Foran 5-Day Exam Workshop for CFP Examination

I would like to say thank you very much for the amazing CFP prep seminar in September 2024. I'm happy to share that I got my CFP results today and PASSED it. I used the 600+ questions after the seminar to review and study and continued to review the seminar material. (As suggested) I also went to the library quiet study area for 2 hours for the next Saturdays leading to the exam to try and simulate the exam setting/sitting which was extremely helpful for me as I would feel very anxious at every exam sitting. Thanks for your long hours of teaching. Yes they were long but hard work pays off...THANK YOU!! Sept 2024  

Liked the attention to detail and explanation of financial math and other topics that are critical for exam success. This exam prep workshop is very helpful for working professionals who cannot commit long hours to study. Ron has compiled a great amount of resources that can help (one) pass the CFP exam. Sep 2024

Great prep, learning a lot, Ron has an exceptional teaching style and you can tell he has put a lot of effort into it. Sept 2024

Long days but Ron really knows his stuff. The course is laid out in a logical progression through the Body of Knowledge. The Foran in-class materials are well summarized and provide excellent case studies that mimic CFP exam questions. May 2024

Clear breakdown of material using visuals on the white board. Better explanation of formulas than my CSI textbooks because alternatives to calculate and 'whys' were given. The materials to take home were invaluable to continue studying. May 2024

In depth analysis and very well explained material. Thorough and worth attending! May 2024

On point and always referencing the what and how this material can be useful for the exam. May 2024

I liked Ron's knowledge and how he explained hard topics; his willingness to take questions during breaks. He kept us entertained, he's a funny guy. Also one of the most knowledgeable people I ever met! May 2024  

The seminar was very well structured, totally worth the 5 days spent here. Ron is a rock star – incredibly knowledgeable and very well informed on changes surrounding the exam. His expertise clarified complex concepts. So happy I did this. January 2024

Ron it has been an excellent week. It may be long days but designed to cover all the material. Very thorough with examples. Your jokes and personality added more fun with the class. January 2024

I enjoyed the way Ron explicitly explained the concept behind the theories of the content of the program. Specifically, the way he would use real life examples, and the use of the white board to make it more visual. May 2023

Great use of memory techniques. The manner in which the content was delivered helped to make it memorable. The breadth and depth of knowledge was impressive and invaluable. I feel significantly more confident after taking the course, in writing the CFP. Thank you Ron, Doug and Gary. September 2023

Quality instructors. Teachers are not only extremely knowledgeable, but they also know how to teach and keep dry material interesting. May 2022

Ron's teaching approach is wonderful. Not only is he very knowledgeable, he is intentional with the way (words) he explains topics. He's sensitive to the audience and keeps a good pace. Super funny too! 100% recommended. May 2022

Focus on the required study materials for the exam. Extra time given to teach the material. Fast pace was great as there was a lot of material to cover. Very straight forward teaching concepts. Thank you! May 2022

Detailed and easy to understand. Materials are nicely organized which makes studying much simpler. May 2022

Lots of good examples. Very visual. Binders are great. Focus on what is really important. May 2022

Instructors were well organized, very knowledgeable and are excellent at explaining the content. May 2022  

The instructors are amazing, wealth of knowledge and clearly experts in their field. They did a great job of condensing and incredible amount of material and staying focused on the purpose of the course - the exam. The study material is excellent as everything is summarized in one place. November 2019

The workshop took my knowledge to the next level. With the extensive case studies, knowledgeable instructors and detailed notes it increased my confidence for the exam. I was referred by many of my colleagues to take this, and it is going to save me study hours. November 2019

Content was extremely relevant. The ability to learn via instructor while applying the leanings practically with examples, case studies quizzes. Instructors ensuring questions asked are relevant to the topic/exam and Gail did an excellent job of setting the expectations from the beginning. November 2019

Liked best: The coverage of the material! It was an awesome course. Toronto, November 2019

Liked best? Complete review of a massive amount of material. Interacting with subject matter experts is really valuable. Toronto, November 2019

Instructors are extremely qualified and excellent. These are long days and the instructors make it seem the opposite. They prepare you for the exam and give you insights as to what to expect. November 2019

A deep dive, 50+ hours of focused and clear review of the material. Helped to focus my studying and highlighted areas I need to focus on. Instructors were all experienced and charismatic which helped keep the long days interesting and fun. November 2019

Very in depth. Helped a lot with tax and estate knowledge. Helped clarify my knowledge in areas that I thought I know very well, like ABP, CPP/OAS, life insurance. Toronto May 2019

I feel more prepared for the technical knowledge of the exam. Instructors related the material to real life scenarios making it easier to understand and apply. Toronto May 2019

Having concepts explained really helped with reinforcing the knowledge. Especially the math equations, tax and insurance. Toronto May 2019

Sam was very interesting and informative. He was detailed and answered all of the questions clearly. I also appreciate the acronyms and learning devices Ron gave us to help with memorization. I really loved the number of case studies and questions provided for us to review before the exam. Toronto May 2019

Very detailed. Knowledgeable in all the areas. Loved doing sample case studies. Having different people teach was very interesting and mixed things up. Happy to have done it and gotten all the practice questions. Days were very long; of course they needed to be. Toronto May 2019

So much amazing and helpful information, I feel so prepared. Exam tips and tricks, memory aids, study binder, high quality of instructors. Toronto May 2019

I think that this was a course I should have taken 4 years ago, but I wasn't aware of it. Steve adds the right presentation techniques and humor. Classrooms always add value; the ability to ask questions and and fact that Steve was accessible to answer in person. Thank you. Vancouver May 2019

Having different instructors helped to keep the content energizing. It is clear that each instructor is an expert in their respective field. Very valuable knowledge! Also the binder is great. Toronto May 2019

I loved the boot camp option to spend 1 full week of review, exam tips and practice questions. I feel very well prepared for the upcoming exam. All instructors were excellent. The variety of presenters and presentation styles was nice. I would highly recommend this prep course to anyone scheduled to write their CFP exam. Toronto May 2019

I'd like to thank everyone at Foran for the amazing course in November. I'm happy to say, it helped me pass the CFP exam! I had written the exam a few times before and Foran was just what I needed to push me over the top. Toronto, November 2018

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

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

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

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

The cases and material provided were and are very helpful in preparing for the exam. Toronto, May 2018

Practice questions and case studies, practical analysis and application of concepts, formulas and calculations. Toronto, May 2018

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

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

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

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

Gail’s pace and style were fantastic! Content was excellent for all presenters. November 2017

The days flew by. Very interesting, and I was never bored. Steve added humor and was so knowledgeable. Vancouver, November 2017

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

Very knowledgeable instructors, well taught, long but worth it! Toronto, November 2017

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

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

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

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

Quality of instruction was absolutely superb! Toronto, November 2017

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

The instructors’ passion for the material was amazing. Toronto, November 2017

I appreciated the different instructors who specialized in certain areas. Toronto, November 2017

Content was really well delivered and easy to understand. Toronto, November 2017

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

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

Very well laid out and focused on giving us an understanding of topics. Very knowledgeable instructors. Toronto May 2017

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

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

Great teacher, thanks for making it so interesting and funny. Vancouver, May 2017

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

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

I appreciated the willingness of all the educators to answer all questions and still stay on time with the material. Toronto November 2016

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

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

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

Lots of practice material and case studies for further review. Knowledgeable educators. CFP Toronto November 2016

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

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

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!

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

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

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

The best way to prepare for the CFP examination. I recommend this program to everyone! November 2014

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

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

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,

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

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

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!!

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

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

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

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

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

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

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