All items tagged with: testimonial
Posted in: Strategic Thinking , Evelyn Jacks, distinguished advisor conference, Michael Geist, DAC speakers, grads in the news, Jack Mintz, DAC 2019, Delegates, DFA - Tax Services Specialist, DAC testimonials, DAC sessions, DAC in Puerto Vallarta
Make a great decision to experience education differently in 2019 – and earn 15 CE Credits. Register early for next year’s Distinguished Advisor Conference (DAC) in Puerto Vallarta, Mexico. Access to an easy pay instalment plan ends November 30.
Posted in: Strategic Thinking , Real Wealth Management, Financial Literacy, financial education, Real Wealth Manager, testimonial, Stefanie Keller, Graduates in the news, holistic financial planning
“Knowledge Bureau is in the forefront of the industry. We must get that message out to the public; it is a game changer,” says Stefanie Keller, CEO of Stellar Wealth and Tax Solutions in Winnipeg.
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 , tax preparation, knowledge bureau, Evelyn Jacks, personal tax preparation, tax course, tax education, people in the news, self study online, testimonial
Accredited CGA and CPA David Booth recently took Intermediate Personal Tax Preparation and had the following to say about his experience: