All items tagged with: online courses
Posted in: Strategic Thinking , Financial Literacy, Evelyn Jacks, ce credits, master financial advisor, Real Wealth Manager, CE summits, online courses, online education, testimonial, Graduates in the news, Knowledge Bureau graduate, Nancy Folliott, Ian Wood
Ian Wood, Assistant Vice President, Business Development, at Cardinal Capital Management, Winnipeg, is a graduate of Knowledge Bureau’s Master Financial Advisor (MFA™) and Real Wealth Manager (RWM™) programs. He says that his Knowledge Bureau education has helped him differentiate himself from his competitors, by providing him with a more detailed understanding of tax and financial planning topics. Here’s his story.
Posted in: Strategic Thinking , Debt Management, Financial Literacy, knowledge bureau, Evelyn Jacks, financial education, online courses, budgeting, US tax, NAFTA, Canada's competitiveness, trade agreement, buy Canadian, Canadian-made food, "Trump-free", Canadian dollar, Canadian agriculture, grocery budget, cross-border shopping, duties and taxes, US exemption limits, surtax, tariffs, Canadian economyu
Canadians spend anywhere from $4.7 to $8 Billion on cross-border shopping and if you spent the July long weekend looking for bargains in the U.S. you may have had an unpleasant surprise: despite the loonie holding some ground against US currency, a new 10% surtax on certain consumer goods came into effective July 1, when if you exceeded your exemption limit.
Posted in: Strategic Thinking , Real Wealth Management, Financial Literacy, knowledge bureau, relationship management, financial advisors, wealth managers, financial education, CE summits, Executive Business Builder Program, online courses, Business Builder Retreat, holistic wealth management, client-centric strategies, fifnancial advisor studies, future of wealth management, evelyn Jcks
Volatility is cited as the largest threat to the financial markets and 73 percent of advisors involved in the Natixis Investment Managers 2018 Global Financial Professionals Survey believe this will affect performance. Close to 90 percent believe their primary role is to help clients get through the emotional roller coaster – and their success increasingly hinges on this skillset as economic uncertainty rises.
Posted in: Strategic Thinking , Debt Management, Financial Literacy, knowledge bureau, Evelyn Jacks, Canadian economy, financial education, online courses, budgeting, US tax, NAFTA, Canada's competitiveness, trade agreement, buy Canadian, Canadian-made food, "Trump-free", Canadian dollar, Canadian agriculture, grocery budget
It could be a “Buy-Canadian” summer as trade tensions escalating between Canada and U.S. are starting a movement towards economic nationalism throughout Canada. But that comes at a cost - can you afford to spend more? Canadians currently have over $2 Trillion in debt, according to the Bank of Canada, and increased spending could dig a deeper hole.
Posted in: Strategic Thinking , tax preparation, knowledge bureau, Evelyn Jacks, advanced tax preparation, self-study programs, tax education, tax software, online courses, online education, family tax, artifical intelligence, value-add
The most professional tax practitioners are those who have excellent investigative skills in conducting the most exhaustive client interviews, and the best research skills in knowing when and where to look for help. Would you like to hone your skills and become one of them?
Posted in: Strategic Thinking , Financial Literacy, tax credits, knowledge bureau, Evelyn Jacks, tax courses, tax education, online courses, Disability Tax Credits, income tax filing, online education, medical claims, accessibility credits, caregiver credits, claiming medical expenses
The process of claiming home accessibility and medical expenses can be complex for eligible parties. When do home accessibility and medical expenses need to be claimed? How do you do it? How do you know which credits you’re eligible for? Here are some key guidelines.