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!
Is it time to differentiate your financial practice? Take an academic path leading to specialized designations and arn new credentials towards your DMA™ Designation. You’ll master the knowledge and skills that will yield immediate results for you and your clients, at a special tuition price when you enrol by April 28. Select any two certificate courses of your choice for only $1,190 (save 34%).
Will the March 28 Federal Budget further erode Canadians’ accumulated wealth with new taxes, alongside the continued inflationary and interest rate pressures that already have a significant affect? Find out the answers to this and much more at the May 24 Retirement and Estate Planning Update… a CE Summit Hybrid Learning Event, featuring the thought leadership of best-selling authors and educators in Canada. Register now!
There are numerous funding options to help make your professional studies more affordable, including financing available through Knowledge Bureau, funding through each student’s own tax-assisted savings plans, and tax assistance through various CRA tax incentives. However, what can be deducted depends on who you are and what programs you will be involved in.
Help your clients envision their plan for the three stages of retirement based on a holistic, values-based strategy and a consistent process for articulating and measuring a plan to its objectives. This will involve several different approaches to new conversations with clients as you help them set objectives for life, financial and economic milestones after work life. Expand your skillset to help your clients navigate retirement planning with the new CE Savvy™ Collection: Retirement Planning.
This week advisors were treated to the secrets behind greater work-life balance and more impactful client relationships with an overview of a new program from Knowledge Bureau: how to become a digital advisor for the future. Did you miss it? You can still listen in, and save money on this new certificate course now till April 30. Here’s what you learn:
Did you know 2023 is an important Milestone Year for CE/CPD Credits in the tax and financial services industry? Knowledge Bureau designates need 15 CE Credits by June 30 to relicence their credentials; IIROC Cycle 9 ends on December 31, 2023 and Insurance Council licensing CE credits are due at various times throughout the spring. That’s why Knowledge Bureau is offering 5 new CE options to help you meet your CE requirements before the summer:
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?
Is it time to differentiate your financial practice? Take an academic path leading to specialized designations and arn new credentials towards your DMA™ Designation. You’ll master the knowledge and skills that will yield immediate results for you and your clients, at a special tuition price when you enrol by April 28. Select any two certificate courses of your choice for only $1,190 (save 34%).
Will the March 28 Federal Budget further erode Canadians’ accumulated wealth with new taxes, alongside the continued inflationary and interest rate pressures that already have a significant affect? Find out the answers to this and much more at the May 24 Retirement and Estate Planning Update… a CE Summit Hybrid Learning Event, featuring the thought leadership of best-selling authors and educators in Canada. Register now!
There are numerous funding options to help make your professional studies more affordable, including financing available through Knowledge Bureau, funding through each student’s own tax-assisted savings plans, and tax assistance through various CRA tax incentives. However, what can be deducted depends on who you are and what programs you will be involved in.
Help your clients envision their plan for the three stages of retirement based on a holistic, values-based strategy and a consistent process for articulating and measuring a plan to its objectives. This will involve several different approaches to new conversations with clients as you help them set objectives for life, financial and economic milestones after work life. Expand your skillset to help your clients navigate retirement planning with the new CE Savvy™ Collection: Retirement Planning.
This week advisors were treated to the secrets behind greater work-life balance and more impactful client relationships with an overview of a new program from Knowledge Bureau: how to become a digital advisor for the future. Did you miss it? You can still listen in, and save money on this new certificate course now till April 30. Here’s what you learn:
Did you know 2023 is an important Milestone Year for CE/CPD Credits in the tax and financial services industry? Knowledge Bureau designates need 15 CE Credits by June 30 to relicence their credentials; IIROC Cycle 9 ends on December 31, 2023 and Insurance Council licensing CE credits are due at various times throughout the spring. That’s why Knowledge Bureau is offering 5 new CE options to help you meet your CE requirements before the summer:
