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.
Tax pros need to stay up-to-date all year long! Knowledge Bureau’s Evergreen Explanatory Notes should be your go-to reference for answers personal, corporate and GST/HST questions. It’s your own top notch tax research library that seamlessly links you to CRA publications and forms while providing educational notes and examples. Best of all it is included in all certificate courses or as a stand-alone subscription. Here are the topics updated in August:
We have heard a lot about inflation in the last few weeks as the economy gets up and running again, and many people have been feeling stress about this. This should be a big concern to employers, too, according to the Financial Consumer Association of Canada. The issue will also be addressed at Virtual DAC Acuity 2021, October 17-19 with special guest speaker Dr. Brian Shaw, a well-known sports psychologist for the Blue Jays and author who has written about stress management for top financial professionals. Financial advisors can help; here’s what you should be thinking about:
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. Early-bird registration ends Sept 15.
It was such a hit last month, we’re doing it again: Speed Networking so save the date: September 8th at 3:30 pm CT. The Society of Real Wealth Managers’™ invites you to Meet a Real Wealth Manager (RWM™) to discuss ways to collaborate to bring high value care in the best interests of your clients.
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. Everything is included, even the food, when you RSVP by August 23!
Why is Real Wealth Management™ so important to trusted advisors? Find out at 10:30 CST today in a free Meeting of the Minds and check out these comments from leading advisors in Canada on their Aha Moments. Plus, as bonus you will save $100 when you enrol in the program.
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?
Tax pros need to stay up-to-date all year long! Knowledge Bureau’s Evergreen Explanatory Notes should be your go-to reference for answers personal, corporate and GST/HST questions. It’s your own top notch tax research library that seamlessly links you to CRA publications and forms while providing educational notes and examples. Best of all it is included in all certificate courses or as a stand-alone subscription. Here are the topics updated in August:
We have heard a lot about inflation in the last few weeks as the economy gets up and running again, and many people have been feeling stress about this. This should be a big concern to employers, too, according to the Financial Consumer Association of Canada. The issue will also be addressed at Virtual DAC Acuity 2021, October 17-19 with special guest speaker Dr. Brian Shaw, a well-known sports psychologist for the Blue Jays and author who has written about stress management for top financial professionals. Financial advisors can help; here’s what you should be thinking about:
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. Early-bird registration ends Sept 15.
It was such a hit last month, we’re doing it again: Speed Networking so save the date: September 8th at 3:30 pm CT. The Society of Real Wealth Managers’™ invites you to Meet a Real Wealth Manager (RWM™) to discuss ways to collaborate to bring high value care in the best interests of your clients.
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. Everything is included, even the food, when you RSVP by August 23!
Why is Real Wealth Management™ so important to trusted advisors? Find out at 10:30 CST today in a free Meeting of the Minds and check out these comments from leading advisors in Canada on their Aha Moments. Plus, as bonus you will save $100 when you enrol in the program.
