Foran Wealth Management Essentials®

Great information, the binders and test quizzes. The experience and expertise is reassuring. WME October 2023

Quiz workbook, memory aids, the way Ron taught the class was done very well. He is a book of knowledge and I really appreciate learning from him. WME October 2023

Thank you!! This has been really great and I’m glad I took time to do this seminar. WME October 2023

There was a significant amount of additional study material provided as well as a ton of additional quiz material. Trainers took the time to focus on material that required additional deep dive. This was a focused $ outcome driven class and Ron and Gary gave as much time to the class as was asked of them to ensure you would leave the class Friday feeling confident in the material discussed. WME October 2023

Ron was amazing. Thank you for giving me a great foundation! I feel less stressed, prepared and excited for my exam. I want to return to do PMT in the future. WME July 2023

Great interaction and engagement that enhanced the understanding I had throughout the five days. WME July 2023

I will do every future course with Foran Financial. Ron is a fantastic instructor who explains all concepts clearly, concisely, and easy to remember. You will never forget any of Ron's famous memory-aide acronyms. Gary was great. Ron is the O. G. - never think otherwise, but Gary was a great instructor and it was nice to have a fresh face on day 5. November 2022

Thank you very much for holding this course with a small group. Truly grateful. Excellent teacher! What I liked best? All of it! The content was relevant to the course, and I liked the focus on the WME content and not getting into the weeds. November 2022

Great as always. Best part: the step-by-step breakdown of concepts, calculations, doing problems and repetition. I will be back. Thank you. June 2022

Well worth the expense. (I'm) a lot more confident about passing the exams. June 2022

A lot of my 'why's' were answered, which cleared up the concepts. Best? Clarity on the calculations and concepts. June 2022

Excellent, would recommend to my friends. Detail and concepts clear. December 2019

This seminar is so helpful for comprehension of the course material. Ron and Gary liven up dense data-based information and make it interesting, understandable and easy to remember. December 2019

Ron and Gary were an absolute treasure of information. The course gave me tons of perspective on the WME.  All the examples shared were relevant, practical and easy to understand and relate to the information. I highly recommend this seminar. December 2019

Excellent as always. This was my 5th Foran Course and I cant believe how helpful they continue to be. All of the information is presented so clearly so it is easy to understand. So much information fit in 5 days. September 2019

Great seminar. Put a lot of the material in understandable everyday language. September 2019

Wish it could be longer. Clarified lots of things that you wouldn't understand when reading the text book. Liked best? The  memory aids, and the way concepts were explained. Great class. Toronto May 2019

Very clear explanations and well organized notes. Toronto May 2019

Excellent Instructors who made things much easier to understand. Clear materials, very well organized, interesting teachers. Thank you! Toronto May 2019

Very valuable seminar. Help students to understand the complex materials in a much easier way. Toronto May 2019

I work at Harbourfront Wealth Management Calgary Branch. I studied WME on my own and took  exam 1 twice. My marks were ranging between 50-56%, and I was told that exam 2 was even harder than the first.  I knew I was down to my last attempt with WME exam 1, so decided to invest in the WME course that Foran Financial offers. I booked my flight and headed to Toronto. Ron and Gerry were super hands on and super easy to understand, they equipped me with what I needed for the exam. On my 3rd attempt on WME exam 1 my mark was 75% and on my WME exam 2 my mark was 80%. I will be booking with Foran Financial for the IMT and PMT courses for the CIM designation. I highly recommend Foran Financial! To our success! November 2018

Great, I will be back in the future for a CFP seminar.  Thoroughly enjoyed the course, the instructors knowledge/expertise. November 2018

Amazing - helped with understanding and organizing of material. November 2018

Great seminar. I have a more thorough understanding of the WME material and feel well prepared for the WME2 exam. Instructors are very knowledgeable and have very effective communication skills. Great learning environment. November 2018

Very worth while use of time! I would recommend this course to those that need a distraction free environment to absorb the course content. Ron and Gerry breathe live to the text book materiel. Examples of questions and answers, visuals, Ron repeating points so we could write things out, being clear on what is important for exams. Thank you! November 2018

Seminar was in depth, thorough and precise. I enjoyed the way the teachers painted a picture, and the story telling of examples. November 2018

In an industry and time where professional expectations from our clients and industry regulators are quite demanding, I feel that the courses offered by Foran are invaluable. We have so little time to study and absorb the course material on our own. The classroom setting allows the student to devote their time to the course material. The WME seminar provided the material in a manner which allowed me to determine what information was relevant in achieving a successful result in the exam. Both Ron and Gerry provide valuable insights. I enjoyed the five days we spent in the classroom. Please extend my appreciation and thanks to Ron and Gerry for both myself and Kelly. November 2017

Ron and Gerry did an excellent job as a team providing realistic exam questions/scenarios. After visiting FORAN more than three times, I’ve passed every exam on the first attempt. Thanks again for all your help May 2017

Ron and Gerry were very informative, precise and broke down difficult to grasp concepts clearly and more efficiently. Thank you for clarifying so much. May 2017

Excellent. Gerry and Ron take the WME and dissect it, so that it is easier to prepare for the exam. May 2017

Hi Ron, the WME course that I attended on Mar13-17 was fantastic. I’m happy to update that I have passed the exams and successfully completed the course. Thanks for all your help! April 2017

Hi Ron and Gerry, I wanted to let you know that I successfully completed both of the WME the last of January. Thank you very much for helping me achieve success! January 2017

Dear Ron and Gerry, thank you for sharing your knowledge and especially for dissecting and translating the wealth management course in practical and easy to learn portions. I have successfully passed both exams on the first attempt! All the best, January 2017

Very good seminar. Good instructors, very knowledgeable, answered all my questions helpfully and with real world examples. Learning the financial math here is much better than through the course text which can be confusing. Also the practice questions were very helpful. November 2016

I was in the Foran class last week and I just wanted to give you an update on my exam progress. Even though I did very well on exam #1, I could not seem to crack the case study exam so my boss sent me to Foran. After last week I left feeling overwhelmed as it was a lot of information. I had booked exam #2 for Monday and was a little concerned I was not ready still but I could not cancel. I got my mark back today and I finally passed and I realized as I looked back it was mainly because my comprehension of taxation and the business structures and types of pension plans was much clearer due to how you explained it. My feedback for others would be the fact the second exam seems to focus on the very minor points of topics. But the extra knowledge you gave I think was the difference . I also had a better grasp of financial math. Thank you for your help. I can now breathe again knowing its finally done. November 2016

The seminar was informative and well worth it! The instructors were knowledgeable, on time, well prepared and great at helping everyone in the class understand the material. Ron is a fantastic teacher. Despite there being so much material, we got through a lot. September 2016

Just got my WME scores and I passed both exams! I’m beyond happy and relieved! I’ve taken the CSC1, CSC2, CPH and WME with Foran before attempting any of the exams, and I have passed each exam on the first try! The classroom experience helps me a lot, especially when it comes to the math involved. Thank you Ron & Doug! March 2016

These were excellent seminars! Both (CPH and WME) allowed me to properly prepare for the exams, and I am so Grateful for the instructors knowledge that was shared with us. Both instructors ran a great learning day. They were very informative and patient. Their learning tools proved very useful! The seminars took so much information and compressed it down to manageable amounts. Very efficient. July 2015

Just a quick note to let you know that I passed the case studies (Exam 2) of the WME also. Could not have done it without Foran. Passed both exams first time after attending the Foran class. November 2014

I am writing to let you know that I have successfully completed both exams on my first try and have now passed the course! I really enjoyed the seminar and plan on attending other seminars in the future! Please extend my thanks to Doug and especially Ron who really understood the way I learn and made the math portion of the class seem much less intimidating! I found it very helpful the way that Ron used very clear and relevant examples to help illustrate what he was teaching, and looking at the material from a different perspective at times to make things simpler to understand. You create a very welcoming environment and I had no hesitation to ask any questions and I had many. Thanks again so much! I will be recommending you to everyone in the business! May 2014