This course provides a step-by-step plan to build significant retirement savings in 10 years or less.
This "How to Retire in 10 Years or Less 2025" course, based on the #1 Globe and Mail bestselling book "The Procrastinator's Guide to Retirement," offers a comprehensive, step-by-step process for individuals who may be starting late but are determined to secure a comfortable retirement. Even in today's expensive world with high inflation, this course provides hope and a clear plan to build significant retirement savings.
You'll learn to play your cards right by meticulously tracking your spending and identifying discretionary cash outflows. The course emphasizes basing retirement calculations on projected spending rather than arbitrary income percentages, offering a personalized approach to financial planning. You'll gain practical skills in using tools like Excel, including features like Copilot, to analyze your financial situation and optimize savings.
Key topics covered in this course include:
By the end of this course, you will have a clear understanding of your financial landscape and a tailored strategy to achieve your retirement goals in ten years or less, ensuring peace of mind for your future.
7 activities • 7 videos • duration: 3h 54m
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.
Excellent source of information, the resource materials are very helpful
Informative
Yes. I plan to retire in the next 3 years.
Great course with a ton of useful resources.
