A comprehensive guide

This course offers a practical guide through the key financial stages of a growing business—from budgeting and forecasting to raising capital and planning a successful exit. You’ll learn how to understand your company’s performance using both traditional and unconventional reporting tools, enabling smarter decision-making as your business scales.
We’ll explore how to secure funding, navigate the initial public offering (IPO) process, and apply best practices to manage costs and timing. Finally, you’ll gain insight into planning your exit strategy, so you and your investors can reap the rewards of your growth journey.

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.