About Our Private Client Services
We are proud to help you on a private client basis; that is, we can help you develop courseware and deliver it in multi-media—online, in the classroom, in conference, or by self study--on a branded, co-branded or private label basis.
And because The Knowledge Bureau is a national certified post-secondary institution, we develop certificate courses, programs for CE credit or more formal designation programs as well, to enable your advisors to demonstrate the important knowledge credentials so critical for positioning in today’s markets.
We have worked with most major players in the tax and financial services. For more information, click here.
Testimonials
"In Mutual Fund Wholesaler Dimensions Standard Life is the number one company in Canada overall, #1 in the general survey in 6 of 9 categories and 8 of 9 in Core Supporter scores, based on a 2009 Environics Survey. We are very pleased with these results, which are, in part due to our great relationship with you, Evelyn, and The Knowledge Bureau."
Mick Kelly, Vice President - Sales
Retail Markets - Standard Life
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