Our Virtual and Live Events feature:
The CE Summits, held three times a year and the annual Distinguished Advisor Conference (DAC).
Knowledge Bureau Education Days feature gifted guest experts who interpret the latest tax and economic news.
They will lead you into a deeper understanding of taxation, investment, retirement, succession, and estate planning trends, and show you how to apply and share new strategies and immediately implementable concepts.
Discover a holistic approach to family wealth management: as a student, an advisor, a thought leader. RSVP Today.
Knowledge Bureau Education Days: where professional advisors from all sides of the tax and financial services industries meet to hone their knowledge, skills and networks to provide high value solutions to their clients.
Held three times a year in major cities across Canada, CE Summits offer comprehensive, professional workshops designed to sharpen your knowledge and skills on the most recent issues in tax and economic affairs and help you train your entire team, too.
You will earn 10 CE/CPD credits at each event; attendance at three of them provides you with the equivalent of one certificate online course in your diploma or designation studies with Knowledge Bureau.
Busy professionals need this educational support to understand tax and financial news as it happens; but this is also a great way for you to interact with other like-minded professionals, share stories and solutions to complicated questions your clients may be asking you.
For new team members, immersion into the most current tax and financial issues of the day helps you to build a knowledge culture that leads to more accuracy in the work you do and more importantly, more confidence in discussions with clients.Learn More