Advisors Love the New CE Master Micro-Credentials

For seasoned advisors and tax professionals, continuing education isn’t just a box to check—it’s a tool for leadership, specialization, and stronger client outcomes. That’s why Knowledge Bureau has introduced CE Master Micro-Credentials: curated, high-impact CE collections designed to help you sharpen your skills across financial disciplines—and stand out in a competitive, increasingly regulated space.  Consider the experience of recent grads and then try it yourself!  Enrol this July and receive a special introductory discount.

What Is a CE Master Micro-Credential?

A CE Master Micro-Credential is an advanced recognition awarded upon completion of a series of focused, high-level CE courses in a key area of practice. Whether your expertise is in audit defense, retirement income planning, or wealth transfer, this credential marks your depth of knowledge in a specific specialization.  The following describes the student experience: 

“All the five courses are very useful especially for those HNW clients. The collection taken includes all topics that most HNW clients come across. Such as charitable donation, US taxation, TOSI, transfer assets to next generation, investing in volatile market etc. All those are very useful  and relevant in current economic conditions.” - Maria Meehung Cheng, RWM, MFA-P, DFA-Tax Services Specialist

“Completing over 10 of the bite-size micro courses has helped me keep up-to-date in developing tax planning strategies for my clients. The courses are easy to navigate and return to during any spare time at the end of my workday.” - TERRY McBRIDE, B.Comm., EPC, DFA, MFA-P, CEA, CLU, CFP

“It's great learning experience ” - Harvey Augustin, RRC, CFP, CLU, CEA, TEP, RWM, MFA-P

How Is It Different from Other CE?

These credentials go beyond the basics. Each collection is designed to build meaningful expertise in a subject that matters to your clients now. You’ll dive deep into applied strategies and real-world solutions across five specialized tracks:

• Know Your Client – A Profile-based approach to the issues clients care about most
• Financial Literacy – Add an educational dimension to the advisory relationship
• Tax Compliance – Grow confidence in a fast-expanding service area, especially for HNW clients
• Business Management – Better understand and communicate with business-owner clients
• Wealth Management – Strengthen planning across family generations within client households

Who Should Earn This Credential?

If you’re an established professional in financial services, tax, or accounting and want to align CE with your career growth, this program is designed for you. It’s ideal for those who want to deepen expertise, renew designations with purpose, and lead with credibility.

Why Pursue a CE Master Micro-Credential?

• Tailored to professionals ready to elevate their CE experience
• Demonstrates high-level mastery through practical, relevant coursework
• Supports renewal and advancement into advisory and leadership roles
• Shows clients and colleagues your ongoing commitment to excellence—with a professional certificate to prove it

“It is very useful information that we will need always to grow our company, and very important knowledge as well.” - Rosana Pinacio Iwasaki

Limited-Time Offer: Through July only, take any one of the five collections at 50% off. Register now with promo code: JULYCE