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. 

CPA Learning and Development Guide

We took the time to collect courses and conferences across Canada to help you stay current in all areas including Big Data, Taxation, Payroll and Leadership, among others.

Download PDF here