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Wealth Management

The CPA Personal Finance Playbook (Podcast - ProDio)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar
NEW SEMINAR

Overview

A practical audio guide for CPAs who want their personal finances to work as hard as they do.

 
Access expires 180 days from purchase date

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.

Learning Objectives

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

Content

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.

Course Content Created: September 2026

The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.

Presenter

Nelson Soh, CPA, CA

About This Product

On-Demand Courses by ProDio. ProDio Audio Learning Inc. helps busy professionals at all levels get an edge with ready to use skills. From Accounting Ethics to Business and Power Skills, ProDio partners with expert instructors and guests to create engaging story-style scenario learning in an audio format that can be listened to on-demand while commuting, exercising etc. All ProDio courses are eligible for CPD credits and include learning outcomes, quizzes, handouts and a completion certificate.

Please note that not all on-demand courses include downloadable materials such as course notes or slides.

How to get started

After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Register Now
Course Code: A6A340A_OD
Course Details
Cost
$60
Members
$70
Non-Members
Eligible Hours
1
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
2
Credits
Prerequisites
Prerequisites
Not applicable
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.
Credit Card Fee

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.

Wealth Management

The CPA Personal Finance Playbook (Podcast - ProDio)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar
NEW SEMINAR
Course Details
Cost
$60
Members
$70
Non-Members
Eligible Hours
1
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
2
Credits
Prerequisites
Prerequisites
Not applicable

Overview

A practical audio guide for CPAs who want their personal finances to work as hard as they do.

 
Access expires 180 days from purchase date

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.

Learning Objectives

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

Content

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.

Course Content Created: September 2026

The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.

Presenter

Nelson Soh, CPA, CA

About This Product

On-Demand Courses by ProDio. ProDio Audio Learning Inc. helps busy professionals at all levels get an edge with ready to use skills. From Accounting Ethics to Business and Power Skills, ProDio partners with expert instructors and guests to create engaging story-style scenario learning in an audio format that can be listened to on-demand while commuting, exercising etc. All ProDio courses are eligible for CPD credits and include learning outcomes, quizzes, handouts and a completion certificate.

Please note that not all on-demand courses include downloadable materials such as course notes or slides.

How to get started

After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Register Now
Course Code: A6A340A_OD
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.
Credit Card Fee

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.