Foran Portfolio Management Techniques Seminar

Foran Course Code: FPMT

This two-day Foran portfolio management seminar will be of interest to those preparing to write the Portfolio Management Techniques exams administered by the CSI.

PMT Content Covered:

Content includes: portfolio theory; ethics and portfolio management; the institutional management firm and institutional investors; front, middle and back offices; equity and fixed-income portfolios; derivatives and mutual funds; portfolio mandates; alternative investments; reporting and performance attribution.

Vancouver Dates:

Lectures: 8:00 a.m. — 5:00 p.m.

Total Hours of Instruction: 16 hours

Tuition: $595 + GST

Or call (416) 947-1922, for outside GTA call toll free at 1-800-565-0374.

Continuing Education Credits: 16

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.

Foran Financial Institute is an independent supplier of educational services. Its exam preparation courses are not sponsored by the Investment Funds Institute of Canada, the Institute of Canadian Bankers, or any other industry organization.

Good pace and study guide. Well written. Instructor had very clear explanations. I read the book but did not feel like I was absorbing any of the material. The course summarized the main points in the course clearly and concisely.

Kathleen McGowan

February 2015

I passed the PMT exam in mid November so I’ve completed all the exams for CIM. The classes and especially the quiz books were a great help in enabling me to pass the exams over a short period. I completed all 3 exams in less than 3 months. Please send my appreciation to Ron for his clear explanations, excellent examples for various problems, his great sense of humour and incredible stamina. His techniques for remembering important concepts were very original and certainly of immense help. Thank you!

Penny Petroff, RBC

November 2014 I wanted to say thank you as I just successfully completed my PMT and have now attained my CIM. I managed to complete both courses in just over 2 months. Your seminars and notes were very helpful to aid me in successfully completing the exams. Thanks again. Peter G. Karalis CFP, CIM, FCSI

Investment Advisor, TD Wealth

March 2014 Ron Foran is a pros pro in all aspects. He presented a huge amount of information in a precise, well paced manner. Not only did I pass the exams but I sharpened up my own investment style and knowledge. Its a shame he does not have a sense of humor.

Bob Weir, Manulife Securities

P.S. Hes actually very funny but the last thing we need to do is encourage him!

December 2013 Exceptional — the only way to learn this stuff! Good pace — not tired at the end — focused on very key points. Very helpful.

Michael Nott, Dundee Securities Private Client Group

October 2013

Material prepared well, focused on helping us pass the exam. I have never written an industry exam without taking a Foran course. Ron keeps everything moving. Prepares us well for the exam.

E. Mah, BMO Nesbitt Burns,

April 2013

I would not write an exam without taking a Foran Seminar first. Gave me the needed confidence going into the exam.

James Pelmore, Dundee Securities

October 2013

Good amount of time dedicated to the relevant topics. (Instructor) very, very knowledgeable, always with good examples to make material relevant and therefore easy to remember.

Sarah Lawrence, RBCDS,

April, 2013

Amazing very tailored toward the (course content.) Instructor was excellent great sense of humour and helpful over the four days; simplified the overly complicated structure of the materials.

Marcia Aberdeen

C.I. Clarington

I passed both the IMT course and the PMT course thanks in large part to attending Foran’s preparation seminars. (The instructor) focused on key concepts, terms and formulae and demonstrated a real mastery of the material. One of the most professional instructors that I have ever had. I would recommend his seminars to anyone.