Goal is threefold: financial independence, financial durability, and financial advancement.
Are you new to managing your finances? Do terms like inflation and recession cause you stress? Are you looking for ways to make your finances more durable?
This lecture is designed to help you establish strong fiscal habits and create a personal financial strategy. Geared toward financial novices, the content is kept at a high level, with a focus on practical examples, relatable stories, and a strategic overview to help you work toward financial health.
Drawing from years of experience as a college and university instructor of corporate strategy, Andrew structures this lecture using a widely recognized strategic framework. Listeners will be encouraged to practice short-term, intermediate-term, and long-term financial strategies to build a holistic and sustainable financial plan.
The overall goal of the lecture is threefold:
Whether you're just starting out or looking for a reset, this lecture will guide you in developing a clear, strategic approach to your financial life.
CPA, BCom, MET
With his career beginning in the engineering field, Andrew brings a unique perspective into the accounting discipline - If it’s not practical, if it’s not efficient, then there must be a better solution. Specializing in strategy and performance management, Andrew’s experience has ranged from senior management positions to being a university instructor. If Andrew could only impart one lesson to his students, he would say that the strength of the CPA designation depends on them – let’s make this a profession the world esteems.
This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.
If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.
