10-Point Financial Health Check 1.5 Credits
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Ensure that all the areas of your finances are working to help you grow and protect your wealth.
Do you know how much you spend monthly? Do you know what type of insurance you have in place and why? Do you have an emergency fund? Why is that important? Do you have money goals? Do you understand how and why your money is invested in the way it is? Do you have an estate plan in place?
As a seasoned Personal Finance Expert, Anna Knight will walk you through a series of such questions to have you reflect on the areas of your financial affairs that you have to revisit or address. Only when all the pieces of your financial life are brought together, can you achieve peace of mind, knowing that you and your family are enjoying daily life, being protected from unforeseen events, and paddling towards your short, mid-range, and long-term money goals.
This is a hands-on learning course, and it is presented with a follow-along questionnaire that you can turn into your action plan.
Key topics covered in this course:
Join this CPE Finance Webinar to understand the 10-Point Financial Health Check and provide personalized solutions for your financial goals.
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| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Finance for CPA in Canada | 1.5 CPD | Eligible |
| Personal Financial Planning for Personal Financial Specialist (PFS) | 1.5 CPD | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 1.5 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Finance for Chartered Financial Consultant (ChFC) | 1.5 CE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1.5 CE | Eligible |
| Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1.5 CE | Eligible |
| Finance for Retirement Income Certified Professional (RICP) | 1.5 CE | Eligible |
| General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 321302) (Valid upto : Dec 31, 2024) | 1.5 CE | Approved |
| Finance for Wealth Management Certified Professional (WMCP) | 1.5 CE | Eligible |
| Finance for Financial Services Certified Professional (FSCP) | 1.5 CE | Eligible |
| Investment Planning for Personal Financial Planner (PFP) | 1.5 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Finance for Chartered Special Needs Consultant (ChSNC) | 1.5 CE | Eligible |
| Financial Planning for Certified International Wealth Manager (CIWM) | 1.5 CE | Eligible |
| CPA - Ireland | 1.5 CPD | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| Finance for Chartered Advisor in Senior Living (CASL) | 1.5 CE | Eligible |
| Financial Management & Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13799) (Valid upto : Aug 15, 2025) | 1.5 CE | Approved |
| Financial Management & Planning for Certified Financial Planner - Canada (Approval No. 13799) (Valid upto : Aug 15, 2025) | 1.5 CE | Approved |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| Finance for CIPM | 1.5 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Finance for CPA in Canada | 1.5 CPD | Eligible |
| Personal Financial Planning for Personal Financial Specialist (PFS) | 1.5 CPD | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 1.5 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Finance for Chartered Financial Consultant (ChFC) | 1.5 CE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1.5 CE | Eligible |
| Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1.5 CE | Eligible |
| Finance for Retirement Income Certified Professional (RICP) | 1.5 CE | Eligible |
| General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 321302) (Valid upto : Dec 31, 2024) | 1.5 CE | Approved |
| Finance for Wealth Management Certified Professional (WMCP) | 1.5 CE | Eligible |
| Finance for Financial Services Certified Professional (FSCP) | 1.5 CE | Eligible |
| Investment Planning for Personal Financial Planner (PFP) | 1.5 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Finance for Chartered Special Needs Consultant (ChSNC) | 1.5 CE | Eligible |
| Financial Planning for Certified International Wealth Manager (CIWM) | 1.5 CE | Eligible |
| CPA - Ireland | 1.5 CPD | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| Finance for Chartered Advisor in Senior Living (CASL) | 1.5 CE | Eligible |
| Financial Management & Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13799) (Valid upto : Aug 15, 2025) | 1.5 CE | Approved |
| Financial Management & Planning for Certified Financial Planner - Canada (Approval No. 13799) (Valid upto : Aug 15, 2025) | 1.5 CE | Approved |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| Finance for CIPM | 1.5 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Finance for CPA in Canada | 1.5 CPD | Eligible |
| Personal Financial Planning for Personal Financial Specialist (PFS) | 1.5 CPD | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 1.5 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Finance for Chartered Financial Consultant (ChFC) | 1.5 CE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1.5 CE | Eligible |
| Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1.5 CE | Eligible |
| Finance for Retirement Income Certified Professional (RICP) | 1.5 CE | Eligible |
| General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 321302) (Valid upto : Dec 31, 2024) | 1.5 CE | Approved |
| Finance for Wealth Management Certified Professional (WMCP) | 1.5 CE | Eligible |
| Finance for Financial Services Certified Professional (FSCP) | 1.5 CE | Eligible |
| Investment Planning for Personal Financial Planner (PFP) | 1.5 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Finance for Chartered Special Needs Consultant (ChSNC) | 1.5 CE | Eligible |
| Financial Planning for Certified International Wealth Manager (CIWM) | 1.5 CE | Eligible |
| CPA - Ireland | 1.5 CPD | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| Finance for Chartered Advisor in Senior Living (CASL) | 1.5 CE | Eligible |
| Financial Management & Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13799) (Valid upto : Aug 15, 2025) | 1.5 CE | Approved |
| Financial Management & Planning for Certified Financial Planner - Canada (Approval No. 13799) (Valid upto : Aug 15, 2025) | 1.5 CE | Approved |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| Finance for CIPM | 1.5 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Finance for CPA in Canada | 1 CPD | Eligible |
| Personal Financial Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Finance for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Finance for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Finance for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Finance for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Investment Planning for Personal Financial Planner (PFP) | 1 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Finance for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Financial Planning for Certified International Wealth Manager (CIWM) | 1 CE | Eligible |
| Finance for CIPM | 1 PL | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
| Finance for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
Anna Knight is the Founder, Severance and Pension Specialist and the Certified Financial Planner at Simplicity Financial. She started Simplicity Financial with over 20 years of industry experience and with the goal of empowering Canadians to take charge of and have pride in their finances. She is a trusted source of financial advice to her clients and key associates, and strives to be the same for the community at large.
To elevate her impact and reach, Anna delivers her money management and wealth building courses to corporations and a number of organizations and online through her carefully curated courses. She also shared her valuable and time tested wealth building strategies in her latest book "The Million Dollar Difference".
In her well established private practice, Anna either offers fee for service financial planning guidance or gets retained by her clients to manage their financial affairs ongoingly.
To implement the simple yet powerful financial plan, Anna has partnered with some industry leaders.
To provide investment management advice, Anna is a Financial Advisor with Keybase Financial, an independent MFDA dealer. If her plans call for alterations or adding new life insurance solutions, Anna works ass an Insurance Broker with Allen Wong & Associates / BridgeForce Financial.
In case her clients need any mortgages, Anna is a full service mortgage broker (M18002128) through Assured Mortgages Division of 1490845 Ontario Ltd. (FC #10259). Through Assured Mortgages, Anna has access to any and all lenders from traditional banks, to credit unions and private lenders.
Prior to setting up her own independent practice, Anna has worked for ICM, another independent MFDA dealer for a number of years, and Royal Bank of Canada, National Bank and Manulife Financial prior to that. She not only has extensive education in her field but also years of hands on experience.
As a wellness and fitness enthusiast, world explorer and dancer and a mom, Anna ensures to keep on creating a work life balance, and encourages her clients to do the same.
Anna has been a contributor to a number of articles in the Globe and Mail and Money Sense Magazine, and contributed to a Retirement by Design book prior to writing The Million Dollar Difference.
Anna’s life commitment is making an impactful and positive difference in the lives of anyone she encounters. Therefore, along with Simplicity
Financial that donates part of their profits to charity every year and offers pro bono courses and work, Anna dedicates her time and other resources to numerous charities such as; Princess Margaret Hospital, The C.C.C.O. that supports orphanage homes for children, Interim Place, a shelter for abused women, just to name a few.
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To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
LL
Presentation was packed full of detailed information, presenter was exceptional & articulate. Handouts & examples are very helpful. Presentation ran over 2-3 mins which is a concern if trying to get to a following meeting or webinar. Thank you.
AL
Anne was very effective in presenting the subject matter. It was clear that she knows the issues and presents it very well and easy to understand.
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