Personal Finance Writer + Trainer + eLearning content developer
My NEW eNewsletter!
I am starting a free eNewsletter that will let you know about important issues regarding your personal finances. It'll also let you know when there is an update to any of my spreadsheets (and how to download them for free). And don't worry about your inbox - it'll only go out 10 times a year. Oh and you could win too - I'll select a subscriber at random each year to win a copy of all 5 of my books - signed by yours truly! SIGN UP HERE!
I am a trained accountant (CPA, CA) and not a financial advisor. I analyze the subject of personal finances the same way I would analyze a business. I try to arrive at the best answer to any personal finance issue based on pure logic, often using my favourite tool - Microsoft Excel. Since I don't sell any financial products, I have no incentive to give you one answer over another. My mission is to spread the word that personal finance is not that complicated and that you can take control and achieve your own personal financial dreams.
CPA Ontario verifiable CPD
Just to summarize, here are the rules for verifiable Continuing Professional Development for CPA Ontario:
Annual requirements: January 1 to December 31, 2017: 20 hours total, 10 hours verifiable.
Triennial requirements: January 1, 2016 to December 31, 2018: 120 hours total, 60 hours verifiable.
It's best to aim for 20 hours verifiable per year, why wait until December 2018!
To help you out, I'm happy to announce that all my courses are now available online through CPA Ontario's PD Portal! Get all your verifiable CPD at your own pace in the comfort of your home or office 24 hours a day, 7 days a week. Pause, rewind and review any sections you like. Click here for more details.
New clients welcome!
If you're looking for eLearning content development or customized personal finance training sessions for your own organization, you've come to the right place.
Get in touch with me anytime!
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(c) David Trahair, CPA, CA, 2018. All rights reserved.