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Certificate of Achievement in Personal Finance

For your personal self improvement and financial literacy. The Knowledge Bureau has chosen 8 of its professional certificate courses which may be of interest to laypeople who want to learn more about tax and financial services in order to have a better relationship with their advisors or to learn to do some of the planning themselves. Any six courses in the program will lead to the Certificate of Achievement in Personal Finance.

STP1109Introduction to Personal Tax Preparation Services
SBP0110Basic Bookkeeping for Business
SEP0410Fundamentals of Succession Planning
SEP0510Business Valuation for Advisors
SIP0910Investment Strategies in Charitable Giving
SRP0509Tax-Efficient Retirement Income Planning

Or substitute up to two of the above with:

SIP0808Tax Efficient Investment Income Planning
SIP0709Elements of Real Wealth Management  ► Coming Soon


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