Knowledge Bureau - World Class Financial Education

Student Login

Help & Contact: 1‑866‑953‑4769

More Info

How can we help you?

Let's Connect

Sorry, something went wrong. Please try again.

How did you hear about us? Are you looking for yourself?
Are you looking for your business?

Thanks for connecting!

Your request for information has been submitted. Feel free to reach out to us at
1-866-953-4769 for more information.

Email Us

Virtual CE Summit

May 17, 2023

Theme: Retirement & Estate Planning Update

Enrol

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

Bonus – the Knowledge Bureau Calculators – you’ll receive access to the Knowledge Bureau’s Tax Efficient Retirement Income Calculators – a sophisticated and immediately implementable software solution you’ll want to use with your clients to provide “what-if” scenarios as you discuss retirement and estate planning with them.

Enrol

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.

Enrol

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.

Enrol

Accreditation Reminder

Earn CE/CPD credits from Knowledge Bureau and other self-regulatory associations and organizations, pending approval from these regulators

This CE Summit qualifies for Knowledge Bureau designate re-licensing requirements (deadline: June 30 each year).

Enrol

Thanks for connecting!