All items in: Your Professional Development

DAC 2017: Frankly, the best conference you’ll attend this year!

Posted: July 17, 2017
Posted in: Strategic Thinking, Your Professional Development
Be sure to make room on your calendar to join us this fall in Kelowna, November 5-8, for the absolute best educational experience of the year, packed with cutting-edge programs. 

Calling all Mentors, Leaders and Change-Makers on LinkedIn! Join our new Business Builder Group

Posted: July 17, 2017
Posted in: Strategic Thinking, Your Professional Development
The financial industry is truly at a crossroads of change. We feel pressure from disrupting forces like fintech and advisor-bots. Our clients need us more than ever, but they have concerns about our professionalism following the financial crisis of 2008. And we put pressure on ourselves to stay competitive and knowledgeable. But these are the kinds of challenges that we as entrepreneurs live for. They’re what make us survivors.

DAC 2017: In This Age of Disruption, Our Speakers Will Keep You Current

Posted: July 07, 2017
Posted in: Strategic Thinking, Your Professional Development
This year’s Distinguished Advisor Conference marks the fourteenth year of DAC. It’s become a great tradition in the world of financial education, and there has never been a better time than now to attend. At this year’s conference in Kelowna, B.C., our speakers will be presenting information and solutions that are relevant to today’s issues. 

Designated Advisors in Tax and Wealth Advisory Services in High Demand

Posted: January 05, 2016 By : Knowledge Bureau
Posted in: Breaking News, Your Professional Development
At this time of year, professional tax and financial services are looking for highly qualified personal tax professionals for seasonal tax preparation and planning work Knowledge Bureau’s Distinguished Financial Advisor (DFA) – Tax Service Specialist™ designation bring you up to speed quickly with its online programs; in fact you (or your staff) can begin today.

Financial Literacy Report Cards: Teaching Top 6 Skills

Posted: June 23, 2015 By: Evelyn Jacks
Posted in: Your Professional Development, Succession & Estate Planning, Tax Planning
It’s report card time for kids, but it’s also a good time for parents and teachers to reflect on the level of financial literacy among students, and bringing more effective financial education to next year’s curriculum, which begins just a couple of months from now.

11 More Ways To Measure A Truly Rewarding Life

Posted: June 16, 2015
Posted in: Your Professional Development, Succession & Estate Planning, Tax Planning
How important are a tax and financial advisor’s “soft skills?”  Having deeper conversations about many life components, other than finance, can be an important first step in improving your clients’ lives.