Tax and Wealth Management Courses



Taxation for Canadian Businesses – University of Toronto (Online and In-person). Fall 2020. Discover key elements of taxation for individuals/corporations from employment, business and property. $849. CPD 48 hrs.

Tax Compliance in an Era of Change – Welch LLP (Online). Highlighting compliance issues faced by practitioners when preparing corporate tax returns, trust tax returns and personal tax returns.


Commodity Tax Symposium – Although the Commodity Tax Symposium is cancelled this year, they are looking into alternative digital options (example: live webinar series) instead. For inquiries please email


Wealth Management


Capital Markets, Asset Valuation and Portfolio Management – University of Toronto (Online). September 9 – December 8, 2020. Learn to use asset-valuation tools for a range of assets, including equity, debt, derivative
markets, real estate and venture capital. $849. CPD 48 hrs.

Technical Analysis of Financial Markets – University of Toronto (Online). September 12 – November 21, 2020. Learn about charting patterns, quantitative indicators and risk management techniques and undergo trading
or simulation exercises that use real-life examples.$995. CPD 30 hrs.

Advanced Investment Strategies – Canadian Securities Institute (Online). Help clients make smarter investment decisions and reach their goals. $770.


For our full CPA Learning and Development Guide, download PDF below. 

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