When

Details

City and Province

Toronto, Ontario

Host

Foran Financial Institute

Location and Description

Dates:

May 3-4 and May 30-June 1

This workshop will appeal to individuals who require assistance in preparing for the CFP® Examination administered by Financial Planners Standards Council (FPSC).

This 5-day program focuses on the topics outlined on FPSC's CFP® Competency Profile and stresses the application of this knowledge. Key topics of the course curriculum will be thoroughly reviewed over the 5-day program.

For more information please visit www.foranfinancial.com or phone 1-800-565-0374.

When

Details

City and Province

Toronto, Ontario

Host

Foran Financial Institute

Location and Description

Dates:

May 14-18
May 28-June 1
June 2-6

This workshop will appeal to individuals who require assistance in preparing for the CFP® Examination administered by Financial Planners Standards Council (FPSC).

This 5-day program focuses on the topics outlined on FPSC's CFP® Competency Profile and stresses the application of this knowledge. Key topics of the course curriculum will be thoroughly reviewed over the 5-day program.

For more information please visit www.foranfinancial.com or phone 1-800-565-0374.

When

Details

City and Province

Ft. Lauderdale, U.S.

Host

http://www.FPARetreat.org

Location and Description

The list of elite attendees is growing... have you registered?

FPA Retreat 2008, held May 31-June 4 at the Hyatt Regency Bonaventure Conference Center & Spa in Ft. Lauderdale, Fla., is one of the best forums for advanced planners, connecting the "who's who" of the financial planning profession.

Join fellow planners at this unique event. Retreat is not a typical conference — it is a chance to escape the daily grind and rejuvenate your mind, and discover the best of what financial planning has to offer.

Retreat is a conference designed for the advanced planner, delving deep into cutting-edge topics. In addition, this year’s program offers the potential to earn up to 19.5 CFP Board CE credits. At FPA Retreat 2008, you’ll have the opportunity to:

• Explore issues surrounding ethics and learn how to recognize the danger signs.

• Gain valuable skills for interpreting nonverbal behavior and identifying potential problems when working with your clients.

• Examine the challenges facing individual advisers today.

• Learn about the psychological issues of money and how to overcome them.

Share conversation and ideas with leaders in the financial planning profession.

Don’t miss this one-of-a-kind meeting and opportunity to get the most out of your FPA membership. Attendance is limited to foster the intimate setting of the "Retreat experience," and space is filling quickly.

Register before March 28 and save $100 off the full rate! For more information, visit http://www.FPARetreat.org.

When

Details

City and Province

Richmond Hill, Ontario

Host

http://www.gobeil.ca

Location and Description

Gobeil’s Examination Preparation Course is a two-day course that will help you acquire the in-depth knowledge that you “Must Know” to pass the exam. It includes a course workbook, numerous sample questions and two mock exams to give you the practice that you need to pass the CFP® Examination.

Upon completion of this course, you should have:

• improved your knowledge of the subject matter of the CFP curriculum that requires a mastery level; and
• improved your exam writing techniques.

Over the years, we have found that many candidates have a basic knowledge of all topics in the curriculum, but they do not have the in-depth knowledge required for certain topics that require a mastery of the topic. The Must Knows include the topics that require a mastery level for the exam. The presentations will focus on the Must Knows.
In order to ensure your success, you will have the following resources:

• emails from Gobeil with study tips and exam information; and
• a course workbook with copies of the PowerPoint slides used in the presentations;
• a list of the Must Knows that require a mastery level for the exam; and
• mock exams with solutions completed the first & second days.

Course Location

The Courses will be held at The Courtyard Marriott, 65 Minthorn Boulevard, Richmond Hill, Ontario, L3T 7N5. The hotel is located on Leslie Avenue just north of Highway 407.

Faculty

David R. Gobeil, MSc, CA, CFP is the Editor and one of the authors of the Certified Financial Planner® Program of Study offered by The Canadian Institute of Financial Planning. He is the editor of the Personal Financial Planner’s Manual. David successfully challenged the CFP Examination in June 1997.

Phone: 1-800-668-2363
Email: inquiries@gobeil.ca

When

Details

City and Province

Vancouver, British Columbia

Host

http://www.foranfinancial.com

Location and Description

In this seminar, various methods will be introduced to approach multiple-choice case study exams. Time management techniques are also analyzed, that can be used when attempting case study exams.

Students will have the opportunity to attempt five case studies with the instructor, and the solutions to the cases will be reviewed. The instructor will highlight how to recognize important information and disregard the irrelevant information in the case.

Techniques will also be reviewed on how to identify distracters in the multiple-choice answers.

For more information please visit www.foranfinancial.com or phone 1-800-565-0374.