam preparation class. Sincerely, Instructor Steve Buckles, Vancouver

    Jennifer Harris, CFP® Thomas O’Neill & Associates Inc.
  • As you can see by my signature line below I PASSED on my first try and have obtained CFP certification. I appreciated the in-depth in-class review – especially the taxation section. It was my weakest area and Gail actually made it fun. The sample questions were very helpful as was the general exam-writing advice from Foran and others.  Thanks for offering such complete exam preparation – it works! Instructors Gail Drory, Ron Foran, Doug Planche Passed FPE2 in June 2013

    Sherri Grosz
  • I successfully wrote the exam in Kelowna and can now sport the “CFP” designation behind my name.I really appreciated the Foran 5 Day Workshops (FPE1 & FPE2). Without it, I would not have known where to start to prepare for the exams. Beyond exam success, the workshop gave me the knowledge to provide the best service for my clients. Thanks, Passed FPE2 in June 2013 Instructor Steve Buckles,

    Rob Hislop, CFP CPCA Investment Specialist, SASCU Wealth
  • I believe that your courses focus the student on the subject matter that is most relevant for the exams and allows the student to spend their study time wisely. The course material, case studies and instructors all prepare the student at a level that exceeds the level of the examinations making success more likely. Your programs help make the student a better trained and prepared professional. Thanks to everyone at Foran! June 2014

    Holly Reynolds CMA, CFP
  • I passed the FPE2. I thought the course was great. The highlight was Steve Buckles. Loved his sense of humor and the techniques the he used to help you remember important information. If I was to do it all over again I would not hesitate to take the course with Steve. The material was fantastic and was well laid out and easy to reference as a study aid. I would highly recommend this course to others who are preparing to take the FPE2 exam. Very worth it! Instructor Steve Buckles, June 2014

    Grant Strachan Investors Group
  • The best way to prepare for the CFP examination. I recommend this program to everyone! November 2014

    Konstantinos Foussias Investors Group
  • Just wanted to say thanks to everyone at FORAN and especially Steve Buckles for helping me pass the CFP exam. Steve is a truly amazing instructor; I really enjoyed his teaching style. He made the material enjoyable and his level of knowledge is second to none. Instructor Steve Buckles, November 2014

    Rob Lulic Zadra Wealth Management Group
  • I was successful! The 5-Day Workshop provided by Foran was extremely comprehensive and helpful to me in preparing for this exam. Thanks for everything, November 2014

    Laurie Abbott Ontario Pension Board
  • I am super happy that I have passed the CFP exam. I know I couldn’t do it without your help. I learned so much from your one week prep course. Your instruction was like a string that put all the beads of knowledge together. Thank you so much for helping me achieving me career goal. November 2014, Instructor Steve Buckles

    Susan Zhou Investment Account Manager, Vancity Credit Union
  • I did write the CFP examination in November and I did pass! I would and will recommend this program to any colleagues or friends that are writing this examination. I found it very helpful. November 2014

    CJ Stevens HollisWealth
  • I wanted to take the time to express my gratitude to you and the instructors who led the spring session of the CFP examination prep-course. The class structure was intense and jam-packed with information and practice problems. The materials provided were excellent. The instructors were eager to help with questions at break and after class and were genuine in their efforts. I passed the CFP examination in June 2015 and would like to say thank you!

    Shaun Heslegrave Investors Group
  • Thank you for the training! I am happy to tell you that I have passed the exam in June and now I am a CFP professional. Your training session is definitely a great support and help to my success in the exam. I will strongly refer it to my colleagues. Wish your business continue successful! June 2016

    Jenny Zhang Consultant, Investors Group Markham
  • Hands down - Best Instructor Ever! 2nd time I’m taking his class and it was still interesting (attended FPSC-1 in May.) Steve has a very unique ability to bring everything to life. His topics were specific but had layers of content to help bring everything we have learned together. CFP Vancouver, November 2016

    Daniala Guidoos CFP Investors Group
  • Lots of practice material and case studies for further review. Knowledgeable educators. CFP Toronto November 2016

    Matt Roach Benefit Partners
  • Excellent! Turned the ‘text book knowledge’ to real world application. Also liked Steve’s ability to inject humor into some very dry theory. Very believable, very funny and engaging. CFP Vancouver, November 2016

    Leasa Lindquist RBC
  • Covered a lot of areas. Ron set the table nicely (overview of planning and technical knowledge areas) also covered complex topics on finances. Gail did a super job and Bob was excellent with his great examples of good and bad (constructed) exam answers. CFP Toronto November 2016

    Steve Ausman Investors Group
  • Steve is a great presenter, making everyone comfortable and also making the material easy to understand. The examples that he provides re his own practice provide great insight into Financial planning. Vancouver, November 2016

    Colleen Schneider Scotia McLeod Saskatoon
  • I appreciated the willingness of all the educators to answer all questions and still stay on time with the material. Toronto November 2016

    Ramsey Hanlon Freedom 55 Financial
  • Best thing about the course? The instructor’s depth and breadth of knowledge. I learned a lot more than I’ve learned from text books. Real life applications. Vancouver, November 2016

    Jina Byun Investors Group
  • I just want to share the happy news that I passed my CFP exam and I am so thankful I took your prep course because I believe it helped me in my success. Thanks so much! Toronto, November 2016

    Susan Lock CFP Investors Group
  • All of the content presented was beneficial and allowed me to understand concepts in a way that was clear to follow. I had struggled with a few section in my studies and this workshop gave me the knowledge I was looking for. Toronto May 2017

    Scott Fell TD Wealth Financial Planning
  • Great teacher, thanks for making it so interesting and funny. Vancouver, May 2017

    Sahra Khoshnavazi Investors Group
  • Amazing content. I like how topics were highlighted that would be highly likely to be tested. I can focus my studying more. Toronto May 2017

    Andrew McCallum TD Wealth
  • Concise and well laid out materials. Improved my confidence and gave me somewhere to start studying. Vancouver, May 2017

    Meaghan Douglas Raymond James
  • Very well laid out and focused on giving us an understanding of topics. Very knowledgeable instructors. Toronto May 2017

    Kyle Monkman Investors Group
  • Real life examples and interesting stories to apply the concepts. Clear illustrations of the concepts. Steve is always engaging and entertaining, knows the content inside out and is never stumped by confusing questions. Vancouver, May 2017

    Sam Rosmus TD Wealth
  • I passed my CFP; first attempt. I had a wonderful experience with Foran. All the instructors were brilliant. Toronto, May 2017

    Minoo Shahriari CI Investments
  • Content was really well delivered and easy to understand. Toronto, November 2017

    Kari Wolfenson TD Wealth
  • I appreciated the different instructors who specialized in certain areas. Toronto, November 2017

    Andrew Tachauer Investors Group
  • The instructors’ passion for the material was amazing. Toronto, November 2017

    Jennifer Taylor RBC
  • Gail is amazing. I learned so much from her sessions and that alone was worth the money. Gerry was also very good – made things easy to understand. Doug is such a character and he really knows his stuff. Ron really cares about making sure everyone gets it. Toronto, November 2017

    Karissa Binns SunLife Financial
  • Quality of instruction was absolutely superb! Toronto, November 2017

    Elliot O’Neill Mackenzie Investments
  • Steve was engaging, patient and clearly enjoyed teaching. All together made the content more positive to learn in a fun way. Clear explanations and amusing examples from POP Culture and real life experience. Steve made complex concepts easier to fully understand. Vancouver, November 2017

    Jen Underwood Vancity
  • This workshop is fantastic. While the week was overwhelming with the amount of content covered, I am confident that I am set up well for the exam based on this workshop. Toronto, November 2017

    Cindy Caravan RBC
  • Brought clarity to my study process. Made concepts easy to understand. Combined both technical and practical to gain a better understanding of the overall material. Vancouver, November 2017

    Tim Rowan Investors Group
  • I found the part on taxation easy to understand and extremely helpful. Gail has the ability to make a hard subject easy to listen to and understand. Her presentation skills allow the group to remain on task. Toronto, November 2017

    Dana Hicks TD Wealth Financial Planning
  • Very knowledgeable instructors, well taught, long but worth it! Toronto, November 2017

    Charles Min Investors Group
  • All the instructors were so knowledgeable. I have taken 3 courses with Foran now (WME, FPSC1, and CFP and been successful for all exams so far. The courses really reduced the stress because you felt well prepared for the upcoming exams. Also instructors really care about our success. Toronto, November 2017

    Angela Lytle TD Financial Planning
  • The days flew by. Very interesting, and I was never bored. Steve added humor and was so knowledgeable. Vancouver, November 2017

    Tara Ennevor Rogers Group Financial
  • Gail’s pace and style were fantastic! Content was excellent for all presenters. November 2017

    Laura Southall Assante
  • Each instructor was extremely knowledgeable and very thorough. I feel extremely prepared after the 5-days. Toronto, May 2018

    River Hatt Scotia Wealth
  • Concise, full binder that will be my bible of study for the next month. I want to tell everybody I know how valuable this course has been for me. All four teachers are outstanding and walking encyclopaedias of a wealth of knowledge. Thank you. Toronto May 2018

    Lauren Teevan RBC
  • Reference material and flow if workshop was excellent. All instructors were excellent and as a student it was an honour to have such experienced professionals share their knowledge. Toronto, June 2018

    Carolyn Moore BMO Wealth Planning
  • Content covered and detailed examples were excellent and the sample exam questions and case studies were the best.  Ron Foran is an incredible source of knowledge and his delivery is very easy to understand. Toronto, May 2018

    Alastair McKenzie Investors Group
  • Practice questions and case studies, practical analysis and application of concepts, formulas and calculations. Toronto, May 2018

    Alfredo Di Somma ProBenefits Consulting Inc
  • The cases and material provided were and are very helpful in preparing for the exam. Toronto, May 2018

    Joe Arruda Ontario Pension Board
  • The flow of the course tied together all aspects. The sample case studies are well created. Toronto, May 201

    Darryl Martella Educators Financial Group
  • Doug is a wealth of knowledge and experience. Loved his real world stories related to the various topics – helps me remember. It helped me to focus and get through the program quickly and easily. April 2016

    Scott Simmons TD Wealth
  • Phenomenal. Very thorough. Extremely knowledgeable. Did an unbelievable job of breaking down the content. April 2016

    Ryan Hogan TD Insurance
  • I am just letting you know that I passed all four elements of the provincial LLQP exam handily. I found the provincial exams easier than the practice tests provided in the Foran program and the Advocis LLQP certification exams. I thank you for your sage advice and insights as I prepared for the exam, it was much appreciated. March 2016

    R. Ross Wace
  • A very detailed review of materials to amply prepare for Provincial exams. What did I like best about the program? The teacher Doug, and learning as a group. June 2017

    Andrew Thompson Canadian Sales Director, MetLife
  • Doug was an excellent instructor. He did a great job explaining difficult concepts. He related the material to real life occurrences. He was energetic, happy to receive our questions and was very personable. A lot of material to cover, but the materials were well organized and tests were very helpful. The layout and format of the materials made rules and concepts easier to understand. June 2017

    Gretchen Wojahn MetLife Worldwide (Expat)
  • Instructor was wonderful – answered all questions with ease and clarification. Makes sure you understand. August 2017

    Sarah Finateri Scotia Wealth
  • Doug was a great instructor. His on board examples were very helpful. Would definitely take it again! Hopefully I won’t have to. August 2017

    Joe Auger MDM Insurance Services
  • Doug came highly recommended and did not disappoint. Doug Planche lived up to the billing. The workshop helped reinforce the material. Effective in the retention of the data in order to attain your license. I liked the team environment being able to bounce ideas and concerns off folks who are in the field going through it. August 2017

    Jeffrey R. Welsh Cooperators
  • Doug really knows his stuff. The workshop is a great way to talk through the course content with other individuals with varying degrees of knowledge instead of trying to learn it on your own. August 2017

    Jennifer Shaw Benefits By Design
  • I would rate Doug an 11 (out of 10) if I could. Very knowledgeable about the subjects but was able to explain this at a level I could follow so that eventually I could grasp it in full. Workshop turned a mountain into a hill and even paved the road for you. Helped me a ton; I had passed three out of four qualifying exams already before leaving. The workbooks were extremely beneficial to review before the exams. Thanks Doug! October 2017

    Dave Bryson RBC Dominion Securities
  • Doug is very knowledgeable in this industry. I was very impressed with his knowledge and willingness to stay after (class) or on a break to answer questions and help. I am very glad I had a chance to participate in Doug’s class. December 2017

    Ricky Vincentini
  • Extremely knowledgeable. His use of examples and real events helped me understand the material. April 2018 with Sam Albanese

    Jaclyn Gostick
  • Instructor extremely knowledgeable. Workshop very informative, learned a lot and practical as well. Great summary of materials. April 2018 with Gerry Ramos

    Jaclyn Gostick Nicol Insurance
  • Great explanations of complex concepts – these will save a lot of time on the exam. Ron knows (the) material very well – is able to provide shortcuts that will help on (the) exam. April 2013

    Richard Belding CI Investments
  • Very informative; takes material and presents it in clear, easy to understand terms. (Trainer) very helpful, took the time to answer questions; used real life examples. DFOL class, January 2013

    Maryann Delfin Compliance Officer, CFI
  • Thorough. Ron is awesome and explains the material in amanner that is clear and concise. Liked the practical application of material through quiz questions along the June 2014

    Maria Mantzois TD Wealth
  • Very Thorough and very knowledgeable. June 2014

    Rochelle Wilson CIBC Wood Gundy
  • Ron said he would break down the information and build our knowledge back up in easy to understand ‘blocks.’ That is exactly what happened! And it all flowed one block on the next extremely well. Thank you! December 2017

    John Ridd BMO Nesbitt Burns
  • I find that Ron’s approach to learning is quite practical for servicing my client’s needs. Consider any program that you enroll in at Foran as a direct investment in your business. November 2016, PMT

    James M. DiCenzo Investment Advisor, IA Securities
  • Very well suited to experienced industry professionals – topical, easy to relate to content but concepts clearly explained and illustrated. Instructor was concise, clear and obviously experienced – knows the purpose of this exam for most of us taking the course. Focus on material needed for testing success, rather than the entire body of material. November 2016 IMT

    Paul Harrison National Bank Financial, Calgary
  • Ron, really well done. I’m sure you’ll see me again for additional requirements. June 2017, PMT

    Gary W. Gorham RBC Dominion Securities, London
  • Keeps the complex very manageable. The short cut formulas are great. Process is excellent for a diverse knowledge group. Exam preparation notes are great. I feel well prepared for the IMT (exam) now. Thanks Ron. June 2017, IMT

    Scott McElligott Connor Clark & Lunn Private Capital
  • This is great, it equips me with various study tools that are vital in helping me learn the materials and recall information when needed .The trainer was very good and with lots of patience. I would highly recommend this to anyone planning to take an exam.

    R. F. Financial Advisor
  • Very useful. The course met my expectations. I've got useful tips and information I can use myself and also to help my kids.

    Luis Flores CIM Investment Advisor
  • I felt this was a very informative course that will not only help me but my children as well! I will share my knowledge with others. Our teacher is a wealth of information . Very interesting.

    Yvonne Weatherall Financial Advisor
  • Learned a new way of approaching how to study. Feel confident about starting the CSC course. Make an investment in yourself before you start studying. It is well worth the time. You will feel more confident.

    Sheilane Charlton Financial Administrator
  • Really enjoyed the course. Wauneen is a great instructor. I have a great plan to take studying for CFP. For hands on learners (instructor) has great techniques - lots of stimulation, gets you excited to actually study!!

    Lindsay Fothergill Financial Planner
  • Excellent. I learned better techniques to help me be less stressed. Please attend (Study Smart) with your family. You will learn and understand how your children learn. You will communicate better with them (as well.) Entertaining training.

    Manish Kanani Financial Advisor
  • Just fantastic. I will be happy to refer this to people. A great way for your children to get it right from the start.

    Paul Franch V.P. Industrial Alliance
  • Really enjoyed the day. Learned a great deal. Would really recommend this program (for anyone) having a hard time studying and writing exams.

    Noreen Novak Insurance Broker
  • One of the best courses I have ever taken. The trainer was a huge help in figuring out my problem (strategy for) in learning. Take it! This (program) will open your eyes. Attended as a High School Student

    Jessy Franch
  • The trainer and the training were great and gave me some really awesome study tips. Do it (take the course) soon - before and exam. It'll give you good ideas that you can use right away. Attended when a University Student

    Maya Kanini
  • Excellent material, very helpful, well organized, (trainer) availability and willingness to help. Definitely take it if you are looking to improve your study skills. ” Attended when a University Student

    Alexander Hall
  • Sam was fantastic! Always on time and great teaching style. September 2018

    Don Monteith
  • Great seminar. Learned a lot of information during the 5-day course. The instructor was extremely knowledgeable and was able to answer all questions. Liked best? How much fun it ended up being - instructor was great. September 2018

    Kaitlin Georges Firstbrook Pointon Benefits Consulting
  • Gary had a very relaxed but very informative way to each the materials. Clear and easy to follow. came out with a much better understanding. Long three days but worth it. Recommend for anyone writing the CSC.

    Matt Jong
  • Great seminar! Helped make things clear and easy to understand. I'm more confident taking the exam. Good tips gave me a better understanding of the content. Gary was easy to understand and interesting to listen to.

    Leanna Simoes RBC Dominion Securities
  • The instructors are all fantastic! Gail is unbelievable in particular however they are all great. It's a good pace and lines up well with my learning style. I used it for FPSC1 and credit my success mainly to the class. Toronto, November 2018

    Mitchell Shields Ian Murry Insurance and Financial Services
  • Excellent workshop. Very helpful. I found the material to be helpful and very organized. Great teachers. I believe this will definitely impact the outcome of my exam. Toronto, November 2018

    Lisa Beutel Sun Life
  • 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
  • Very well organized and easy to understand. Ron, your seminars are extremely helpful to learn (simplify) the material. October, 2018

    Quinn Sherdahl Scotia McLeod
  • Sam was very knowledgeable. He did a great job of teaching the course and provided many examples throughout. Very thorough and lots of important information. October 2018

    Kara Ngo The Cooperators Insurance
  • I came to this seminar not having read any of the material. I had a base from work Cooperators) and having this course has helped me understand a lot more than I expected. The book supplied to us is a great plus! And the quiz questions. I'm very thankful to be able to attend this seminar. October 2018

    Nathalie Denis
  • Enthusiastic instructor made the course material relatable and understandable. Amazing scope of material covered in 3 days, that I never would have absorbed on my own. Many real world, relevant examples that made complex topics understandable. Highly recommended. October 2018

    Charlene Haynes IG private Wealth Management
  • Excellent presentation of material. Gary had a wonderful way of presenting information in a relevant and interesting way. I liked the pace, materials and examples. October 2018

    Michelle Ligori Managed Wealth Solutions of Aligned Capital
  • Very effective in preparing me for the exam. Focused on what the exam could be asking. October 2018

    Tim Butler IG Wealth Management
  • Seminar was in depth, thorough and precise. I enjoyed the way the teachers painted a picture, and the story telling of examples. November 2018

    Frederick Montilla Harbourfront Wealth
  • Very worth while use of time! I would recommend this course to those that need a distraction free environment to absorb the course content. Ron and Gerry breathe live to the text book materiel. Examples of questions and answers, visuals, Ron repeating points so we could write things out, being clear on what is important for exams. Thank you! November 2018

    Nicole Brookes Edward Jones
  • Great seminar. I have a more thorough understanding of the WME material and feel well prepared for the WME2 exam. Instructors are very knowledgeable and have very effective communication skills. Great learning environment. November 2018

    Steve Leighton
  • Amazing - helped with understanding and organizing of material. November 2018

    Raffaela Bilotta Butera CIBC
  • Great, I will be back in the future for a CFP seminar.  Thoroughly enjoyed the course, the instructors knowledge/expertise. November 2018

    Dan Keeping Assante
  • Instructor was wonderful. Made learning fun and concepts initially difficult, elementary. Would highly recommend the course. November 2018

    Marisa Cobuzzi MD Management
  • Liked best about the workshop: Structured across all academic topics; well covered by all instructors; Very useful in preparation for exams; excellent preparation workshop - thank you! November 2018

    Shayam Mehta CIBC
  • I came into this workshop to fill in gaps I needed a better understanding of. What I got was so much more! The instructors are amazing ... with the amount of study material, study tips and case study reviews, I highly recommend this workshop. November 2018

    Tara Forget RBC
  • Very interesting, very detailed. Ron is very well spoken, I know I appreciated putting the book in clear, easy to understand terms and examples. August 2018

    Jodie Boverhof HollisWealth

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