Help & Contact: 1 866 953 4769
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.
Call 1-866-953-4769
Introducing the Distinguished Partners at DAC
Knowledge Bureau is honored and proud to introduce the distinguished partners at the Acuity Conference for Distinguished Advisors, November 23-26 in Puerto Vallarta Mexico. Please check out their unique value propositions in the financial services industries they serve and click on their logos on the official conference page for more information. Then check out the amazing agenda - so far – for this thought leadership event. A great way to earn CE/CPD credits and network with an outstanding audience of leaders from coast-to-coast:
The RWM Difference: Focus on Financial Stability
What’s keeping your clients up at night? How do we help clients accumulate, grow, preserve and transition wealth with the continued volume of change coming from new governments in Ottawa and Washington? How do we temper harm from difficult relationships people have with money? Share your thoughts on proactively managing client concerns with strategy, process, and answers to these three critical questions, as we hear case study approaches from our panelists at the April 23 Introduction to Real Wealth Management™ Orientation. Learn more and then join these professionals who are the change-makers of the financial services by earning your own specialized credentials as an RWM™.
Transitioning Our Economy Forward: Investing for Impact
We might be distracted by the political, tax and economic shocks dominating the daily news. But from an investment point of view, advisors may be missing something important. The very definition of “wealth maximization” as we have commonly known it, is not resonating there is a reason why: “business as usual” has eroded value and requires a shake up to build the economy we need in the future. The answer, for some, is “impact investing”, and there has never been a better time to consider this.
Happy Landings: The Theme of DAC 2025
Where are the Happy Landings in this new Era of Risk and Reward? That will be the focus of the 2025 Acuity Conference for Distinguished Advisors November 23-26 in Puerto Vallarta, Mexico. It may in fact, be the most important conference you attend this year. Canada’s only multi-disciplinary gathering, appropriately in Mexico, will bring thought leaders together to ponder our New Era of Risk and Reward.
