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Financial Issues & Answers for Everyone
A thorough analysis of today’s financial news—delivered weekly to your inbox or via social media. As part of Knowledge Bureau’s interactive network, the Report covers current issues on the tax and financial services landscape and provides a wide range of professional benefits, including access to peer-to-peer blogs, opinion polls, online lessons, and vital industry information from Canada’s only multi-disciplinary financial educator.
June 2025 Poll
Are your clients owed money by CRA? As of March 31, 2025, the CRA holds about 10.2 million uncashed cheques totalling $1.7 billion. In your view, why is this happening?
Life Purpose
“The difference between the richest man and the poorest is but a day of hunger and hour of thirst.” —Kahlil Gibran
Addressing the Threat of Artificial Intelligence in Financial Services
What has more value: Artificial Intelligence or the advice humans give to their clients? The debate is on at the Distinguished Advisor Conference, November 5 - 8 in Kelowna.
Find Success Through In-Demand Job Opportunities: Start Your Tax Preparation Career
Looking for a career-building “back-to-school” project? Knowledge Bureau has developed a new introductory tax course
Win Your Way to the Distinguished Advisor Conference: a $2,000 Value!
It’s your last chance to participate in Knowledge Bureau’s trivia contest,
People in the News
Darren Ryan, an insurance and financial services professional in St. John’s, NL, shares his thoughts about attending last year’s Distinguished Advisor Conference
