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CE Summit Event Passes

Love the CE Summit Virtual Event and Online Course? Value participating in a full day, immersive learning experience taught by industry leading instructors and thought leaders? Well don’t just sign-up for one event - grab a bundle and realize HUGE SAVINGS and set yourself up for a year of comprehensive learning that will drive business results. Check out duo, trio and quad bundles here!

Especially for Professionals in the Tax & Financial Services.

Event Passes

Issues Based Training for Your Continuing Education

Join Knowledge Bureau President, Evelyn Jacks and Special Guest Experts who will deliver technical expertise in a live virtual or live format that you can immediately apply. It’s an opportunity to engage in issues-based technical training of critical importance to your clients enhanced by Q&As and polls.

Please check back often as Agenda’s are updated!



​CE Summit: Year End Tax Planning

November 1, 2023

Early-bird deadline: October 15

This live CE Summit is ideal for training new and returning 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.

Agenda

“In an industry where so much emphasis is placed on continuing education, I’ve taken many courses through multiple providers. I find that most have their own difficulties keeping up with tax changes to ensure their own content is always up to date. That was the difference with Knowledge Bureau. All information was updated to current tax rules and guidelines.”

Steven Hughes, CFP, CIM, CLU, CHS

Register

​CE Summit: T1 Tax Update for 2023 Returns

January 17, 2024

Early-bird deadline: January 15

Shake out the cobwebs and drill down on the detailed tax theory or “dark horses” as well as all news from CRA and Finance Canada for filing 2023 tax returns.

Agenda

Are you training new and returning staff working in independent tax filing firms? Perhaps you are a CPA in public practice, a financial advisor, public trustee, legal or financial assistant, municipal officer, payroll or software company serving individuals and business owners with tax compliance? Then don’t miss Knowledge Bureau’s acclaimed Advanced T1 Tax Update 2024 for 2023 T1 Returns.

Register

CE Summit: Retirement and Estate Planning

May 22, 2024

Early-bird deadline: May 15

Find the answers to your clients’ most compelling retirement and estate planning questions at this must attend professional development virtual event.

Agenda Pending

“The materials were well organized, the resources were easy to use, and I quickly became comfortable with the materials. I just completed my CFP and my CLU, so I am used to spending a little bit of time every day studying. I was able to move through the Knowledge Bureau courses quickly . . . because I was able to maintain a quick and steady pace.”

Ian Wood, CFP, CLU, CIM, MFA, RWM

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​Live Events

​CE Summit: T1 Tax Update for 2023 Returns

It’s like having your own tax PVR! Take a comprehensive online course with outstanding expert presentations from Canada’s leading tax minds.

Two Locations to Choose from:

Toronto

January 24, 2024

Early-bird deadline: December 31

Register

Calgary

January 26, 2024

Early-bird deadline: December 31

Register

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The DMA™, RWM™, MFA™, MFA-P™, DFA-Tax Services Specialist™ and DFA-Bookkeeping Services Specialist™ designations and the Society of Real Wealth Managers™ are registered certification/trademarks of Knowledge Bureau™.