Designates: Don’t Miss Your Dec 31 Re-certification Deadline!

Keep up your credentials in 2020. If you are a Knowledge Bureau designate, be sure to update your status as per our Standards of Conduct, which require relicensing to use the designation marks at year-end. You should have received your re-licensing notice by now; if not please contact us before the holidays.

All designates are required to complete at least 15 hours of continuing professional development each year. Both verifiable and non-verifiable credits are accepted. We report the ongoing status of your professional development on a quarterly basis, and your transcript is available in the Virtual Campus.

Offside? Knowledge Bureau offers a number of ways to re-license quickly and painlessly. Mark your calendar for upcoming opportunities!

To achieve verifiable credits:

• Take online courses in any one of 7 faculties.

You can do so by taking advantage of the following special offers from Santa’s sack!

• Double enrolments: pay only $945 to enrol in any 2 online certificate courses ($645 in savings) only until December 20.

To achieve non-verifiable credits:

• Subscribe to EverGreen Explanatory Notes or Knowledge Bureau Calculators. 
• You can also attend the CE Summit workshops in the winter, spring, or fall;  or DAC Acuity 2020 in the fall.

Santa has some special offers for this too!

Trios: bring a team of 3 or more to upcoming live events!

• Winter CE Summits – Pay only $395 each until January 10.
• DAC Acuity 2020 in Niagara Falls, Ontario, October 28-30. Register your group of 3 for only $2385 (each additional team member pays $495) until February 15.

We look forward to issuing your relicensing certificates early in the new year and welcoming new designates to our national roster of Distinguished and Master Financial Advisors and Real Wealth Managers in 2020!

Be sure to recommend someone in your circle of influence today.

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