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Many of Canada’s leading financial firms have formed strategic educational partnerships and alliances with Knowledge Bureau in providing financial education for continuing professional development, employee or franchisee training for use across advisory and consumer channels. These firms understand the value of partnering with a world-class educator that creates cost-effective, success-based training strategies.
Consider the benefits of working with Knowledge Bureau. We’ll deliver a resource-smart educational plan designed to lead your team to exceptional results. Whatever the size of your employee group, sales force or advisor team, we’ll devise an accredited program that fits your CP and CPD needs and your schedules.
We’re here to help. For information about how our upskill solutions can make a difference to your bottom line, email Knowledge Bureau’s Registrar at firstname.lastname@example.org or call us toll-free in North America at 1-866-953-4769.
Volume discounts are available.
Knowledge Bureau has worked closely with AGF to develop a robust program around tax, retirement, and estate planning that encompasses sales tools, webcasts, and online calculators. AGF also recognizes that Continuing Education for advisors is becoming increasingly important and Knowledge Bureau provides CE credit modules to the group.
Dynamic Funds was established as a small investment club in Montreal in 1957. Since then, we have evolved to become one of Canada’s most recognized asset management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs.
As part of its commitment to ongoing professional development, Sun Life Financial partnered with Knowledge Bureau to create Tax in Practice, a series of 10 CE modules covering the most recent tax reform changes. Tax in Practice provides opportunities for advisors to deepen their knowledge and approach the needs of family business clients with high-value advice.
To provide specific taxation training to its clients and their staff, TaxCycle partners with Knowledge Bureau to offer up-to-date information and commentary through EverGreen Notes. The information is ideal for training new staff and assisting seasoned advisors to continue their learning and enhance their portfolios of service.
Intuit is a leading software provider of business and financial management solutions for accounting, bookkeeping and tax professionals, small and mid-sized businesses, and consumers.
We offer a full suite of financial software products for accountants and tax professionals. Our premium tax software ProFile, includes T1s, T2s, T3s, and Other Forms. Our robust accounting software packages include QuickBooks Desktop, and cloud based QuickBooks Online Accountant Edition.
As part of our commitment to ongoing professional development, Sun Life Financial has partnered with Knowledge Bureau to bring you Tax in Practice, a series of 10 CE modules covering the most recent tax reform changes. Tax in Practice provides opportunities for advisors to deepen their knowledge and approach the needs of family business clients with high value advice. We are proud to partner with Knowledge Bureau and help advisors amplify their practice.
—Samara Charters, Senior Manager, Strategic Business Development
BMO Nesbitt Burns
CIBC World Markets
Manitoba Securities Commission
The Accounting Place
Golden Girl Finance
U of T Press
Great West Life (Canada Life)