Enhance Your Knowledge & Technical Skills: CE Summits – Advisory Diploma

Especially for tax planners and financial advisors:  we are transitioning to a new economy with a new government.  Gain critical insights into tax efficient retirement and estate planning to help your clients mitigate risk.  Mark your calendar to attend Canada’s most current virtual continuing educational summit from Knowledge Bureau on May 21.  Learn about the new Liberal government’s proposals for 2025 and beyond and earn a new credential, too: Knowledge Bureau’s new CE Summits – Advisory Diploma,  Register now to May 15 and save up to 50%.

What is the CE Summits – Advisory Diploma?

The CE Summits – Advisory Diploma is a credential comprised of four key learning components. Students complete a combination of 5-chapter online courses and live CE Savvy Summits that are designed to deliver the most current and relevant tax, retirement, and estate planning content in Canada.

This advanced professional development program is designed for professionals who want to build mastery in personal tax, retirement income planning, estate strategies, and audit defence — all while earning CE/CPD credits that support ongoing licensure and professional development.

Each component of the program is worth 20 CE/CPD credits, and professionals may complete the full diploma in as little as one year — or on a schedule that suits their needs.

What You’ll Learn

Live Virtual Event Agenda Highlights:

• 30 Tax Changes to Know!
• Retirement Planning: Focus on New Pillars of Planning for a Modern Retirement
• Retirement Income Planning for Small Business Owners
• Post-Mortem Planning: Planning with Bare Trusts
• Post-Mortem Planning: Death in the Family
• The Wrap-Up: Significant Wealth Planning Opportunities from Budget 2025

Advanced Retirement & Estate Planning Update Course

1. 30 Tax Changes to Know for 2025
2. The Pillars of Retirement Income Planning
3. Introduction to Trusts
4. The T3 Returns
5. Special Trusts

The Speakers are incredible, too!

Why Enrol in all 4 events?  Aside from the tremendous tuition savings, each CE Summit module aligns with real-world challenges and includes:

• Tax Policy Updates: Stay on top of federal and provincial changes affecting retirement and estate planning.
• Trust and Estate Administration: Learn about special trusts, bare trust rules, and filing requirements including the T3 return.
• Retirement Income Planning: Navigate the intricacies of wealth deaccumulation, income splitting, and portfolio transition.
• Audit Defence: Build knowledge to protect your clients during review and reassessment, especially for high-net-worth cases.

The curriculum focuses on applying knowledge through case studies, interactive sessions, and peer collaboration with advisors from coast to coast.

• Earn a formal diploma that positions you as a senior-level specialist in tax, retirement, and estate services.
• Build confidence and leadership skills to better serve complex client needs and multi-generational planning.
• Gain CE/CPD accreditation from a recognized institution — satisfying professional body and regulatory requirements.
• Learn from leading faculty including Evelyn Jacks and an esteemed panel of tax, legal, and financial experts.
• Access online and live content — including session recordings, digital tools, and comprehensive course journals.

Flexible, Affordable, and Fully Supported

Each CE Summit includes both a 5-chapter self-paced online course and a live virtual training event. The full CE Summits – Advisory Diploma includes four of these hybrid sessions — and can be started at any time.

Early bird registration offers significant tuition savings, and students enrolled in the full diploma pathway may save up to 50% on course fees. Knowledge Bureau VIPs and group registrants may also be eligible for additional discounts.

Tuition qualifies for Canada Training Credit, tuition tax credits, and is fully tax-deductible for most professionals.

Who Should Enrol?

• Tax and financial advisors seeking to work at a higher strategic level
• Accountants, bookkeepers, or insurance professionals broadening their practice
• Entrepreneurs and firm owners building advisory teams
• Professionals pursuing or maintaining a Knowledge Bureau designation

Upcoming Session: May 21, 2025 — CE Savvy Summit

The next course in the CE Summits – Advisory Diploma pathway focuses on Retirement and Estate Planning and includes:

• 30+ Tax Changes for 2025
• Trusts, T3 returns, and bare trust updates
• Multi-generational retirement planning strategies
• Post-mortem planning and succession design
• 20 CE/CPD Credits

Register by May 15 to receive early-bird pricing.

Start Your Next Chapter

In a world where advanced knowledge and personal connection are more valuable than ever, the CE Summits – Advisory Diploma helps you stand out as a trusted, informed, and future-ready professional.