Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
By popular demand, CPA Ontario is pleased to reintroduce David Trahair’s Fundamentals of Personal Finance Certificate for a limited time over the summer to help you navigate your Personal Finance journey. This certificate covers several topics such as budgeting, saving, investing, managing debt, retirement and more. It is designed to provide you with a strong understanding of the fundamental principles of Personal Finance.
Early Bird Sale: Save $200 on this certificate by registering before August 28, 2025. Promotion cannot be combined with other offers or Passport.
The course will offer you important frameworks to support you in making informed decisions, setting financial goals and creating a plan to achieve them. You will gain insights into important concepts such as reducing expenses in an effective way, starting to save early on in life, learning to invest, and the advantages of paying off debt.
The content is relevant for you whether you are just starting out on your personal finance journey or looking to improve your financial situation. By the end of this course, you will be equipped with the tools to create a strong financial foundation for yourself.
This course includes content from David Trahair’s on-demand courses:
- A Six Point Plan for Financial Freedom
- Cash Cows, Pigs and Jackpots
- A Complete Guide to Investing Options
- Financial Myths that will Ruin Your Retirement Dreams
This course will offer videos, spreadsheets and a digital badge upon successful completion of the course.
Note: This course was previously titled ‘Building Your Wealth: Fundamentals of Personal Finance’. Please do not take this certificate if you have taken the earlier version of the program.
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Key Takeaways
The certificate offers:
- A curated learning pathway to expand your personal finance knowledge.
- Downloadable personal budgeting, tax and debt-planning templates.
- An overview of Canadian tax laws, interest rates and investment options.
- Tips and techniques from a celebrated wealth management author, speaker and instructor.
Earn a Digital Badge
Our new collection of digital badges can be earned through the completion of any of our certificate programs offered in our professional development catalogue. Collect these digital badges to add to your website, social profiles, email signature and more. These badges are an easy way to visually communicate your skills and accomplishments to your peers and network. Digital badges will be awarded based on course completion requirements.
Who Will Benefit
All CPAs and finance professionals who require knowledge in managing their personal finances for success.
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)
David Trahair, CPA, CA, is a financial writer, trainer and best-selling author. His other books include Smoke and Mirrors, Enough Bull, Crushing Debt, and The Procrastinator’s Guide to Retirement. His views are totally independent because he does not sell any financial products. He currently operates his own financial training firm and offers seminars to organizations.