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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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Stand Out in a Competitive Market with the Professional Practitioner Diploma
In a market where clients demand more from their advisors, the ability to provide specialized, high-level advice has never been more important. The Professional Practitioner Diploma (PPD) equips financial professionals with the advanced knowledge and credentials needed to differentiate themselves, build client trust, and compete effectively in a crowded financial services landscape.
KB Designates: Introducing Your New VIP Lounge
We’re excited to introduce a brand-new destination designed especially for Knowledge Bureau The Designate VIP Lounge. This is your all-access portal to learning, networking, and exclusive member benefits. Inside, you’ll find everything you need to stay current, connected, and recognized in your professional journey. Do you qualify as a relicensed designate? Check out your upcoming emails and relicensing package for your exclusive access!
Level Up Your Career with the Professional Practitioner Diploma
In today’s competitive financial services industry, technical expertise alone is not enough. Clients expect professionals who can deliver comprehensive, practical solutions across multiple areas of tax and business accountancy. The Professional Practitioner Diploma from Knowledge Bureau is designed to meet that challenge head-on. Right now, you can get started for just $595 per course if you register by August 31.
Moving from ROI to ROL: Redefining Real Wealth at the Next Meeting of the Minds
On September 25 at 11 a.m. CST, financial professionals and thought leaders will gather for an insightful panel discussion focused on a transformative concept in wealth management: moving from ROI (Return on Investment) to ROL (Return on Life). This Meeting of the Minds session, titled Redefining What Real Wealth Means to You, aims to shift the conversation beyond numbers and portfolios toward what truly matters - aligning financial strategies with clients’ life purpose and peace of mind.
Acuity Conference Spotlight: Time for Change in Wealth Management
The wealth management industry is facing a trust and service gap. A 2023 study reveals that only 6% of Canadian investors are receiving truly comprehensive advice from their wealth management professionals. Even among full-service clients, just 57% report having a financial plan and alarmingly, 43% of those don’t believe their advisor’s recommendations align with their best interests. These numbers tell a clear story: clients expect more, and advisors who fail to adapt risk losing both trust and business. At the Acuity Conference, Michael van Lierop, FDFS™, RWM™, of New Outlook Wealth, will present Practice Management – Time for Change, a session dedicated to closing these gaps.
