Leadership Training for Professionals Ready to Grow

As 76% of Canadian business owners prepare to exit their businesses over the next decade, according to CFIB, the need for leadership, succession planning, and business management expertise continues to grow, especially for professional advisors and their business clients. Knowledge Bureau's New Business Growth Training Package helps professionals build the skills needed to scale and lead successfully. It features a must-attend half day Business Builder Summit on June 18, which is included at no charge when you register in the DMA-Small Business Services Specialist Program. Here are the details:

Knowledge Bureau has combined two complementary educational opportunities into a comprehensive Business Growth Training Package, designed to help participants strengthen both their leadership mindset and practical business management expertise. Register by June 15 to save 40% off regular tuition on the complete package which includes two components:

• June 18 Business Builder Summit: Peak Your Performance
• DMA-Small Business Services Specialist Program

Register Now! Code 26BUILDER applies.

Business Builder Summit: Peak Your Performance

The Business Builder Summit, developed in partnership with The Personal Coach, is taking place live virtually on June 18 at 8:15 a.m. CT, focuses on helping participants shift from working in their business to working on it with expert instructors. It’s a must-attend for all business owners. Here’s the experience advisors who attended in March enjoyed:

“The resources and the presenters offer extraordinary value. I can immediately apply better integrated Business Planning for my Advisory Practice.” – Curtis Scoville, RWM™, MFA-P™

“Building a business requires a shift in mindset to thinking like a CEO. Embrace disruption to create a more equitable, client-centered practice. Understand your business life cycle and use strategic planning to reposition for growth. Your mindset ultimately determines your results.” – Kareen Rekowski, DMA™, RWM™, FDFS™

The half-day program is designed to help professionals:

• Increase business acumen
• Leverage team performance
• Build more profitable practices
• Develop strategies for sustainable growth

Course Components:

• 5-hour virtual instructor-led event (recorded for replay)
• Earn up to 5 CE Credits with KB, CIRO, MFDA, AIC, and FP Canada*
• Included 5-chapter online course
• Earn an additional 5 CE Credits with Knowledge Bureau

*Pending third-party approvals.

DMA™ – Small Business Services Specialist Program

The DMA™ – Small Business Services Specialist Program provides a deeper dive into the operational and strategic considerations required to build successful businesses.

Participants gain knowledge in areas including:

• Retirement Tax Minimization Strategies
• Cross Border Taxation
• Use of Trusts in Tax and Estate Planning
• Advising Family Businesses
• Succession Planning for Corporate Owner-Managers
• Understanding Business Valuation

The program is designed for professionals who want to help businesses navigate succession challenges, develop sound operational policies, understand business-related legal considerations, and position organizations for long-term success.

Building Skills for Sustainable Growth

Together, these programs offer a practical combination of leadership development and specialized business expertise. Whether you are an independent professional, business owner, or entrepreneurial leader, the training is designed to help you develop the skills needed to lead teams effectively, make strategic decisions with confidence, and create a stronger foundation for growth.

As today's business environment continues to evolve, organizations increasingly need leaders who can communicate a clear vision, develop talent, build scalable systems, and navigate increasingly complex business challenges.

Register by June 15 to save 40% on the complete Business Growth Training Package.

Leadership, Strategy & Practice Development Training Through Two Training Components

• Business Builder Summit | June 18
• DMA™ – Small Business Management Specialist Designation Program

Plus, Earn CE Credits While Building Your Business

Use promo code: 26BUILDER

Learn more at learn.knowledgebureau.com or call 1.866.953.4769.