CFP® Examination Preparation Products

Foran offers a set of four books for CFP Candidates preparing for their FPSC1 and CFP exams. The set includes two note books and two quiz books and may be purchased separately or in the set.

Foran CFP® Note Books for FPSC1 and CFP Candidates

Summary: Books One and Two cover material stated in the FPSC® Level 1 and CFP syllabus set out by the Financial Planners Standard Council (FPSC). These notes explain important concepts in simplified terms with numerous examples and covers key terminology. Memory aids are provided in the notes to make recall easier for students.

Foran CFP® Quiz Books for FPSC1 and CFP Candidates

Summary: Books Three and Four provide comprehensive quiz questions for the FPSC® Level 1 and CFP syllabus set out by the Financial Planners Standard Council (FPSC). These quizzes will test your knowledge of important concepts, skills and applications.

COMPLETE SET:

Investment: $425 plus shipping and handling. HST will be applied to all orders shipped within Canada.
These books have been updated for 2018. Please include a business shipping address as a signature will be required on delivery.

Place International Orders by phone please as shipping costs vary.

Order Online

The Foran Financial Books for FPSC Level1 and CFP Candidates can also be purchased by phoning 1-800-565-0374.

Foran FPSC 1 and CFP Exam Preparation Notes Book One and Two

BOOK ONE:  Topics covered include:
Financial Planning / Insurance
Taxation / Money Management / Sundry Topics
Estate Planning / Trusts / Family Law

BOOK TWO: Topics covered include:
Mathematics of Investments / Investments

BOOK ONE & BOOK TWO

Investment: $300 plus shipping and handling. HST will be applied to all orders shipped within Canada.

All Foran FPSC1 and CFP materials are final sale. No returns accepted.

These books have been updated for 2018. Please include a business shipping address as a signature will be required on delivery.

Place International Orders by phone please as shipping costs vary.

Order Online

The Foran Financial Books for FPSC Level1 and CFP Candidates can also be purchased by phoning 1-800-565-0374.

Foran FPSC 1 and CFP Exam Preparation Quiz and Answer Books Three and Four

BOOK THREE: Topics covered include:
Financial Planning / Insurance
Taxation / Money Management / Sundry Topics
Estate Planning / Trusts / Family Law

BOOK  FOUR: Topics covered include:
Mathematics of Investments / Investments

BOOKS  THREE AND FOUR:

Investment: $200 plus shipping and handling. HST will be applied to all orders shipped within Canada.

All Foran FPSC1 and CFP materials are final sale. No returns accepted.

These books have been updated for 2018. Please include a business shipping address as a signature will be required on delivery.

Place International Orders by phone please as shipping costs vary.

Register Online

The Foran Financial Books for FPSC Level1 and CFP Candidates can also be purchased by phoning 1-800-565-0374.

Foran Case Study Challenge for FPSC1 and CFP Candidates

This book is still being updated for 2018.
The Foran Case Study Challenge for the FPSC Level 1®Examination and the CFP®Examination candidates is designed to help you prepare for the case studies on your exams.

The Foran Case Study Challenge consists of 23 case studies and 375 questions.
The case studies will test you on your ability to apply your knowledge to specific scenarios. The cases will test you on the Examination curriculum including: tax planning; estate planning and legal aspects; insurance and risk management; investment planning; retirement planning and financial management.

Each case study has a theme. One case study might focus on taxation planning, while another might focus on investment planning or risk management. The Foran case studies provide ample questions pertaining to taxation, investments, risk management (insurance), retirement planning and estate planning, along with the other areas in the curriculum. Solutions and rationales are provided.

For each case study we recommend that you quickly peruse the material in the case study including headings, the net worth statement and the cash flow estimate. Then read the questions to determine what the focus is: taxation; insurance; investments; estate planning; etc. Then read the case seeking the specific information to answer the questions.

Investment: $175.00 plus shipping and handling. HST will be applied to all orders shipped within Canada. Please include a business shipping address as a signature will be required on delivery.
Place International Orders by phone please as shipping costs vary.

Order Online

The Foran Financial Planning study materials may also be purchased by phoning 416-947-1922 or 1-800-565-0374.

All Level 1 and CFP products are final sale.

FFI is not associated with the Financial Planners Standards Council (FPSC). FPSC is not sponsoring or recommending FFI study materials.

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