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What’s New at Knowledge Bureau?

About our weekly course news releases:

We are proud to share new courses offerings as we continuously develop cutting edge and immediately implementable courses for our busy students. That’s what makes a Knowledge Bureau education so relevant and unique. Need something specific that you don’t see here? Please let us know about it.

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Advanced Tax Update, Lite: Convenient Online Tax Training

Did you miss the January 17 Virtual CE Summit? Now available, the Advanced T1 Tax Update for 2023 Returns, Lite version! Tax season is coming up fast, and this is the tax season solution your team needs! Contact your friendly registrar Carol Scott

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2024 Acuity Conference: Come for the Thought Leadership and the CE!

Did you know that Knowledge Bureau issued CE accreditation for its own designates as well as for MFDA, IAFE, IIROC, ICM, and AIC requirements?  The breakdown of credits issued follows.  The Acuity Conference for Distinguished Advisors is a great way to earn your CE credits every year!  Mark your calendar now for 2024 Acuity Conference in lively, wonderful Montreal - November 10-12, 2024 - and don’t forget to register as an early bird by February 15, for the best pricing of 2024. 

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Real Wealth Management™ 360 Degree Trigger Tour: February 8, 10am CST

You are invited to a special, complimentary educational event to learn why a Real Wealth Management approach to your client relationships is so important in this economic environment.  Mark your calendar:  for the Meeting of the Minds February 8 at 10:00 AM Central Time.  Attendees from coast to coast will discuss the events that are triggering their clients to want to make decisions about their life, financial and economic goals – often outside of their pre-defined plans.  There is a new way to approach this.  The Advisor of the Future – the Real Wealth Manager (RWM) – will take a proactive leadership role by aligning the stakeholder groups who are an integral part of a strategic Real Wealth Management plan. 

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Train Your Team with the Advanced 2024 T1 Tax Update Course

Did you miss the January 17 Virtual CE Summit? There are still ways to get your hands on the knowledge from the Advanced 2024 T1 Tax Update for 2023 Returns and learn your way, at your own pace from the convenience of your home or office.

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