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Knowledge Gap Courses

Shed some light
on your knowledge gaps…

The Knowledge Gap Series asks advisors to consider “What are you in the dark about?”

Your practice is changing, and Knowledge Bureau is here to help with a new series of courses for advisors and their clients who are transacting virtually. The new Knowledge Gap Program has arrived and it offers you a high-value library of short CE courses and new Financial Storyboards that open new virtual conversations. Most importantly, you don’t even need to be tech-savvy, and neither do your clients.

Knowledge Bureau has done all the work for you! All you have to do is send along a link to your clients and you have instantly opened a new conversation. Not only that, but you can have that conversation in detail and with confidence.

Choose from the modules in each category below.

Additional courses are coming soon!

What Will You Learn?

  • The Knowledge Gap Series will help you identify issues of concern to a variety of client profiles
  • You will learn the tax and economic issues that require financial decision-making
  • Equipped with a unique new tool, the Financial Storyboards™, you will enable new conversations about important financial topics your clients will want to engage in. This is high value financial education you can easily share.

Your Tuition

Your first Knowledge Gap Course: $195.

Each subsequent Knowledge Gap Course: $99.

Study period: 1 month; extensions: $99 per month.

People and Finance

Women and Finance

While women have traditionally faced several obstacles in accumulating wealth, they are now poised to directly control over one third of the assets in the Canadian economy in the next decade. Advisors who understand emerging financial needs and objectives for women – from millennials to boomers and older –can provide high value advice to a new demographic of wealth holders.

Life Events

Adulthood: Investment Fundamentals

Everyone can gain financial peace of mind with a better knowledge of investing fundamentals including the management of risk and returns. However, younger investors and those who come into sudden financial windfalls – inheritances, bonuses, severance or the sale of a business as examples – can particularly benefit from new financial knowledge that includes a tax focus. Financial advisors who know their clients well can add enormous value. This module will help you add that financial mentorship to your relationships with clients.

Financial Events

Tax, Retirement and Estate Planning

What matters is what you keep – after tax. It is true that the more you earn, the more you pay. But as important, the more you own, the more important it is to understand the tax consequences of asset acquisition and disposition. Help your clients understand the tax consequences of their investment decisions in this important module.

Tax Events

Tax Season 2020 - What’s New

No matter which aspect of financial affairs you work with – as a professional bookkeeper, financial, legal or tax advisor - it is critical that you have a deep and broad knowledge of the tax provisions that will affect the financial affairs of your clients and their families.

Pandemic Response

In desperate economic times, the Canadian tax filing deadlines have been postponed and payment requirements deferred; however, with staggering job and business losses, these measures present a bottleneck of financial pressure at the end of summer 2020.


Self-Employed Commission Sales

Stats Canada reports that the number of self-employed workers in Canada is increasing. As far back as 2016, 8.2% of the labour force did some form of gig work. The trend has continued and, particularly as a result of the COVID-19 pandemic, more and more workers are turning to self-employment to earn a living. For commission salespersons, the transition can be confusing as the rules for what expenses can be claimed are different from those applicable to an employee.


Commission Sales Employees

The rules for claiming expenses by employees are restrictive and can be confusing. Employed commission salespersons face additional challenges as they may have sales expenses as well as auto expenses and home office expenses. And each of these types of expenses has its own set of restrictions.

Planning With Assets

Real Estate Rentals

Whether your client is considering purchasing a rental property or renting out part of their home, it’s important that they understand the income tax implications of reporting rental income and claiming rental expenses.

Coming Soon