Foran Case Study Seminar for CFP® Candidates

Foran Class Code: CFPC1

Foran’s 1-day Case Study workshop for CFP Candidates focuses on application, how to apply the technical skills and knowledge.

Registration in a current Foran 5-day seminar for the CFP exam is a prerequisite for this workshop.

The workshop will assist Candidates with various methods for approaching case study exams.

Content:

Students will be given an opportunity to review several case studies during the course of the day, followed by a thorough discussion of each one.

The instructors will highlight how to recognize important information and disregard irrelevant information in the cases. Time management techniques and methods for recognizing distracters will be discussed.

This workshop provides students with an excellent opportunity to integrate knowledge gained through through the 5-day seminars and consolidate their learning.

Dates:

Toronto

TBA

Vancouver

TBA

Please note: Seminars are currently on hold due to Covid restrictions.

New registrations for fall will be accepted through the website after restrictions have been lifted.

To be fair to all students registrations are accepted on a first-in-first-confirmed basis.

Hours:

Toronto 8:30 a.m. – 6 p.m.

Vancouver 8:00 a.m. – 5:00 p.m.

Investment: $350 + Tax

NOTE: Enrollment in 2021 a Foran 5-day Exam Preparation seminar  for the  CFP exam is required for enrolling in the Foran Case Study Seminar.

  • Registrations will only be taken through the website and will be processed in the order received.
  • Registrations placed through the website include the order number,  date and time of the request.
  • We welcome your questions before or after you register. If you’d like to be contacted please email your request with a call back number. Once the office is able to open, you may reach us at 800-565-0374 or 416-947-1922

We welcome your questions by telephone and email before or after you register. Call us at 800-565-0374 or 416-947-1922

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.

Toronto Seminar

Register Online

Vancouver Seminar

Register Online

Or call us at 416-947-1922 or 800-565-0374

Total CE Credits Earned: 8
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.

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

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

    Angela Lytle TD Bank

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

    Blaise Morin CIBC Wood Gundy

  • 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

  • Cases and case review, overall really great prep and great day. Toronto May 2017

    Liisa Tatem

  • Productive, useful, helpful, thank you very much! Toronto May 2017

    Elena Shatravka Investors Group Financial Inc.

  • 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

  • Good range of questions based on content and difficulty. November 2016

    Mario Di Clemente BDC Financial Services

  • Case workshop was fabulous. May 2016

    Ramsey Halon Freedom 55 Financial

  • It was awesome - clear, concise! May 2016

    Laura Peterson Paul J. Greene & Co, HollisWealth

  • 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

  • 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
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