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!
Knowledge Bureau Designates: your professionalism matters to your clients. Your achievements are also an inspiration to the thousands of undergrads inn Knowledge Bureau program from coast to coast. But, the grace period for relicensing ends August 31! Make sure to maximize your investment in your credentials. Send along your Attestation to Standards of Conduct now. Check out the handy Q&A Relicensing Guide below or call us for help: 1-866-953-4769. Here’s what you need to know:
Virtual DAC Acuity 2021, October 17-19 will feature the thought leadership of 8 senior executives, 2 best-selling authors, leading scholars and top wealth advisors. It’s an online conference experience that tax and financial professionals won’t want to miss. Share the knowledge: enrol yourself and bring your team along at a reduced tuition fee, until September 30.
Sharon Timson is a DFA-Tax Services Specialist™ Designate who has been able to increase the value she offers to her clients, while diving deeper into the important financial conversations. See what she has to say about her experience in earning these important credentials.
Are financial advisors failing the next generation? A new survey says “yes”, as younger investors are dropping their financial advisors in favor of DIY (Do-It-Yourself) investing. This requires introspection, especially by advisors who want to build practices for the future. Fees are a big trigger, but looking more closely, there are two more compelling reasons which top advisors can step up to address.
June 30 is an important date to remember for both New Students and Grads at Knowledge Bureau! Designates must recertify to continue to use their designation marks, while graduates will want to take advantage of their time limited VIP Grad discounts to continue their studies. For new students, there’s an opportunity to explore tuition offers on both online and instructor led courses. Here is a rundown on opportunities for you. Our friendly educational consultants are standing by to help. call 1-866-953-4769 for personal assistance or email registrar@knowledgebureau.com.
Tracy Khamis shares how earning her DFA-Bookkeeping Services Specialist™ Designation has added value both for her clients, and for her business. Inspired by Tracy’s experience with a Knowledge Bureau education? Check out this month’s special summer school tuition offer and enrol by June 30!
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?
Knowledge Bureau Designates: your professionalism matters to your clients. Your achievements are also an inspiration to the thousands of undergrads inn Knowledge Bureau program from coast to coast. But, the grace period for relicensing ends August 31! Make sure to maximize your investment in your credentials. Send along your Attestation to Standards of Conduct now. Check out the handy Q&A Relicensing Guide below or call us for help: 1-866-953-4769. Here’s what you need to know:
Virtual DAC Acuity 2021, October 17-19 will feature the thought leadership of 8 senior executives, 2 best-selling authors, leading scholars and top wealth advisors. It’s an online conference experience that tax and financial professionals won’t want to miss. Share the knowledge: enrol yourself and bring your team along at a reduced tuition fee, until September 30.
Sharon Timson is a DFA-Tax Services Specialist™ Designate who has been able to increase the value she offers to her clients, while diving deeper into the important financial conversations. See what she has to say about her experience in earning these important credentials.
June 30 is an important date to remember for both New Students and Grads at Knowledge Bureau! Designates must recertify to continue to use their designation marks, while graduates will want to take advantage of their time limited VIP Grad discounts to continue their studies. For new students, there’s an opportunity to explore tuition offers on both online and instructor led courses. Here is a rundown on opportunities for you. Our friendly educational consultants are standing by to help. call 1-866-953-4769 for personal assistance or email registrar@knowledgebureau.com.
