Programs and Courses

The most comprehensive source of continuing education for financial and tax professionals in Canada

KNOWLEDGE BUREAU DESIGNATION PROGRAMS:  COMPETENCY AND PROFICIENCY MAP

 

Take a pathway to specialization:   One of five new designations to hone deep technical knowledge and skills plus an opportunity to become your clients’ most trusted advisor, the Real Wealth Manager.   Your “anytime” start is online, but never alone:  take advantage of nurturing personal coaching, cutting edge software solutions and the option to learn peer-to-peer, too.