Knowledge Bureau’s students are a diverse group. They may be seasoned tax professionals or starting out in new careers. They may be entrepreneurs seeking a solid understanding of the business world or part of a team of advisors learning how to hone the edge of their professional success.
Whatever their personal ambitions, our students all undertake a journey to become adept at serving highly-informed clients who value tax and financial advisors with knowledge and insight.
Knowledge Bureau’s educational programs are designed to help advisors transition in their meetings with wealthy clients—or those who are accumulating wealth—to multi-faceted financial solution providers. Our students graduate from their programs with the background and capability to communicate with a professional advisory team made up of accountants and lawyers.
I was immediately struck by the professionalism of the entire package—in both written and audio form. The course content is very well presented and I like the look, feel, and brand of the materials. As soon as you pick up a binder, you get the sense that this is a quality program. The extensiveness of the material surpassed my expectations. I expected a PowerPoint show and a test, but little more. The Knowledge Journal section delivers a wealth of background information to help advisors build a solid knowledge base. I have confidence that an advisor who completes the courses will truly be better equipped to meet the needs of his or her clients. This program isn’t just about going through the motions to earn CE credits. It delivers real value by expanding the knowledge and expertise of the advisor.
—Danielle Duggan, Professional Development Consultant
It’s unusual to get to share challenges and successes with other business leaders, and that’s what I liked most about this networking opportunity. It was helpful to hear that setting boundaries is important as a business owner; that it’s okay to be selective with clients as they won’t all fit into your business; and to know what’s really important and place focus on balance. Delegation is important to give you the time to focus on the parts of the business you’re really passionate about. (The host) Dean Cockell was very approachable, open, and non-judgemental. I’d love to learn more about recognizing leadership potential, building teams, and developing passion.
—Tina Carthigaser, Ontario