Become a Digital Advisor of the Future
This week advisors were treated to the secrets behind greater work-life balance and more impactful client relationships with an overview of a new program from Knowledge Bureau: how to become a digital advisor for the future. Did you miss it? You can still listen in, and save money on this new certificate course now till April 30. Here’s what you learn:
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Do You Need CE Credits? KB Has New Options!
Did you know 2023 is an important Milestone Year for CE/CPD Credits in the tax and financial services industry? Knowledge Bureau designates need 15 CE Credits by June 30 to relicence their credentials; IIROC Cycle 9 ends on December 31, 2023 and Insurance Council licensing CE credits are due at various times throughout the spring. That’s why Knowledge Bureau is offering 5 new CE options to help you meet your CE requirements before the summer:
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The Importance of Privacy Principles in Business
Statistics Canada says that about 1 in every 10 business are impacted by a cyber security or privacy incident. Worse, in a rapidly changing landscape Artificial Intelligence (AI) can now mimic voices and have human-like conversations, draft emails, write articles and books and more – all in a few seconds; think ChatGPT, for example. At a minimum, these transformational changes require a solid understanding of how to meet the accountabilities of privacy and confidentiality. Now you can earn 10 compliance credits from IIROC by completing a new cutting edge course from Knowledge Bureau: Privacy Principles in Business.
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