Unlock financial freedom with practical, data-driven strategies and powerful analysis tools. Discover your ideal path beyond conventional wisdom.
Ready to take control of your financial future? Join best-selling author and experienced accountant David Trahair in "A Six Point Plan for Financial Freedom 2025." This course cuts through the noise to offer a clear, actionable framework.
Learn how to analyze your finances like a business and build confidence in your investment strategy, whether you use an advisor or not. David, who doesn't sell financial products, provides an independent perspective grounded in practical analysis.
The course delves into the critical six points of the plan:
Gain valuable knowledge on investment options, compare RRSPs, TFSAs, and taxable accounts, understand who insures your investments (CDIC, CIPF, etc.), and utilize powerful, free Excel spreadsheets for analyzing stock market returns, RRSP contributions, and retirement funding projections (Money Maximizer).
Develop the skills and access the tools needed to make informed decisions and work towards your financial freedom.
8 activities • 7 videos • duration: 4h 3m
Acclaimed Author and On-demand Course Developer
David Trahair, CPA, CA, is an author and eLearning developer who creates on-demand video courses for CPAs across Canada. His courses cover topics including personal finance, ethics, AI, and Microsoft Excel. David is also the author of six personal finance books, three of which are national bestsellers. Through his firm, he helps CPAs build practical skills through engaging, self-paced learning.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
Nice course, lots of interesting details and resources. Thank you Mr. Trahair
Great course!
I found this course very helpful towards determining my retirement needs. It also reassured me that waiting until later in life to contribute to my RRSP is acceptable.
The material is good, the spreadsheets are awesome, but it would be great if the presentation slides had the website addresses on them for the sites you demo. Also, Mr. Trahair is obviously knowledgeable, but lacks animation in his presentation. There is something AI-ish about watching him with the grey background.
