Goal is threefold: financial independence, financial durability, and financial advancement.
Are you new to managing your finances? Do terms like inflation and recession cause you stress? Are you looking for ways to make your finances more durable?
This lecture is designed to help you establish strong fiscal habits and create a personal financial strategy. Geared toward financial novices, the content is kept at a high level, with a focus on practical examples, relatable stories, and a strategic overview to help you work toward financial health.
Drawing from years of experience as a college and university instructor of corporate strategy, Andrew structures this lecture using a widely recognized strategic framework. Listeners will be encouraged to practice short-term, intermediate-term, and long-term financial strategies to build a holistic and sustainable financial plan.
The overall goal of the lecture is threefold:
Whether you're just starting out or looking for a reset, this lecture will guide you in developing a clear, strategic approach to your financial life.
CPA, BCom, MET
With his career beginning in the engineering field, Andrew brings a unique perspective into the accounting discipline - If it’s not practical, if it’s not efficient, then there must be a better solution. Specializing in strategy and performance management, Andrew’s experience has ranged from senior management positions to being a university instructor. If Andrew could only impart one lesson to his students, he would say that the strength of the CPA designation depends on them – let’s make this a profession the world esteems.
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.
