Corporate Training and Customized Programs by Foran Financial Institute

  • Designed and delivered a LLQP Accident & Sickness Exam Preparation Seminar for RBC Travel Insurance (2004)
  • Provided Partners, Directors and Senior Officers training for Canaccord Capital Corporation in Calgary (2004)
  • Trained RBC Action Direct advisors for their Derivatives and Options Licensing Exams (2004)
  • Conducted Life Insurance Level II training for HSBC advisors in Vancouver and Toronto (2004)
  • Provided training for CIBC Wood Gundy adivsors in LLQP and Life Insurance Level II (2004)
  • Developed an Insurance Training Course for TD Waterhouse Financial Planners which is delivered across Canada (2001-2004)
  • Trained State Farm Agents to achieve their mutual fund license (2000-2003)
  • Conducted Partners’, Directors’ seminars on-site for companies such as National Bank Financial Corp, Merrill Lynch and HSBC (2003)
  • Providing Life Insurance Level II training for CIBC Woody Gundy Investment Advisors across the country (2002-2003)
  • Trained established RBC Dominion Securities Investment Advisors to achieve their CIM designations (2002)
  • Conducted Life Insurance Level I licensing and Life Insurance Level II training for Yorkton Securities Investment Advisors in Vancouver and Alberta (2002)
  • Trained IPC Advisors to pass the Life Insurance Level II examination (2002)
  • Delivered a customized New Entrants seminar for US Morgan Stanley equity traders (2002)
  • Provided customized Life Insurance Level I training for ARK e-Tail Representatives (2002)
  • Designed case studies and training for HSBC Securities New Advisor training program (2002)
  • Trained State Farm Agents to achieve their mutual fund license (2000-2002)
  • Developed an Insurance Training Course for TD Canada Trust Financial Planners and delivered across the country (2001-2002)
  • Developed and taught CFA Level II Train-The-Trainer program for the New York Institute of Finance based on Foran CFA Study Notes and lecture materials (2001-2002)
  • Conducted Canadian Securities Seminar for Investors Group Advisors (2001)
  • Provided CIBC Wood Gundy Investment Advisors’ Life Insurance Level I licensing training (2001-2002)
  • Conducted Investment Funds Seminar for Co-Operators Agents (2001)
  • Designed a 90-day Investment Advisor Training program for HSBC Securities (1999/2000)
  • Trained Edward Jones Investment Advisors on Professional Financial Planning (1999/2000)
  • Conducted Investment Management Seminar for TD Evergreen (1999)
  • Trained approximately 400 life agents at Clarica to pass the IFIC Mutual Funds Exam (1999)
  • Conducted Investment Funds Seminar for Canada Life Agents (1999).
  • Provided training services and materials to CIBC Wood Gundy Inc. in respect to insurance and financial planning courses
  • Provided Train-The-Trainer sessions on mutual funds to Surrey Metro Savings (1998)
  • Obtained strategic alliance with Investors’ Group as educator on securities courses to their employees (since 1997)
  • Conducted training sessions on financial markets for Mackenzie Financial (1998)
  • Obtained contract to supply Primerica with educational materials in respect to required regulatory courses on insurance (since 1997)
  • Conducted financial education seminars to Manulife Pension salespeople (1997)
  • Developed case studies for Nesbitt Burns Executive Training Program (1996 / 97)
  • Provided mutual funds Branch Manager Training Seminars for the Institute of Canadian Bankers across British Columbia (1996)
  • Presented mutual funds training across Canada for Manulife Financial (1995 / 96)
  • Provided mutual fund training and product knowledge training for Standard Life across Canada (since 1994)
  • Developed securities education program for the Crocus Investment Fund, a Manitoba based labour sponsored venture capital fund (since 1992)
  • Provided comprehensive mutual funds training program for the Credit Union System across Canada (1992 / 93)
  • Provided public seminars on mutual funds sponsored by the Toronto Stock Exchange and the Investment Funds Institute of Canada (1991 / 92)
  • Provided mutual funds training and update seminars across Canada for the Institute of Canadian Bankers (since 1991)
  • Cosponsored Bay Street Meets Wall Street conference with the New York Institute of Finance (1990)
  • Provided regulatory and compliance advice for the Bank of Montreal. In addition FFI designed and developed a mutual funds course for the Bank, which was delivered to over 1000 employees (1987 / 88)

Call 1-800-565-0374 to discuss your organization’s requirements – we will be pleased to assist you or be your strategic partner in helping achieve your training objectives.

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