How to Retire in 10 Years or Less (On-Demand - CPABC)
Overview
Retirement planning doesn’t have to start in your 20s. If you’re a CPA in Canada and feeling behind, or know someone who is, this course is your roadmap to financial freedom no matter your starting point.
Watch a short promotional video of the course here:
Access expires 180 days from purchase date |
Course Description
Applicable for
Learning Objectives
- Implement the most important step for personal finances: tracking your spending
- Optimize your retirement accumulation and drawdown strategy using a FREE spreadsheet
- Decide what is the best option: RRSPs, TFSAs, pay down debt or use a regular investment account using another FREE spreadsheet
- Appreciate all the different retirement funding sources including RRIFs, annuities, CPP and OAS
- Know all the advantages and disadvantages of RRIFs versus annuities
- Understand how to make use of the tax opportunities available during retirement
- Be cognizant of the risks of old age healthcare costs including what the government covers and what they don’t
- Be aware of the tax implications of death including probate fees
- Use a free online resource to you choose the right rewards credit card
Content
- Updated demos using Microsoft Copilot in Excel to automate financial analysis
- Fresh insights on banking tools, credit card strategies, and reverse mortgages
- Expanded coverage of retirement drawdown strategies, estate planning, and healthcare costs
- Real-life case study: The Simpsons’ 10-year retirement journey, with downloadable spreadsheets
- You’ll also receive free access to powerful Excel tools, including:
- The Procrastinator’s Number Cruncher
- RRSP vs Pay Down Debt Calculator
- RRSP Needed for Mortgage Calculator
- Estate Planning Record Keeper
- Drawdown Risk and Annuity Return Calculators
Course Content Created: October 2020
Course Content Updated: September 2025
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 While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur.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
David Trahair, CPA, CAAbout This Product
On-Demand Courses by CPABC are recordings from live seminars, made available with any corresponding handout material, where available.
These titles are eligible for Verifiable CPD Hours – in order to claim these hours as verifiable, you will be required to successfully complete a short quiz. You will be able to print or save your electronic certificate of completion.
How to get started
Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.
Course Dates & Registration
- 4
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 5
- Credits
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.
How to Retire in 10 Years or Less (On-Demand - CPABC)
- 4
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 5
- Credits
Overview
Retirement planning doesn’t have to start in your 20s. If you’re a CPA in Canada and feeling behind, or know someone who is, this course is your roadmap to financial freedom no matter your starting point.
Watch a short promotional video of the course here:
Access expires 180 days from purchase date |
Course Description
Applicable for
Learning Objectives
- Implement the most important step for personal finances: tracking your spending
- Optimize your retirement accumulation and drawdown strategy using a FREE spreadsheet
- Decide what is the best option: RRSPs, TFSAs, pay down debt or use a regular investment account using another FREE spreadsheet
- Appreciate all the different retirement funding sources including RRIFs, annuities, CPP and OAS
- Know all the advantages and disadvantages of RRIFs versus annuities
- Understand how to make use of the tax opportunities available during retirement
- Be cognizant of the risks of old age healthcare costs including what the government covers and what they don’t
- Be aware of the tax implications of death including probate fees
- Use a free online resource to you choose the right rewards credit card
Content
- Updated demos using Microsoft Copilot in Excel to automate financial analysis
- Fresh insights on banking tools, credit card strategies, and reverse mortgages
- Expanded coverage of retirement drawdown strategies, estate planning, and healthcare costs
- Real-life case study: The Simpsons’ 10-year retirement journey, with downloadable spreadsheets
- You’ll also receive free access to powerful Excel tools, including:
- The Procrastinator’s Number Cruncher
- RRSP vs Pay Down Debt Calculator
- RRSP Needed for Mortgage Calculator
- Estate Planning Record Keeper
- Drawdown Risk and Annuity Return Calculators
Course Content Created: October 2020
Course Content Updated: September 2025
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
David Trahair, CPA, CAAbout This Product
On-Demand Courses by CPABC are recordings from live seminars, made available with any corresponding handout material, where available.
These titles are eligible for Verifiable CPD Hours – in order to claim these hours as verifiable, you will be required to successfully complete a short quiz. You will be able to print or save your electronic certificate of completion.
How to get started
Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.
Course Dates & Registration
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.