Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
CPAs regularly navigate complex financial decisions in both their professional and personal lives, yet structured training in personal finance is often limited. This certificate equips CPAs with practical, actionable knowledge to strengthen their own financial well-being while enhancing their ability to support clients and families with confidence.
Early Bird Sale: Save $100 on this certificate by registering before June 30, 2026. Promotion cannot be combined with other offers or Passport.
Through real-world scenarios and clear decision-making frameworks, participants will build capability across key areas including cash flow planning, debt management, investing, tax considerations, and risk mitigation. The program also reinforces ethical boundaries and effective communication, ensuring CPAs can provide appropriate guidance while maintaining professional standards.
By the end of this certificate, participants will be better positioned to make informed financial decisions, manage life-stage transitions, and support others through everyday financial choices.
Topics Covered:
- Personal financial mindset and goal setting.
- Budgeting, cash flow, and early-career debt strategies.
- Emergency savings and investment fundamentals (TFSA, RRSP, non-registered).
- Tax planning considerations for life and career stages.
- Client-centred financial profiling and communication tactics.
- Helping clients manage debt, investments, and transitions.
- Family financial planning: milestones, risk management, retirement.
- Estate planning fundamentals and intra-family financial conversations.
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 of this certificate, learners will be able to:
- Apply core personal finance principles to your own financial planning.
- Develop the confidence and tools to advise clients on everyday financial challenges.
- Understand how to safeguard family financial well-being throughout life stages.
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
This course is designed for CPAs who want practical, actionable personal finance knowledge that enhances both personal confidence and professional advisory skills. Examples of professionals who would benefit include:
- New and early-career CPAs.
- CPAs in business, finance, taxation, and advisory roles.
- Practitioners working with individuals and small business clients.
- CPAs seeking to expand their personal and professional conversations beyond traditional technical topics.
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)
Nelson Soh, CPA, CA didn't set out to become one of Canada's leading voices in financial literacy. He set out to use his story to help people transform their lives, and the rest followed. As a Chartered Professional Accountant (CA, ex-KPMG), Nelson is a Managing Partner at FSQ Consulting in Vancouver. He has spent his career doing two things: helping businesses scale profitably and making financial literacy knowledge accessible to all. Since 2020, his team at FSQ has helped multiple companies reach seven-figure profitability, grow tenfold, and navigate successful exits. But it's the second part of his mission that sets him apart. His TEDx talk on financial literacy has reached over 1/4M viewers organically. His work across social media, schools, writing best-selling books, and speaking engagements has helped reach more than one million people to build a stronger relationship with money. In 2024 alone, he spoke to more than 2,000 students in person across Metro Vancouver. In 2025, CPABC recognized Nelson with its Early Achievement Award, an honour given to CPAs who bring distinction to the profession through leadership, impact, and service. He lives and works in Vancouver, and genuinely believes that financial empowerment is one of the most powerful forces for change in the world. .