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★ CPD Certified by CICC 2.0 Credits

【live】【CPD】RCIC Financial Management: Client Accounts, Bookkeeping & Tax

Master CICC-compliant financial workflows — from client accounts and bookkeeping to GST obligations and audit readiness.

Enroll Now — $50.00▶ View Session Details
Instructor
Annu Malhi RCIC-IRB, CPA, CA
Date (ET)
October 16, 2026
07:00 PM
Price
$50.00
Duration
2 hours
CPD
YES
Format
Live Webinar

Live Session

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Live Webinar — October 16, 2026 at 07:00 PM (ET)

Purchase this course to attend the live session.

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Enroll Now — $50.00

Your CPD Certificate

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Certificate Locked

Purchase this course to earn your
2.0-credit CPD certificate.

Enroll Now — $50.00

CPD Reporting to CICC

Reporting Period
July 1 – June 30 each year. Only hours completed within this window count toward that cycle.
How to Submit
Log into the CICC Member Portal and manually add this course to your CPD Learning Log.
Deadline
June 30.
Important
The CPD Credit Certificate you receive from us is your evidence of completing this course — keep it for at least 5 years as required by CICC.

Receiving this certificate does not automatically report your CPD hours to CICC. You must log them manually on the CICC Member Portal.

Your Instructor

Annu Malhi
Annu MalhiRCIC-IRB, CPA, CA

Annu Malhi is a dual-designated professional, entrepreneur, and industry practitioner with over 18 years of experience spanning immigration, accounting, finance, compliance, and business operations. As a Regulated Canadian Immigration Consultant (RCIC-IRB) and Chartered Professional Accountant (CPA, CA), and the Founder of Hydrangea Immigration Inc. and Lilac Accounting and Consulting, Annu brings a distinctive combination of technical expertise, leadership, and practical industry experience to professional training. With extensive experience across industries including banking, pharmaceuticals, aerospace, oil & gas, retail, and construction, Annu brings a unique blend of professional expertise, practical industry knowledge, and real-world experience to her training programs. Her mission is simple: to turn professional knowledge into practical skills, confidence, and career growth.

About This Course

Every RCIC in private practice handles client money — yet few receive formal training on how to do so compliantly. This two-hour live webinar bridges that gap, walking you through the complete financial lifecycle of an immigration practice from a unique dual perspective: licensed RCIC and Chartered Professional Accountant.

From the moment a client pays a retainer to the point you transfer earned fees to your operating account, every step carries CICC compliance obligations. We break down exactly what those obligations are, how to set up proper systems, and what CICC auditors look for when they review your practice.

Topics span client account management, bookkeeping fundamentals, financial statement literacy, GST obligations, and monthly reconciliation practices — all grounded in the day-to-day realities of running a small immigration consulting firm.

What You'll Learn

✓ Understand how money flows through an immigration practice — from consultation fees and retainers to disbursements and earned revenue
✓ Identify and meet CICC client account requirements, recordkeeping obligations, and common compliance concerns
✓ Distinguish between operating and client accounts, and know exactly which funds belong where
✓ Read and interpret a Profit & Loss Statement and Balance Sheet, and understand why profit does not always equal cash
✓ Build and maintain an audit-ready practice through proper file management, digital document systems, and monthly reconciliation habits
✓ Manage client account deposits, track individual client ledgers, and handle liability accounting correctly
✓ Know when and how to move client funds to revenue — with proper invoicing and documentation
✓ Apply GST rules correctly — including registration thresholds, advance payments, cross-border services, and applicable rates

Course Outline

1
RCIC Financial Workflow
How money flows: consultation fees, retainers, disbursements, invoicing, and receipts
2
CICC Financial Compliance Essentials
Key CICC Code requirements, client account rules, recordkeeping, and common compliance concerns
3
Operating Account vs. Client Account
Purpose of each account, handling advance payments, and client account exemption considerations
4
Understanding Financial Statements
Profit & Loss Statement, Balance Sheet, and why profit does not always equal cash
5
Building an Audit-Ready Practice
File naming, digital document management, separating business and personal expenses
6
Client Account Obligations & Deposits
Funds that belong in a client account, individual client tracking, and retainer management
7
Moving Client Funds to Revenue
When fees are considered earned, invoicing requirements, and avoiding premature revenue recognition
8
Monthly Client Account Reconciliation
Client ledger balances, client liability account, and three-way bank reconciliation
9
Refunds & Unused Retainers
Partial refunds, closed matters, and dormant balances
10
Tax Considerations
GST registration threshold, advance payments vs. invoiced services, cross-border services, applicable tax rates
11
CICC Audit Readiness & Best Practices
Maintaining complete ledgers, monthly reconciliations, transfer documentation, and compliance reviews
12
Questions & Discussion
Participant questions, practical scenarios, and closing discussion

Frequently Asked Questions (FAQ)

How do I access the course after purchasing?

Once your payment is confirmed, your account is automatically unlocked — no manual steps needed. Simply log in to the same account you used at checkout, return to the course page, and the video (or live session details) will be available immediately.

If you don't see access right away, try refreshing the page. If the issue persists after a few minutes, contact us and we'll sort it out promptly.

How long do I have access to the course?

Your access will expire in one year after purchase. Once you purchase a course, you can return to the course page and watch the video as many times as you like during this period.

For live webinars, the recorded session will be uploaded to the same course page after the event, so you can review it at your convenience even if you missed part of the live session.

How do I claim my CPD certificate?

After completing the course, scroll down to the Your CPD Certificate section on the course page. Enter your full name (as it should appear on the certificate) and your CICC licence number, then click Request My Certificate.

Your certificate will be emailed to you as a PDF within a few minutes. Keep it for at least 5 years as required by CICC.

Note: certificates are only available to enrolled students who are logged in.

Do I need to report my CPD hours to CICC myself?

Yes. Receiving a certificate from us confirms you completed the course, but it does not automatically update your CICC record. You must log into the CICC Member Portal and manually add this course to your CPD Learning Log before the June 30 deadline each year.

More FAQ

https://shop.holdthedoor.ca/pages/course-faq