Programs & Courses

Certificate Courses

Continuing Education for Tax and Financial Services Professionals

Knowledge Bureau's extensive list of continuing education courses are designed to help you expand your skill set to better serve the needs of your clients. Registering for a course is also a commitment to better educate yourself about leading-edge trends and strategies in tax and finances. Those looking for CE credits and certification have come to the right place!

Your experience counts. Start at entry level, or engage in professional development.

Investment & Retirement Courses

Tax Efficient Retirement Income Planning (New Features)

Investment & Retirement, Succession & Estate Planning, Tax Planning

Tax Efficient Retirement Income Planning (New Features)

This leading-edge program is designed to provide structure and process for advisors interested in specializing in tax-efficient retirement income planning. This is a skillset in great demand by the baby boomer demographic—the most affluent generation in our history—who seek credible, trusted, and expert solutions to their complex retirement planning requirements and view tax erosion as the biggest threat to their wealth.

Debt and Cash Flow Management

Bookkeeping and Accounting, Investment & Retirement, Succession & Estate Planning

Debt is the number one financial issue in Canada today.  This course will help students to advise their clients on what debt is and how to use it properly; enhance their ability to manage debt and cash flow to accumulate wealth for the future.

 

Portfolio Risk Management in Retirement

Investment & Retirement

Portfolio Risk Management in Retirement

Largely due to advances in preventing heart disease and more aware, and healthy, lifestyles, Canadians who reach age 65 are more likely than ever to live into their 90's.  This takes retirement income planning into a much longer period in which a focus on continued accumulation and investing is as important as tax-efficient withdrawal of funds.  Capital must be preserved at the same time.  This course reviews the measurement and calculation of risk and return from this perspective.

Investment Strategies in Charitable Giving

Investment & Retirement, Succession & Estate Planning

Investment Strategies in Charitable Giving

Canadians are becoming more philanthropic; giving more every year to causes that are important to them, but there is today a major change in the world of philanthropy—people want to be in control of how they give.  They are holding the organizations accountable for the money and want to see how it is managed.   They’re becoming far more demanding in wanting to maximize the impact of their donations.  This course is to assist financial advisors who want to ensure their clients’ gifts complement their overall wealth management strategy in a tax-effective manner.

Tax Strategies for Investors

Investment & Retirement, Succession & Estate Planning, Tax Planning

Tax Strategies for Investors

Tax, financial planning and wealth management competencies are required to fund income and capital accumulation goals derived from investments. The advisor must use a strategy and a process geared to preserving, growing and transitioning wealth tax efficiently to the next generation, throughout the lifecycles of individuals within a family.

Use of Trusts in Tax and Estate Planning

Investment & Retirement, Succession & Estate Planning

Use of Trusts in Tax and Estate Planning

You need to know the pros and cons of all possible solutions for wealth and succession planning. Planning with trusts is becoming more and more common, and if you can’t answer questions and explain the concept, your clients will find someone who can. This course will provide you with a well-rounded knowledge to nail down a long-term and potentially intergenerational connection to the client and their family with the ability to lead probing questions and connect with the right professionals who can facilitate the right estate planning solutions.


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