10-Point Financial Health Check

Webinar Qualifies For

• 1.5 CPE Credit of Finance for Certified Public Accountants (CPA-US)
• 1.5 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
• 1.5 CPD Credit of Finance for CPA in Canada
• 1.5 CE Credit of General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 321302)
• 1.5 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
• 1.5 PL Credit of Finance for Chartered Financial Analyst (CFA)
• 1.5 CPD Credit for Association of Chartered Certified Accountants (ACCA)
• 1.5 CE Credit of Finance for Chartered Financial Consultant (ChFC)
• 1.5 CPD Credit for Chartered Accountant - ICAEW
• 1.5 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
• 1.5 CE Credit of Finance for Retirement Income Certified Professional (RICP)
• 1.5 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
• 1.5 CE Credit of Financial Management & Planning for Certified Financial Planner - Canada (Approval No. 13799)
• 1.5 CE Credit of Finance for Financial Services Certified Professional (FSCP)
• 1.5 CE Credit of Finance for Wealth Management Certified Professional (WMCP)
• 1.5 CPD Credit for Chartered Accountants - Scotland
• 1.5 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
• 1.5 CE Credit of Finance for Chartered Advisor in Senior Living (CASL)
• 1.5 CPD Credit for CPA - Ireland
• 1.5 CPD Credit for Chartered Accountants - Ireland (CAI)
• 1.5 CE Credit of Investment Planning for Personal Financial Planner (PFP)
• 1.5 PL Credit of Finance for CIPM
• 1.5 CE Credit of Financial Management & Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13799)
• 1.5 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
• 1.5 CE Credit of Financial Planning for Certified International Wealth Manager (CIWM)
• 1.5 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)
• 1.5 CE Credit of Finance for Chartered Special Needs Consultant (ChSNC)

About Instructor

Anna Knight, CFP

Founder, Simplicity Financial

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.

Additional Information

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

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 through its website: www.NASBARegistry.org.