MYCPE ONE

Personal Financial Strategy 101 for Canadians 1 Credit 1 Credit

May 09, 2022, 01:00 PM EDT

Personal Financial Strategy 101 for Canadians 1 Credit 1 Credit

  • Linda Yao

    | CPA Canada

  • Rating

    4.3

  • Published on

    January, 1970

  • Subject Area

    Finance

Learning mode

Live Webinar
  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate
May 09, 2022, 01:00 PM EDT

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Learning Objectives

  • To discuss personal finance.
  • To analyze how having a personalized financial strategy will benefit individuals more.
  • To inspect different types of personalized financial strategies.
  • To analyze different types of investment vehicles.

Course Overview

Making financial decisions can be overwhelming. Each day, we must make choices that will impact our financial future for better or for worse. From the smallest everyday purchases of Tim Horton’s coffee to decisions on which investment vehicles to save for our children’s education. At almost every stop in life, personal finance and how we manage it are incredibly important for our long-term financial success.

When it comes to personal financial strategy, most people think of investment strategy. Yes, investment strategy is part of personal financial strategy. Discipline, Diversification, and Dollar Cost of Average are some of the key aspects of the personal financial strategy.

This CPD webinar takes a deeper dive into personal financial strategy and provided an example of using real estate investment or using life insurance as an investment vehicle.

The main idea is that PFS are personalized and are important to the individuals and no two PFS are identical.  It is important that you do the homework and looks at the risk and the math to ensure the tools used are within your risk tolerance.

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Finance for Chartered Professional Accountant in Canada 1 CPD Eligible
Chartered Financial Analyst (CFA) 1 PL Eligible
Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
License details Credits Status
Finance for Chartered Professional Accountant in Canada 1 CPD Eligible
Chartered Financial Analyst (CFA) 1 PL Eligible
Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible

Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

About Instructor

Linda Yao

Linda Yao | CPA Canada

EXPERIOR FINANCIAL GROUP Inc.

  • 4.3
  • rating
  • rating
  • rating
  • rating
  • rating

Linda Yao was born in Taiwan, Taipei into a family of five who lived in a one-bedroom University of Taiwan duplex with no amenities. She recalls sleeping with her grandmother and sister in a curtained-off area in the living room, while her parents and brother slept in the bedroom. The toilet was just a hole in the floor, and it was next to the kitchen. They bathed in a lean-to her dad built against the nearby banana fermentation warehouse.  

While her story started similar to many in her age group from Taiwan, Linda attributes much of her financial success to the decision to buy a few helpful wealth-building products that forced her to save monthly amounts of cash she wasn’t able to withdraw easily. 

It wasn’t always like that: Linda didn’t become interested in managing her money until she was in her 40s. Yet, she was able to reach financial independence, enjoy a very comfortable retirement, and very passionate about helping parents and grandparents to gain the confidence to manage their money, save, and pay less tax. 

She is focused on helping them in building wealth for future generations to leave a sizable

legacy effortlessly by following a few simple steps.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses accepted by NASBA and other professional organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course 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 professional organizations for compliance and reporting purposes.

How are credits reported to governing bodies?

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.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn credits through live webinars?

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.

Are the live webinars accepted by NASBA and other Professional Organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with live webinar courses?

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.

How can I access my webinar completion certificates?

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 accepted for compliance and reporting purposes with NASBA, IRS, CFP Board, HRCI, SHRM (for PDCs), Payroll Org, FP Canada, and 25+ other professional organizations.

How are credits reported to governing bodies?

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.

Reviews and Ratings

out of 5

Excellent (47%)

Very Good (39%)

Average (14%)

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BV

Brian Vanderlee, CPA (US)

5

Fun topic

JH

Josh House, CPA (US)

4

ok

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Personal Financial Strategy

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