As Canada transitions into a new economic era under the new government's evolving tax policies, financial professionals face unprecedented challenges and opportunities. To navigate this shifting landscape, staying informed isn’t just beneficial—it’s essential. That's why CE Summits – Advisory Diploma is a must-attend professional program for tax advisors, financial planners, and professionals dedicated to delivering exceptional value to their clients amongst complexity. These sessions are led by expert faculty Evelyn Jacks, Doug Nelson, Carol Willes and Ruth Horst on May 21 – register by the May 15 early-bird deadline!
KBR will not be publishing next week as we take a mid summer break but that doesn’t mean that Knowledge Bureau doesn’t have great mid-summer tuition offers for you! Here’s a rundown – act by July 30.
This stand alone certificate course perfect for those with no prior tax or financial services experience and recommended precursor to the full DMA™ Vocational Certificate, Diploma or Designation Program. Build confidence in yourself and your team members: the program takes about 20 hours, learn to prepare 24 case studies on professional tax software. Every newcomer to the tax and financial services will benefit from this education! Pre-register now. Canada’s Income Tax Fundamentals Course™ will be available September 10 and you can take advantage of this pre-sale offer!
The 2024 Acuity Conference for Distinguished Advisors (DAC) is pleased to announce Steven Furtado, CIM™, RWM™, FDFS™, and Young Advisor Award Winner as this year's Master of Ceremonies in Montreal, November 10-12. Join Steven as he kicks off the Thought Leadership Breakfast on Monday, November 11. Register by the September 30 early-bird deadline! Check out what Steven has to say about this year’s conference below, then visit the detailed online agenda, and learn more about this year’s line-up of illustrious speakers!
The inaugural MFA-P Symposium will be held in Toronto on October 30th, 2024. You’ll experience six dynamic sessions from industry leaders designed specifically to help advisors engage their clients about strategic charitable giving. It’s an opportunity to meet peers and industry leaders who can help you build your business.
Knowledge Bureau is pleased to introduce a new Diploma in Advanced Family Tax Compliance. This comprehensive program is ideal for experienced tax accountants and wealth advisors who require updating in the latest tax and economic changes from Finance Canada and CRA in order to help clients meet tax filing compliance requirements and family wealth planning objectives. The program comprises of four online courses, 5 chapters each, and 4 virtual CE Summit events. A special introductory tuition offer is available until July 30. Details below.
Check out the outstanding pre-conference activities we have selected to enhance your experience in Montreal! Open to all 2024 Acuity Conference for Distinguished Advisor attendees and their companions. Space is limited, reserve now!
Does the new government’s promise, expected soon, to cut the lowest personal income tax rate by 1% to 14%, go far enough to help Canadians impacted by high costs? What are alternatives in your view?
KBR will not be publishing next week as we take a mid summer break but that doesn’t mean that Knowledge Bureau doesn’t have great mid-summer tuition offers for you! Here’s a rundown – act by July 30.
This stand alone certificate course perfect for those with no prior tax or financial services experience and recommended precursor to the full DMA™ Vocational Certificate, Diploma or Designation Program. Build confidence in yourself and your team members: the program takes about 20 hours, learn to prepare 24 case studies on professional tax software. Every newcomer to the tax and financial services will benefit from this education! Pre-register now. Canada’s Income Tax Fundamentals Course™ will be available September 10 and you can take advantage of this pre-sale offer!
The 2024 Acuity Conference for Distinguished Advisors (DAC) is pleased to announce Steven Furtado, CIM™, RWM™, FDFS™, and Young Advisor Award Winner as this year's Master of Ceremonies in Montreal, November 10-12. Join Steven as he kicks off the Thought Leadership Breakfast on Monday, November 11. Register by the September 30 early-bird deadline! Check out what Steven has to say about this year’s conference below, then visit the detailed online agenda, and learn more about this year’s line-up of illustrious speakers!
The inaugural MFA-P Symposium will be held in Toronto on October 30th, 2024. You’ll experience six dynamic sessions from industry leaders designed specifically to help advisors engage their clients about strategic charitable giving. It’s an opportunity to meet peers and industry leaders who can help you build your business.
Knowledge Bureau is pleased to introduce a new Diploma in Advanced Family Tax Compliance. This comprehensive program is ideal for experienced tax accountants and wealth advisors who require updating in the latest tax and economic changes from Finance Canada and CRA in order to help clients meet tax filing compliance requirements and family wealth planning objectives. The program comprises of four online courses, 5 chapters each, and 4 virtual CE Summit events. A special introductory tuition offer is available until July 30. Details below.
