Registration and CE/CPD Credits


2018 Agenda (PDF) 2018 Agenda Registration Form     Partnership Package

 

Save Money: Register early for the 15th Annual Distinguished Advisor Conference and Earn Up to 15 CE/CPD Credits!

Registrations to DAC are accepted until October 31, but you can save the most money if you register by June 15. (Then use your savings to pay for travel, hotel or fun!)  A final early registration deadline is September 15.  After this, everyone pays regular rates.  An easy instalment plan is available too, so why wait?    Download 2018 DAC Registration PDF

How to Register and Book Hotel Rooms

Complete your application form (click here to download) and book your hotel at the same time.  Then scan and email it to registrar@knowledgebureau.com. You can also call us at 1-866-953-4769 to enroll by phone or fax your registration to 204-953-4762.

Tuition Fees Deductibility

Tuition fees appear below.  Taxes extra. If paying by instalment, note that taxes and instalment fee of $95 will be added to first payment.  Tuition fees may be deductible. Prices subject to change without notice.

Early Registration Offers Regular Tuition Tuition Spouses Instalment Plan
Includes $95 instalment fee. Taxes extra
By June 15 $2500 $1895 $495 Single delegate 3 x $ 663.00
With spouse 3 x $828.00
By September 15 $2500 $1995 $595

FULL PAYMENT ONLY

Instalment Plan Only Available until June 15

Group Registrations:  Enquire about a 10% reduction on tuition for multiple enrolments from your group.

What’s Included:  Tuition fees include accreditation and certification for approximately 15 CE/CPD credit hours (see below), Knowledge Journal and powerpoints (please bring your own laptop, tablet or phone for electronic viewing), Grand opening reception, breakfasts, mimosa breaks, the DAC Gala Dinner.   Please visit agenda (hotlink) often as speakers and topics are added. 
Graduate Lunch:  RWM™, MFA™ and DFA-Specialist™ students and grads are invited to this complimentary celebration of excellence.

CE/CPD Credits

The DAC is a great way to earn continuing education credits for designations and licensing requirements in the tax and financial services.  The conference will be assessed for Continuing Education credits when final content is determined and reviewed by the following accreditors:
• Knowledge Bureau Designation Credits
• AIC (Alberta Insurance Council)
• ICM (Insurance Council of Manitoba)
• IIROC (CECAP) - Investment Industry Regulatory Organization of Canada
• Chambre de la sécurité financière (CSF)

Employees and the Tuition Fee Amount

Knowledge Bureau is a private, designated educational institute and our tuition fees qualify for the Tuition Fee Tax Credit if over $100.  This includes the fees for all self-study courses, the Distinguished Advisor Workshops and the Distinguished Advisor Conference™ (DAC).  It is an important option for the partial recovery of costs paid by employees who fund their own conference fees.   To claim the amount on your tax return, you’ll need a completed Form T2202A, which is available through the Knowledge Bureau.  Simply  Logon to the Virtual Campus and go to the Administration section for access to your Form T2202A.
Students in self-study courses, qualify for part-time education and textbook amount when they work on their course for at least three consecutive weeks and at least 12 hours per month is devoted to coursework. The part-time education and textbook tax amount of $140 is available at the federal level for each month during which the minimum hourly requirement is met. Additional provincial credits are also available and vary by province of residence. Eligibility for the amount is shown on your T2202A. Students should record their hours monthly on the T2202A input form (in the Administration section of the Virtual Campus). Once the year is complete, the T2202A may be printed to include with your tax return for the year.
Attendance at the Distinguished Advisor Workshops and the Distinguished Advisor Conference™ (DAC) will qualify for the tuition amount, but will not qualify for the part-time education and textbook amount as the requirement for three weeks duration is not met.

 

Self Employed Attendees

Tuition fees for self-study courses, workshops and educational conferencing may also be tax deductible by self-employed professionals as a business expense. Your receipt for payment to Knowledge Bureau is your documentation for the expense claim. GST/HST paid is also recorded here.

The Distinguished Advisor Conference™ (DAC) is held in locales where Canadians go to retire to determine the economic, retirement, investment, currency, health risk management and tax environment for which tax and wealth planning is required.   This makes the educational programming unique and specific to the wealth management needs of clients and unavailable elsewhere in North America.  Expenditures may be deductible; however, delegates should seek professional advice for their personal circumstances and to understand potential restrictions and how to account for business vs. personal expenditures.  A maximum of two conventions per year are claimable when a business exists with a reasonable expectation of profit. Several other criteria may exist for out of country conventions. See IT-357 for more information or call 1-866-953-4769 if you need assistance.