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.
Many ultra-high net worth families have implemented a ‘family office” to focus on a collaborative and holistic approach to their wealth management. Famous examples include the DuPont, J.P. Morgan and Rockefeller Families. Now, this concept is democratized in the new Real Wealth Management™ Designation Program. Available this month, the new program brings required technical expertise, new conversation guides and a consistent practice management framework to formulate a strategic plan like minded professionals can work cohesively with as part of a client’s “outsourced” family office.
Knowledge Bureau Designate, Maria Cheng shares how she believes that education is a life-long activity. Confident and trusted advisors, she says, should always equip themselves with current knowledge and skills to cope with a changing dynamic world. She also mentions that using collaboration and delegation skills properly increases team spirit and strengthens the trust relationship with clients. See what she had to say about her experience with the Real Wealth Management™ program.
Join Knowledge Bureau President Evelyn Jacks, and guest speakers for a full professional training experience at the next Virtual CE Summit on September 23, 2021. You'll learn effective audit defence methods for managing the tax risk of your small business owner clients. Act by the September 15 enrolment deadline and save your seat to learn how to help small business owners before tax season starts!
It’s back to Professional Development School for Knowledge Bureau Alumni, with a special incentive: a super enrolment bonus of $100 off your single course tuition, in addition to VIP Grad Bonuses. But you must register by September 15. Check out the newly updated courses and programs and take a free, guided “Orientation Tour” of the Knowledge Bureau Virtual Campus. Now is the right time to train your staff, simplify your efforts, and get better results with a world class tax, bookkeeping or financial education, only from Knowledge Bureau.
The experience at this year’s Virtual DAC Acuity Conference may just beat out last year’s – which the Globe and Mail touted as one of Canada’s most innovative virtual conferences. Check out this sneak peek through our new speaker videos and DAC-in-a-Box program guide, and then enrol by September 30 to take advantage of early-bird tuition prices.
The reasons are varied, but 60% of KBR readers polled last month said they won’t be hiring new seasonal staff in 2022 and the prevailing reason is uncertainty. Those who will be hiring won’t be doing so before year end but are busy making training plans now. Here are some of their thoughts on preparing for tax season 2022:
Do you believe Canada’s tax system based, on self-assessment, has suffered under recent changes at CRA and by Finance Canada? If so, what is the one wish you have for tax reform?
Many ultra-high net worth families have implemented a ‘family office” to focus on a collaborative and holistic approach to their wealth management. Famous examples include the DuPont, J.P. Morgan and Rockefeller Families. Now, this concept is democratized in the new Real Wealth Management™ Designation Program. Available this month, the new program brings required technical expertise, new conversation guides and a consistent practice management framework to formulate a strategic plan like minded professionals can work cohesively with as part of a client’s “outsourced” family office.
Knowledge Bureau Designate, Maria Cheng shares how she believes that education is a life-long activity. Confident and trusted advisors, she says, should always equip themselves with current knowledge and skills to cope with a changing dynamic world. She also mentions that using collaboration and delegation skills properly increases team spirit and strengthens the trust relationship with clients. See what she had to say about her experience with the Real Wealth Management™ program.
Join Knowledge Bureau President Evelyn Jacks, and guest speakers for a full professional training experience at the next Virtual CE Summit on September 23, 2021. You'll learn effective audit defence methods for managing the tax risk of your small business owner clients. Act by the September 15 enrolment deadline and save your seat to learn how to help small business owners before tax season starts!
It’s back to Professional Development School for Knowledge Bureau Alumni, with a special incentive: a super enrolment bonus of $100 off your single course tuition, in addition to VIP Grad Bonuses. But you must register by September 15. Check out the newly updated courses and programs and take a free, guided “Orientation Tour” of the Knowledge Bureau Virtual Campus. Now is the right time to train your staff, simplify your efforts, and get better results with a world class tax, bookkeeping or financial education, only from Knowledge Bureau.
The experience at this year’s Virtual DAC Acuity Conference may just beat out last year’s – which the Globe and Mail touted as one of Canada’s most innovative virtual conferences. Check out this sneak peek through our new speaker videos and DAC-in-a-Box program guide, and then enrol by September 30 to take advantage of early-bird tuition prices.
The reasons are varied, but 60% of KBR readers polled last month said they won’t be hiring new seasonal staff in 2022 and the prevailing reason is uncertainty. Those who will be hiring won’t be doing so before year end but are busy making training plans now. Here are some of their thoughts on preparing for tax season 2022:
