Integrated Money Course - Module 2
In this powerful course that integrates the psychology of money with its application as it relates to credit, you will not only walk away with an increased level of continuous around your money behavior but also with a practical game plan on how to review and address your credit and debt if needed.
Part one includes a guided discovery with Aseel, around your Money Scripts, and how they drive your financial behaviors. Money scripts have a significant impact on financial behaviors and financial health. For most people, they operate at an unconscious level. By examining them, we make them conscious and therefore, are able to change them in ways that serve us. Next, you will learn about your Financial ID, which is constituted by your beliefs, thoughts, emotions, and behaviors with money. Lastly, you will learn the tools that you can implement to support the changes you desire to create in how you feel, think and behave with money by being aware of your Money Scripts and your Financial ID.
On the practical side with Anna, we will walk you through the different types of credit available there, followed by a discussion around your credit score and overall variables that impact what type of credit you are eligible for. Finally, we will discuss debt repayment strategies and assist you in creating your own action plan that will have you review and address your debt and credit if those areas need assistance.
Speaker â– Coach â– Writer â– Business Owner â– Financial Planner â– Creator of Prosperity Retreats
Anna Knight is the Founder, Severance and Pension Specialist and Certified Financial Planner at Simplicity Financial (www.simplicityfinancial.ca).  She started Simplicity Financial with over 20 years of industry experience to empower 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 learn more, please visit www.simplicityfinancial.ca   To elevate her impact and reach, Anna delivers her money management and wealth-building courses to corporations and a number of organizations 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" and collaborated with her colleague to create a 30-day financial healing journal, "My Financial Wellness Journal." In her well-established private practice, Anna offers fee-for-service financial planning guidance or gets retained by her clients to manage their financial affairs.  ​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 Desjardins Financial Independent Network. If her plans call for alterations or adding new life insurance solutions, Anna works as an Insurance Broker with Desjardins Financial Independent Network.  ​Before setting up her own independent practice, Anna worked for ICM, another independent MFDA dealer for several years, and Royal Bank of Canada, National Bank and Manulife Financial before that. She has not only extensive education in her field but also years of hands-on experience. ​As a wellness and fitness enthusiast, world explorer and dancer and mom, Anna ensures to keep on creating a work-life balance and encourages her clients to do the same.Â
Aseel spent the last 10 years working for 4 out of the big 5 Canadian banks. By the time she left the bank, she was a Financial Planner managing a portfolio of $100M. While she enjoyed helping clients with crucial financial decisions, she was attracted to the emotional and complex topic of money. She pivoted into the world of Financial Therapy and started her company Holistic Optimal Wealth. Through her work, she aims to offer a safe space for people to explore their unique relationship with money in ways that offer them healing and expansion. Aseel not only thoughtfully addresses her client's financial challenges, but also attends to the emotional, psychological, behavioral, and relational hurdles that are intertwined. By addressing the area of money, clients notice a ripple effect on all the other areas in their lives (the relationship they have with themselves and others, their career, their health, their overall life satisfaction, etc.) Going through Aseel's coaching and consultations allow clients to create an authentic, purposeful, and meaningful life that truly inspires and allows them to experience abundance in every way possible. Aseel is also passionate about educating and inspiring others. She is an international speaker who shared the stage with celebrities such as Brian Tracy, Robert Kiyosaki, and Evan Carmichael.
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.
