Dates and location
Hours
Dates and location
Hours
Description
Learn anywhere, anytime with audio learning from your trusted source for Professional Development.
Get up to speed in an hour on critical topics for CPAs such as AI, Ethics, Finance, Cybersecurity, Audit, Tax, Sustainability and more.
- Convenient 60-minute audio courses in our new app.
- Flexible format allows you to listen and learn on the go at your own pace.
- Relevant and trending topics affecting CPAs to help you stay at the forefront of the profession.
This audio learning session features Patricia Lovett-Reid, one of Canada’s most respected voices in personal finance and investing. Drawing from decades of experience as a Senior Vice President at TD Waterhouse and Chief Financial Commentator at CTV News, Pattie brings clarity, relatability, and insight to the world of advanced investing strategies. CPAs will gain perspective on market realities, portfolio construction, alternatives like private equity and real estate, behavioral finance, and how to guide clients with confidence through complexity.
Lessons Covered:
- Why Advanced Investing Strategies Matter Now
- Macro Trends Shaping the Market (Interest Rates, AI, Wealth Transfer)
- Diversification Beyond the Basics (Private Equity, Real Estate, Impact Investing)
- Tactical vs. Strategic Allocation
- Tax-Efficient Investing for CPAs and Their Clients
- Risk Management in Complex Portfolios
- Behavioral Finance: Helping Clients Avoid Costly Mistakes
- Women and Wealth: Unique Challenges and Opportunities
- Practical Checklist for Evaluating Advanced Strategies
- Innovations in Fintech, AI, and Global Markets
- Future Outlook and Key Takeaways for CPAs
Unlock learning anytime, anywhere with the Blackboard Learn app
Seamlessly access your on demand courses, assignments, and get PD hours on the go. Learn how to download now and elevate your education experience with the convenience of mobile learning.
Key Takeaways
Upon completion, learners will:
- Understand how advanced investing strategies apply to modern portfolios.
- Learn how CPAs can integrate tax efficiency, diversification, and risk management into client conversations.
- Explore the role of behavioral finance in client decision-making.
- Gain perspective on women’s unique wealth journeys and how to support them.
- Identify future trends in fintech, AI, and global markets that will shape investing strategies.
Who Will Benefit
This course will benefit:
- CPAs seeking to elevate their investment knowledge beyond the basics.
- Finance professionals advising high-net-worth or complex clients.
- Business leaders and advisors interested in the intersection of strategy, behavior, and advanced investing.
How to Access the Course
New mobile learning! Download Blackboard Learn from your app store (iOS or Android). Learn more.
To access the course on your computer please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.
Please allow up to 15 minutes after registration for the course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
| SPEAKER | |
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Kelley Keehn is a best-selling, award-winning author, personal finance educator, and media personality with over two decades of experience in financial literacy and education. She is the founder and CEO of the Money Wise Institute, dedicated to empowering Canadians to build financial confidence. A regular guest on national media, Kelley has authored eleven books, including Talk Money to Me and Rich Girl, Broke Girl. She has served as Consumer Advocate for FP Canada, sits on multiple advisory boards, and is a sought-after speaker for financial institutions and professional associations. You can find her at www.kelleykeehn.com. |
| GUEST | |
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Patricia Lovett-Reid is a financial icon in Canada. A former Senior Vice President at TD Waterhouse, she became the Chief Financial Commentator for CTV News, where she spent nearly a decade helping millions of Canadians navigate markets and money. A bestselling author of multiple personal finance books, Pattie has been recognized among Canada’s Most Powerful Women: Top 100 and is a sought-after speaker, commentator, and advisor. Known for her ability to simplify complex financial topics with clarity and warmth, she continues to inspire professionals and clients alike with her practical wisdom and empowering insights. |
