Your Contact Information

If you have already registered, please log in.

Your Information

Dealer Code:
Rep Code:
First Name:
Last Name:
Postal Code:
Current Licensing:


Registration for this course requires that you provide contact information which, along with your course participation, will be shared with your course sponsor, Sun Life Financial, who may follow-up with you directly regarding relevant products and services. The Knowledge Bureau will send you a weekly electronic newsletter containing relevant taxation, investment and other related news. You may discontinue the enrolment process if you are not in agreement.

Please check here if you agree to these terms  

Red fields are required

Your Study Plan

Choose one of the automatic study plan options or enter your own study plan. Your plan is not binding. You may do the courses at your own pace.

Start Date:
  One course per week
  One course every two weeks
  One course every four weeks  

Course:Complete By: 
Tax Planning for Accumulating Income and Capital
Tax Planning for Snowbirds
Tax Planning for Death of a Taxpayer
Year End Planning
Corporate Class Investing
Tax Effectively Leveraging Corporate Earnings
Tax Effective Retirement Income Planning for Business Owners
Tax Planning for Professional Corporations
Tax Strategies in the Sale of a Business
Use of Trusts in Tax and Estate Planning