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All items tagged with: online education

CSA’s Proposed Client-Focused Reforms: KYC and KYP Guidelines

Posted: July 03, 2018 By: Evelyn Jacks
Posted in: Strategic Thinking , Financial Literacy, compliance, knowledge bureau, Evelyn Jacks, Real Wealth Manager, online education, CSA, Canadian Securities Administration, fee disclosure, fee-based services, advisor commissions, financial advisor compensation, Know Your Client, Know Your Products, client-focused services, holistic financial advice

The Canadian Securities Administrators (CSA) recently proposed expanded guidelines on registrants’ obligations to act in a client’s best interests and on its proposals regarding embedded commissions. Knowledge Bureau is pleased to announce that Ian Russell, President and CEO of the Investment Industry Association of Canada (IIAC) will provide expert commentary on the matter at the Distinguished Advisor Conference November 10-14 in Quebec City.

Protecting Investors’ Best Interests: It’s Been a Long Journey

Posted: June 26, 2018 By: Evelyn Jacks
Posted in: Strategic Thinking , Financial Literacy, compliance, knowledge bureau, Evelyn Jacks, Real Wealth Manager, online education, CSA, Canadian Securities Administration, fee disclosure, fee-based services, advisor commissions, financial advisor compensation, Know Your Client, Know Your Products, client-focused services, holistic financial advice

On June 21st the Canadian Securities Administrators (CSA) released a harmonized set of proposals that requires investment industry representatives (registrants) to promote the best interests of their clients and put them first, to improve client outcomes. It’s something most clients would expect of their professional advisors; yet there are several investor protection concerns to address.

IMF Predicts Slowing Growth for Canada: What Can You Do About It?

Posted: June 12, 2018 By: Evelyn Jacks
Posted in: Strategic Thinking , Real Wealth Management, Financial Literacy, DAC, knowledge bureau, interest rates, Evelyn Jacks, Small Business, debt and cash flow management, Canadian economy, wealth management, entrepreneur, online education, NAFTA, Canada's competitivementss, cross-border trade, US, Trump US tax, real estatte market, economic trenda

The IMF predicts that if Canada and the U.S. fail to reach agreement on NAFTA, Canada’s competitiveness could take a serious hit, resulting in a drop of 0.4 percentage points or more in GDP. Donald Trump’s tweets about Justin Trudeau could further dampen the outlook. But, astute financial advisors can help clients meet their goals in these difficult times by staying on course.

Advisors Uncertain About Their Future: Finding New Direction

Posted: June 12, 2018
Posted in: Strategic Thinking , knowledge bureau, succession planning, Evelyn Jacks, financial advisors, tax advisors, tax education, entrepreneur, artificial intelligence, Executive Business Builder Program, online education, Real Wealth Managers, leadership development, corporate culture, Business Builder Retreat, holistic wealth management, transitioning a business, Fundamentals of Succession Planning

A new study shows that change in the financial services is leaving many advisors feeling unsettled and insecure about the future of their firms. If you’re one of them, exactly what are the solutions that can provide meaningful help to you?

Sneak Peek! Dig Deep and Overcome A.I. Risks with Tax Prep Value-Adds

Posted: June 12, 2018 By : Knowledge bureau Staff Writers
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?

Sneak Peek! Advisors Require Technical Skills Before Death of a Taxpayer

Posted: June 05, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking , Estate Planning, knowledge bureau, executor, succession planning, Evelyn Jacks, retirement planning, final returns on death of a taxpayer, tax courses, ce credits, master financial advisor, inheritance, tax education, financial education, Walter Harder, online education, taxes for deceased, holistic wealth management, estate services

Each year, 1 percent of the population passes away, generating tax consequences and other financial implications that impact remaining family members.Yet, often tax and financial advisors are hesitant to focus on tax-efficient estate planning, leaving it to attorneys instead. But you can add value as a more trusted advisor by offering a more holistic approach to a powerful financial moment by honing skills in discussing the tax consequences on death of a taxpayer.