Welcome
Foran Financial Institute was founded in 1987 and is regarded by many industry insiders as the number one independent educator for the financial services industry in Canada.
Foran earned this reputation by having excellent staff instructors, an incredible support team and an enviable list of associate instructors who are leaders in their professions.
Support seminars are provided on a regular basis by Foran Financial Institute and are based on the following Courses and Programs:
Upcoming Foran Programs And Seminar Dates for July to December 31, 2025
Foran Canadian Securities Course (CSC®) Volume 1 
July 18-20, 2025; September 16-18, 2025; November 7-9, 2025
Foran Canadian Securities Course (CSC®) Volume 2
August 19-21, 2025; October 3-5, 2025; November 18-20, 2025
Foran Certified Financial Planner (CFP®) Program 
September 15-19, 2025
Foran Derivatives Fundamentals and Options Licensing (DFOL) Course
Private Seminars offered on demand
Foran Investment Management Techniques (IMT®) Course
October 20-23, 2025
Foran Partners, Directors and Senior Officers (PDO®) Course
October 6-8, 2025; December 1-3, 2025
Foran Portfolio Management Techniques (PMT®) Course
September 24-26, 2025; November 26-28, 2025
Foran Wealth Management Essentials (WME®) Course
September 8-12, 2025; November 17-21, 2025
Foran also offers the Foran CFP® Examination Preparation Self Study Program.
Order the Self Study Package
Note: All Foran seminars, except the preparation seminar for the CFP®Examination, are based on courses offered by the Canadian Securities Institute (CSI). The CFP® Examination is offered by FP Canada Standards Council.
The Canadian Securities Institute (CSI) and FP Canada/ FP Canada Standards Council do not endorse or sponsor the Foran Seminars.
Please note:
CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP Flame logo® are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). FP Canada is the marks licensing authority for the CFP Marks in Canada, through agreement with FPSB.
Important Note: Effective January 1, 2026 there will be significant changes in licensing requirements under CIRO rules. Courses and exams offered by the Canadian Securities Institute (CSI) will be accepted by CIRO for licensing purposes if you register for the applicable course with the CSI by December 31, 2025. You must then pass the required exam(s) by the end of 2026.
Commencing January 1,2026 new courses and applicable exams will be required by CIRO for licensing purposes. The student will be provided with a course syllabus for the new course and will then be required to do independent research to learn the material (no course text is provided).
If you are required to pass exams to get licensed with CIRO, we strongly recommend that you sign up for the existing CSI courses by December 31, 2025 to get licensed under the current rules.
For more information contact Foran Financial Institute and/or CIRO directly.