Your Training Plan

At every point in your financial career, we challenge you to take your impact to the next level.


For yourself or a colleague.

Prepare Goal Chart

Single Application Form


Customized programs for people in your organization.

Prepare Education Map

Office Application Form


Career Enhancement Path

Individuals:       Take an entry level certificate course– just 30 hours online.
Professionals:   Customize your own continuing education or a path for people in your firm.
Organizations:  Contract with Knowledge Bureau to design curriculum and deliver it with you. 

Schedule a Free Educational Consultation


Professional Development Path

Professional excellence requires continual learning. We make that easy too. Take in a one-day workshop, or an international conference in conjunction with online studies to network and learn with distinguished advisors and instructors who will inspire you.