Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This practical, interactive seminar explores how behavioural biases influence financial decision-making in both personal and professional contexts. Participants will develop practical skills to assess risk, improve judgment, communicate financial concepts effectively, and support better investment and business decisions for themselves, their clients, and their organizations.
This knowledge can help CPAs better understand client concerns, communicate investment concepts more effectively, and support more informed financial conversations and decision-making while also developing greater confidence in their own financial decision-making through a simplified approach to long-term investing and a personalized 30-day action plan.
Key Takeaways
By the end of this course, participants will be able to:
- Recognize behavioural barriers to confident investing, including perfectionism, fear of loss, analysis paralysis, and the pressure to make the “right” decision and apply these insights to better understand both client concerns and their own investing habits.
- Explain key long-term investing concepts, including volatility, compounding, diversification, time horizon, and the difference between investing and trading to support more informed client conversations and personal financial decisions.
- Evaluate common investment options and portfolio-building approaches, by understanding how ETFs, index funds, asset allocation, and strengthen their ability to discuss investment fundamentals with clients.
- Assess investment risk by understanding risk tolerance, risk capacity, and time horizon enabling more thoughtful analysis of financial decisions in both professional and personal contexts.
- Apply course concepts to their own financial well-being while gaining insights that can help them support clients in making informed financial decisions.
Who Will Benefit
This course will be especially relevant to professionals who influence financial decisions within organizations and CPAs who are:
- In financial planning and advisory roles,
- Working with owner-managed businesses,
- Finance managers and directors,
- CFOs and finance leaders,
- Interested in behavioural finance and decision-making
How to Access the Course
This course is a live webinar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time. To get the full experience of this interactive course, use a computer that has video and microphone capabilities.
If available, course materials can be accessed 2 business days prior to the course and should be downloaded in advance.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
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Maya Corbic, CPA, CA, is the founder of the Wealthy Kids Investment Club and the author of From Piggy Banks to Stocks: The Ultimate Guide for a Young Investor. She is an international speaker who helps families build investing confidence and teaches money concepts in a way that is practical, relatable, and easy to understand. Her work has been featured by CBS News, NBC, ABC, Fox, CP24, and CBC, and she has built a large digital platform on Instagram and Facebook focused on helping families raise financially capable children. |
