Dates and location
Hours
Dates and location
Hours
Description
For those who struggle with using a budget and are looking for a way to manage their cash flow.
Why is budgeting-such a simple concept-so difficult to execute in real life? Why would a high-income earner somehow struggle to pay down, or even entirely avoid, debt? Why do some people always feel like they are falling financially behind?
A significant number of people wrestle with day-to-day and month-to-month cash flow problems, regardless of their income, relative wealth, and knowledge.
In this CPA Ontario course, you will learn how to use behavioural economics, value systems, and automation to create a sustainable, effective personal cash flow plan that will ebb and flow with the realities of your financial life.
Worksheet templates and handouts are provided to create your plan at home.
There is no quiz associated with this course.
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Key Takeaways
Upon completion of this course, you will learn:
- Why budgets don't work and why cash flow plans do.
- How to create your own cash flow plan.
- How to use automation so you can focus on other areas of your life.
Who Will Benefit
Anyone who prefers not to use a budget, and wants an automated, easy way to save successfully and spend without guilt.
How to Access the Course
This is an online session. This course is available 24 hours a day, 7 days a week. Once registered, you can access the material at any time.
However, you will only have access to the course for 90 days after REGISTRATION.
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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)
Kathryn Mandelcorn, FMA, PFP®, QAFP®, is Director of Cash Flow Strategies at Spring Plans, an advice-only financial planning firm. She teaches people how to spend without guilt and save with intention. With extensive education and experience in financial services, Kathryn helps people release scarcity, get out of debt, and use money as a tool that supports their life.