CE Credits
Knowledge Bureau - 3.5 CE/CPD Credits - Non-Verifiable
Knowledge Bureau - 6.5 CE/CPD Credits - Verifiable


Workshop Catalogue

Year-End Planning: For Investors and Small Businesses

We invite your organization to also join us as a partner of the CE Summits. This is an opportunity to talk to an audience of tax practitioners and financial advisors who are decision-makers. These financial professionals are interested in a demonstration of your product and services, new features and how to integrate your product into busy practices.

    Partnership Information

There are three key benefits of becoming a partner at CE Summits:

  1. Be present with a qualified audience for your product.
  2. Increased reach through enews – an educational article, plus a personalized follow-up message to attendees.
  3. Qualify for advantageous group rates for your circle of influence. Partners automatically become a Strategic Education Partner with Knowledge Bureau. This means your channel of clients and teams of associates also qualify for preferred pricing on all Knowledge Bureau products for the entire year.

Please join us as an education partner in raising the bar in professional development for top advisors in the financial services who provide real wealth management.

Contact us at 1-866-953-4769 to arrange an appointment.

                              PLEASE JOIN US !


What Our Partners Say



“The reason Intuit partners with Knowledge Bureau is simple… the quality of the attendees! They are an engaged audience.”  Scott Zandbergen, Intuit Group Marketing Manager


“Knowledge Bureau provides our clients with tax training for new staff,  as well as seasoned staff looking to enhance their portfolio of services to their clients.  That’s why we are a proud contributor to the Distinguished Advisor Workshops (DAW).” Marc Labrecque, Sales Director, Trilogy Software.