The enrolment deadline is September 10 for one of the most important CE/CPD Sessions you may attend this year. Canadian tax policy is shifting rapidly, and advisors need to be ready for the impact with sound and confident audit defence knowledge. At the CE Savvy Summit on September 17, 2025, featuring noted tax experts Evelyn Jacks, Kim Moody and Dr. Dean Smith, the Society of RWM Round Table Think Tank will also host a dynamic discussion: Caught in the Crosshairs of CRA. Be sure to take part of this interactive session as we review recent changes to the tax system, promises to enhance service levels at CRA eliminate loopholes, and strengthen CRA enforcement through technology.
The Canada Job Grant is a collaborative program between the federal and provincial governments designed to assist employers and employees in developing skills for success. The program is available in most provinces, and Manitoba just announced that intake 1 for the 2023-2024 Canada-Manitoba Job Grant is now open! Eligible training dates include training that began on or after April 1, 2023 and ends on or before March 31, 2024.
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:
On September 2, Finance Minister Champagne mandated CRA to implement a 100-day plan to “strengthen services, improve access, and reduce delays.” That’s by December 11, 2025. Do you believe this approach will help?
The Canada Job Grant is a collaborative program between the federal and provincial governments designed to assist employers and employees in developing skills for success. The program is available in most provinces, and Manitoba just announced that intake 1 for the 2023-2024 Canada-Manitoba Job Grant is now open! Eligible training dates include training that began on or after April 1, 2023 and ends on or before March 31, 2024.
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!
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:
