Please choose between the following three options for navigation.
Get practical fingertip access to the myriad of facts, figures, definitions, strategies and general information required to do a financial plan today.
Prices may change without notice.
This publication is designed to help public accountants and consultants develop professional personal financial plans quickly and efficiently, and make a difference for their clients.
The manual is a study guide for candidates for the professional designation and a complete reference service for financial planners.
Keep your knowledge current and help your clients make the right moves for their financial future.
November 7, 2019
Join CPA Canada’s Financial Literacy Program in Ottawa, our nation’s capital, as we look at the trends changing the economic landscape and how they will affect how Canadians manage their money.
This event has multiple dates and locations. See event details for more information.
Join this hackathon and challenge yourself to harness data and technology to disrupt traditional financial analysis. Gather with diverse and innovative professionals and students. Work in teams and win cash for creative ideas.
September 23, 2019
Canada’s dynamic, must-attend CPA event of the year is heading to Montréal with the theme of innovation for sustainability.