We are pleased to share with you our new educational product releases every week.
Why is that important to you? Our commitment is to develop cutting edge and immediately implementable courses for our busy students! That’s what makes a Knowledge Bureau education so relevant and unique.
Here’s our latest educational creation just for you. Below this, find a link to recent news releases about our new programs this year and feel free to share with your friends and colleagues.
Need something specific that you don’t see here in order to shore up your skills? Please let us know about it.
The CRA recently released a notice that warns Canadians to be on the lookout for real estate investment schemes that promise a significant tax write-off—more than double what you invest. But the old adage rings true: if it sounds too good to be true, it probably is. If you have a client approach you about a great real estate investment, here’s what you need to know to provide them with sound, financial advice:
Mentorship matters, and online studies offer a great opportunity for you to encourage the continuing development of your hard-working tax or financial services team. To support you in your business development pursuits, Knowledge Bureau is introducing a new “Study With a Buddy” enrolment offer.
Knowledge Bureau graduate Jim Gunn of Ontario pursued his Real Wealth Management (RWM™) designation to complement his other credentials, which including CFP, RRC, CEA, CPCA, and Insurance Broker. His goal in obtaining his RWM™ was to help his diverse client-base with niche issues using a holistic approach while building trust and delivering value. Here’s his story: