Goal Setting Set SMART goals that are specific, measurable, action-oriented, realistic, time-framed. Financial Fitness Self-Assessment Determine how well you are currently managing your finances. Values Validator Determine the things in life that are most important to you. Monthly Budget for Teens Help teenagers living at home create a monthly budget. Role Model Self-Assessment Determine what kind of financial role model you are. Document Organizer Organize your documents in preparation for filing your taxes. Cash Flow Organizer Get a clear picture of your cash flow — what is coming in and what is going out Net Worth Worksheet Get a snapshot of what you own (your assets) and what you owe (your liabilities) Post-Secondary Student Budget This worksheet will help students accurately estimate the total budget they need For questions, please email us.
ESG Symposium 2023 May 30, 2023 A new frontier for environmental, social and governance (ESG) issues is upon us. Learn how to navigate environmental and social risks and opportunities at this event for CPAs, leaders and other professionals from every industry.
AICPA & CIMA advanced personal financial planning conference 2023 June 5, 2023 Become a year-round resource for your clients with the Advanced Personal Financial Planning curriculum’s leading technical guidance from esteemed thought leaders.
The ONE Conference 2023 September 12, 2023 2023 will require businesses to remain resilient through turbulent times. Get the information you need to continue the evolution of your organization at CPA Canada’s flagship conference. Attend in person or online – your choice!