Help & Contact: 1‑866‑953‑4769
Virtual CE Summit
May 18, 2022
Theme: Retirement & Estate Planning Update
Early Bird Bonuses:
One month before: free snacks and hard copy materials included
Two weeks before: final deadline for Affinity Program discounts
Everything is Included for a Full
Professional Training Experience
- Part 1: The virtual instructor-led session. Recordings available after as part of the online course.
- Part 2: Knowledge Bureau’s online course.
- Certification and accreditation
This course is available in two parts and is perfect for new and returning employee training. Quizzes and testing included to ensure your team is ready for Tax Season 2022.
Who Should Attend?
This Virtual CE Summit is ideal for training staff working in independent tax filing firms, CPAs in public practice, financial services firms, public trustees, legal assistants, municipal officers, payroll and software companies who employ staff involved with Retirement and Estate Planning.
Why Attend?
Learn the most important information that you need to help your clients make informed decisions all from the comfort of your office without the hassles of travel.
Accreditation Reminder
This CE Summit qualifies for Knowledge Bureau designate re-licensing requirements
(deadline: June 30 each year).
It is also accredited by various provincial accounting and bookkeeping organizations, insurance councils and IIROC
(pending approval by the regulators)
