Certificate Course

Integrated Solutions in Practice Management


The essential financial services provided by the advisors from the tax accounting and financial services, who make up our multi-disciplinary audience, will be in high demand. Your practice model has already shifted, and it will require more retooling. It’s your role to bring the Great Recovery home to your clients – and that will feature new and innovative ways to scale your business model with integrated practice management solutions.
This course is for business owners who want to take a strategic approach to sustainable success within their industry.


Course Content

Chapter 1 – Scaling Up
Chapter 2 – Building a Sustainable Business Model
Chapter 3 – Build your Estate
Chapter 4 – Cross Border Planning
Chapter 5 – Branding Your new Business Model
Chapter 6 – How much is enough
Chapter 7 – Culture of Accountability
Chapter 8 – Privacy and Responsible Innovation
Chapter 9 – Managing Behavioural Finance
Chapter 10 – Growing Tax Efficient Wealth


As financial services professionals work to help clients move forward from a place of fragility to stability following a major global crisis, financial tenacity, knowledge and experience will be required. And in particular, it’s important to bring passion, knowledge, experience, opinion, debate and authentic as these are the traits of determined and successful leaders.

CE | CPD Credits

Knowledge Bureau: 18 CE
AIC (59682): 10 Life CE: Expiry: 10/20/2023


Learn Your Way

Online 24/7

Every course you take with Knowledge Bureau counts on your academic pathway. Qualify for tuition rebates by taking a certificate course, diploma program or designation program.


Complement your online education with CE Summits. Held in November, January and May, these one-day, instructor-led workshops offer peer-to-peer learning experiences to students who prefer studying in groups.


Annual three-day Distinguished Advisor Conferences focus on finding solutions for the challenges faced by businesses in a global marketplace.

Knowledge Base

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