Took a Paws? Time to Re-engage!
With the arrival of Fall and year-end preparation about to begin, Knowledge Bureau offers a number of options to hone your skills, fill knowledge gaps, and satisfy your CE/CPD requirements.
Have you taken a pause from investing in your professional development?
Now is the perfect time to re-engage!
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TAX BOOTCAMP TRIO: Designed for the busy professional, these one-day bootcamps qualify for up to 6.5 CE/CPD credits. Register by Oct 15 for best fees.
- November: Corporate Tax & Year-End Planning Bootcamp
- January: Personal Tax Bootcamp
- May: Audit Defence & Regulatory Compliance Bootcamp
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LEARN ONLINE FOR CE/CPD CREDITS: It’s convenient and it’s fun. Enrol in a Master Financial Advisor or Distinguished Financial Advisor designation or try a certificate course. Earn up to 30 CE/CPD credits per course. Start your first course now and finish by Dec 15.
Elements of Real Wealth Management
"My objective in taking this was to continue learning so that I can better serve my clients with simple sound advice that works. My objectives were met with a very simple and clear process that has proven results." – Rodney J., BC
T1 Professional Tax Preparation – Basic
"Very thorough information. I thought the case studies were very typical of the majority of our tax prep business. They were well presented with just enough complexity thrown in to be a little challenging…" – Phyllis M., MB
Cross Border Taxation
"Excellent course. Well written, easy to understand and full of tremendous information. I would recommend this course to other financial planners." – Salpy B., ON
Use of Trusts in Tax and Estate Planning
"This is a very broad and specialized area. This course touched on the key areas and provided a good basis for further research and study...There is a natural transition from preparing T-1's the T-1(70)1 Terminal, to Trusts T-3's. The aging population and baby boomers means we are going to see more and more of this kind of work. The planning and application of Trusts will become more and more applicable to the knowledgeable planner and Tax Preparer professional." – Terry C., BC
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WHAT'S NEW? Fast-Track – a new educational program for experienced tax and financial advisors. Earn an MFA or DFA–Tax Services Specialist designation or lead your team to achieve theirs in 3 simple steps, and in half the time! Enrol today!
Winter Session ends December 15. We can help get you started today. Contact us for a personalized educational consultation at 1.866.953.4769 or registrar@knowledgebureau.com.