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All items tagged with: online education

Knowledge Bureau Launches 7 New Online Courses

Posted: October 30, 2018
Posted in: Strategic Thinking , Personal Tax, corporate tax, tax courses, investment courses, professional development, online courses, online education, retirement courses

Against the backdrop of high interest rates, complex tax changes and an economic climate that’s increasingly volatile, Knowledge Bureau has given professionals in the tax and financial services industry more tools to cope with their clients’ questions. With seven newly updated tax courses launching November 1, it’s an opportunity to enhance your education before year-end.

Graduates in the News: Michael Akpan, DFA

Posted: October 30, 2018
Posted in: Strategic Thinking , online education, Graduates in the news, grads in the news, Nancy Folliott, designates, DFA - Bookkeeping Services Specialist

Michael Sunday Akpan of Akpan Corporation in Orleans, Ontario, graduated from the DFA – Bookkeeping Services Specialist Program and enthusiastically shared how this education has helped him reach new goals in his business: “I am successful because I have a vision for a better life. I have the power to do something incredible!”

Graduates in the News: Ian Wood, MFA, RWM

Posted: September 10, 2018 By : Knowledge Bureau Staff
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.

Graduates in the News: Lilian da Silva

Posted: September 03, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , tax preparation, Financial Literacy, CRA, knowledge bureau, Evelyn Jacks, bookkeeping course, ce credits, tax education, financial education, entrepreneur, online education, Bookkeeping for Small Business, Nancy Folliott, financial statements

Entrepreneur Lilian da Silva of Cambridge, Ontario is a recent graduate of two Knowledge Bureau’s courses, Bookkeeping for Small Business and Advanced Payroll for Small Business. She is so excited about her future, and ready to start her third course for her first diploma. Here’s her story:

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.