Practical resources from industry experts to help you succeed.

This CPA Ontario course bundle is divided into five areas:

  • Preparing a Business Plan
  • Preparing an Operating Budget
  • Ethical Decision Making in a Crisis
  • Getting More from Your Financial Statements
  • Introduction to Capital Budgeting

You will discuss how to tell a story through a business plan, look at the overall structure and components, and discuss the best ways to address risk.

The section on operating budgets will cover key points on how to prepare accurate and useful operating budgets and forecast future performance. Topics covered will include incremental-based budgeting vs. zero-based budgeting, ground-up approach, key performance indicators (KPIs) and more.

Explore ways to strengthen your ethical compass and decision-making skills, and gain insight from real-life scenarios. Learn how other organizations have dealt with their stakeholders during unexpected situations and how they have lived up to their core values.

A step-by-step guide will be provided to show you how to utilize data from balance sheets, income statements, cash flow statements and notes to financial statements. Those without a financial background will have an opportunity to interpret and use financial statements.

Gain a basic working knowledge of capital budgeting techniques and examine how companies apply the theory. You will look at actual methods that are actively being used in Canadian companies.

There will be a final quiz to test your knowledge at the end of the course.


  • Prepare a thorough and useful business plan and operating budget
  • Learn the function and benefit of capital budgeting and how to do it
  • Identify key ethical principles and learn how to maintain an ethical compass to deal with a crisis
  • Deconstruct and find valuable information in financial statements through financial analysis


Business professionals with basic financial knowledge and a keen interest in improving business practices using thoughtful financial processes.