News Releases


What’s New at Knowledge Bureau?

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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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Earn New Specialized Credentials in Strategic Philanthropy This Month!

The MFA-P™ has specialized professional credentials to enable high-value planning for individual or family legacies. In this dynamic program, learn to have highly satisfying conversations with clients sooner in your relationship, address their big fears: that gifts will not be used wisely or according to personal passions and wishes. Then, provide a consistent process for giving solutions with investments that are tax-efficient, during lifetime and as part of a personal or family legacy. Become a certified professional in the evolving field of philanthropy. Build trusting relationships with your clients and help them make a difference in the world through charitable giving as an MFA-P and save 15% until June 30 with code MFAP15.

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Think Outside the Box: Change How You Practice with the RWM™

Check out the recording of the live Meeting of the Minds session on June 5 featuring practicing members of the Society of Real Wealth Managers™ and learn more about how their collaborative family office approach helps clients make sound financial decisions. Panelist Joanne Thomas moved her business to another province, and used the RWM™ model and thinking outside of the box to connect with like-minded professionals in other areas of specialization to improve the value of services that are provided to her clients.  Register now for the Meeting of the Minds to access the event recording and hear Joanne tell her story and be sure to enrol in the Designation Program at a special tuition rate, only until June 30.

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Acuity 2024 Media Partnership with, Investment Executive

As a Distinguished Advisor, you know the importance of learning best practices and staying informed about the latest developments in the financial services industry.  Together, Canada's top publications for financial advisors - the 2024 Acuity Conference for Distinguished Advisors returning media sponsors -  will ensure you remain at the top of your game. Knowledge Bureau is pleased to welcome back and Investment Executive as our media sponsors for Acuity 2024 in Montreal November 10-12. Learn more about them below:

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