CPA Personal Finance Playbook

Instructor

Nelson Soh, CPA, CA

Overview

CPA PERSONAL FINANCE PLAYBOOK

Course Description: 

As a CPA, you spend your career advising others on financial decisions, yet your own personal finances often get pushed aside between deadlines, career growth, and life transitions. This audio course is designed to flip that script. The CPA Personal Finance Playbook is a practical, real-world guide to building financial stability, flexibility, and long-term wealth as a professional. 

In this audio e-learning session, you’ll learn how to structure your cash flow, manage debt intelligently, build a meaningful emergency fund, use RRSPs and TFSAs strategically, protect your income with insurance, and approach taxes from a personal planning perspective. Rather than focusing on theory, this course connects personal finance directly to a CPA’s career journey: income growth, bonuses, entrepreneurship, and changing life priorities. You’ll walk away with a clearer system for your money, fewer financial blind spots, and more confidence in how your finances support your career. This course is ideal for early- to mid-career CPAs who want an informed, calmer, and more intentional relationship with their money.

LEARNING OUTCOMES:

1. Structure your cash flow for your lifestyle
2. Manage debt strategically instead of emotionally
3. Design an emergency fund that supports your life circumstances
4. Use registered and non-registered accounts intentionally
5. Understand investment risk and asset allocation
6. Protect your income with the right insurance foundation
7. Apply tax planning concepts to your own financial life
8. Connect money decisions to career and life goals
 

INSTRUCTIONS FOR COMPLETING THIS COURSE

•   This course is best experienced on the free ProDio mobile app.  Download the ProDio app now on the App Store (iPhone) or Google Play (Android). App is not supported on iPad. Use the Safari web browser.
•   Our recommended web browser is GOOGLE CHROME for best performance.
•   Please ensure your mobile phone or web browser is updated.  You may experience issues with older phones or web browsers that are no longer supported, such as Microsoft Internet Explorer.
•   Listen to each module completely and in order. Modules will only mark as completed when the entire module has completed.
•   Review questions are included on the handouts tab.  Please print the review questions and, when appropriate after a module has finished, complete the appropriate review question. 
•   Course Index: This course includes a key points handout and a full course transcript. To locate a key term or topic, please search (crtl-F) these documents.
•   Completed modules will be indicated by a check-mark.
•   Once all audio modules have been marked as complete you can begin the quiz.
•   The course will not complete unless all modules and quizzes are marked as complete.
•   Once you complete the final quiz and complete the course, please complete the course evaluation.
•   Following the evaluation, you will be able to download your completion certificate.
•   After the course is completed, you will no longer be able to retake the quiz.
•   You will be able to access the course content (audio files and handouts) for 1 year after purchase.
•   Download your completion certificate at any time from your "My Courses" page.
 

PREREQUISITE REQUIREMENTS: None

MEETS THE STANDARDS OF:
CPA Ontario (Chartered Professional Accountants of Ontario)
CPA Alberta (Chartered Professional Accountants Alberta)
CPA BC (Chartered Professional Accountants British Columbia)
CPA MB (Chartered Professional Accountants Manitoba)
CPA NB (Chartered Professional Accountants New Brunswick)
CPA NS (Chartered Professional Accountants Nova Scotia)
CPA PEI (Chartered Professional Accountants Prince Edward Island)
CPA Saskatchewan (Chartered Professional Accountants Saskatchewan)
CPA NL (CPA Newfoundland & Labrador)
CPA Quebec (Ordre des CPA du Québec)

COPYRIGHT: All content associated with this course is the property of ProDio Audio Learning Inc. and you may not copy or distribute course content without written authorization.

PLEASE NOTE: Due to the nature of our course content, once the course has been purchased, we are unable to provide refunds.

SUPPORT: Please email support@prodiolearning.com if you require assistance.