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Emotions are a significant part of everyday life, impacting many decisions we make. With respect to investing, it is important to understand the emotional decisions we are faced with and how our response can have an impact on overall investment success.

Our program provides unbiased, functional, and clear financial literacy information to the general public. We deliver free financial literacy education at the grassroots level through our national CPA member network.

Dividends are income distributions from a company to its shareholders. But how powerful are the power of dividends in your portfolio?

Accounting and other financial information can be viewed as a large set of structured data: hence highly amenable to machine learning, correspondingly responsive to current accounting and auditing processes, and decidedly impactful on the work that CPAs perform.

The way we think about investing is changing; we believe that success can’t be understood with just a set of numbers. A discovery process using the cutting-edge field of behavioural finance can help advisors to better understand their clients and what influences their wealth decisions.

Do you have a client that is involved in a dispute with their financial services firm? If so, the Ombudsman for Banking Services and Investments (OBSI) is available to help resolve their financial complaints.

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