Earn the CE/CPD Credits Before Year-End – EZ-Pay Instalment Plan Available

Need CE/CPD credits and want great education, too? Knowledge Bureau offers an academic path focused on Real Wealth Management™. Start today and finish before end of year.

From personal, corporate, and cross-border tax courses to retirement, investment, business, or succession & estate planning, everything you need is included and only a few clicks away in our world-class virtual campus, accessible to you 24/7.

Earn your Distinguished Financial Advisor-Specialist™ or Master Financial Advisor™ designation to enhance your professional development in a meaningful way. Invest in your team. Sample designation program options appear below—just click on the links for full course curriculum.

 

MFA-Retirement Income Specialist

• Elements of Real Wealth Management
• Tax Strategies for Financial Advisors
• Advanced Tax-Efficient Retirement Income Planning
• Debt and Cash Flow Management
• Financial Literacy: Assessing Risk and Return
• Investment Strategies in Charitable Giving

MFA-Succession and Estate Planning Specialist

• Elements of Real Wealth Management
• Fundamentals of Succession Planning
• Final Returns on Death of a Taxpayer
• Use of Trusts in Tax and Estate Planning
• Insurance Strategies for the Small Business Owner
• Business Valuation for Advisors

MFA-Business Services Specialist

• Elements of Real Wealth Management
• T1 Professional Tax Preparation – Proprietorships
• Tax Planning for Corporate Owner-Managers
• Advising Family Businesses
• Cross Border Taxation
• Accounting for Business Transitions

For more information on EZ-Pay instalment options, click here.