CPA practitioners: Request a financial literacy series

Help your employees and clients better manage their financials by using our no-cost, award-winning workshops.

Why accounting practices?

  • clients view their accounting firms as a trusted place for financial information
  • learning financial tools directly related to small and medium businesses can help owners better manage their business
  • research shows that offering financial literacy in the workplace can increase overall job performance and lower stress levels, creating a more committed and successful workforce

Why CPA Canada?

  • our award-winning Financial Literacy Program offers sessions that are specifically targeted to help small business owners and managers maximize their business efforts
  • our workplace sessions are specially designed to educate employees on personal finance matters and work to improve their overall financial health
  • our unbiased, objective educational sessions are delivered nationwide and at no cost
  • if the sessions are not to be conducted by a CPA volunteer in your practice, we will provide a CPA volunteer to deliver the presentation at your host location

What we can do together

CPA Canada and your practice can work together to educate your employees or clients on a series of key business-related and personal finance topics. We can provide no-cost sessions from basic topics to more advanced topics, in order to effectively assist in many different stages of both business ownership and personal financial matters. 

Session packages

We offer several sessions relevant to your business-owning clients or your employees, and we have combined some of our most popular sessions into series.

Package A: Basic

  • Understanding Financial Statements
  • Financial Ratios and Why They Matter
  • Growth and Expansion: How Best to Grow Your Business
  • A Healthy Balance Sheet and Why it Matters

Request Package A: Basic

Package B: Advanced

  • Advanced Financial Statements
  • The Money Side of Business
  • Getting Money: What Lenders and Investors Want
  • Maximize Your Business

Request Package B: Advanced

Package C: Personal Finances

  • Saving Strategies – Easy Concept, Difficult Reality
  • Estate Planning
  • Effective Tax Strategies
  • Fraud Protection
  • Planning for Your Retirement

Request Package C: Personal Finances

We also offer more than 40 sessions, view our full catalogue for more detail.

Hosting a session is easy, find out more about setting up a financial literacy session.

Want to learn more?

Not sure which package is right for you?  Contact us to find out more information.