As a designated specialist, provide high level advice with deep knowledge and top skills in your field. Study time is flexible—take up to 18 months to finish.
A great way to start. Earn a respected Certificate of Achievement in a course of your choice and up to 30 CE/CPD Credits. Take up to 3 months to complete your studies.
Help family business leaders create and implement strategies, processes and plans to manage the business, grow the business and plan for succession of the business.
Many small businesses in Canada are owned and operated by individuals who are at or near retirement age and qualified advisors have an opportunity to assist them in planning and implementing succession plans. This course will teach you to create strategies that can help clients and their companies’ function smoothly.
The objective of this course is to provide an overview of the fundamentals of business valuation, enabling advisors to understand the key concepts in this important area and assist clients in facing various types of business transactions, including mergers, transfer of an ownership position, sale of a business, or raising capital.
Become a valuable resource to your clients in the succession planning process. Key concepts include understanding the importance of succession planning for the business and key positions within the business.
In light of the new tax rules that penalize passive investments within CCPCs, advisors must understand how pension legislation can become a power tool to deal with wealth succession, business succession and tax optimization within a corporate environment.
This course has been designed to teach you how to advise private business owners and managers about the best ways to manage his or her compensation to maximize the amount of after-tax income available. You will gain a solid understanding of the options available when constructing compensation packages.
This course focuses on personal and corporate tax planning for small to medium-sized businesses, owned and operated by professionals, with a special focus on financial advisors and medical practitioners.
(Your tuition rates will be calculated during registration)
Most organizations recognize courses provided by Knowledge Bureau, awarding 1 CE/CPD per hour of studies. If submitting to any professional body, review their standards for continuing education prior to submission. All education provided by Knowledge Bureau is recognized for Knowledge Bureau Designation requirements.
DMA™ Designation Program: 180 CE credits with Knowledge Bureau
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.
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