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Personal Financial Strategy 101 for Canadians

  • ACCT/BK
  • CPA (CA)
  • CFE
  • CIA
  • CMA
  • CFA
  • IAP
  • QIAL
  • CIPM

Published: April, 2022

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Here we starting with The Life Cycle
    3 mins
  • Unstable financial house
    11 mins
  • How to choose wisely?
    18 mins
  • Work with an advisor/Planner
    36 mins
  • Permanent life insurance option
    48 mins

Course Description

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 Online 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.

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.

Recommended For

  • This CPD webinar is recommended for CPAs, Accounting, and auditing practitioners at all levels interested in learning how personal finance works and how you can reach your financial goals using different strategies.

Who Should Attend?

  • Accounting and audit managers/practitioners
  • Business Owner
  • Certified Public Accountant (CPA)
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Financial Planner
  • Personal Financial Specialist (PFS)
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 General Credit for Accountant/Bookkeeper (ACCT./BK)
  • 1 CPD Credit of Finance for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Finance for Certified Fraud Examiner (CFE)
  • 1 CPE Credit of Financial Analysis for Certified Internal Auditors (CIA)
  • 1 CPE Credit of Planning, Budgeting, and Forecasting for Certified Management Accountants (CMA)
  • 1 PL Credit for Chartered Financial Analyst (CFA)
  • 1 PL Credit for Certificate In Investment Performance Measurement (CIPM)
  • 1 CPE Credit for Internal Audit Practitioner (IAP)
  • 1 CPE Credit for Qualification in Internal Audit Leadership (QIAL)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

Presenter

About Presenter

Linda Yao

Marketing Director, World Financial Group

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.

About Company

World Financial Group

www.worldfinancialgroup.com/

Our Vision

To give people from all backgrounds the power to become financial services business owners, so that every family can access financial knowledge, products, and resources to prepare for a better future.

Our Mission

To empower financial services entrepreneurs with the tools they need to help families have better futures.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

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