National Investor Education Award: Dynamic Funds and Knowledge Bureau Share Accolades

Dynamic Funds emerged a winner of the prestigious national Investor Education Award at the Morningstar Awards on November 25, in a star-studded affair at the Royal York in Toronto.  The win was especially joyous for Knowledge Bureau, who wrote and produced a certificate course for advisors as part of the winning submission.

“The Newcomer life event was developed for advisors to use with investors new to Canada and has extensive content and resources for both investors and advisors. Central to the advisor resources is an CE accredited course The First Financial Year presented by Evelyn Jacks, president of the Knowledge Bureau, documenting the many of the steps an advisor would take to help settle a Newcomer in their first financial year. The robust investor content was all created in five different languages - English, French, Spanish, Chinese and Punjab,” said a delighted Yasminka Marcus, Senior Manager, Editorial and Education Programs for Dynamic Funds. 

Knowledge Bureau works extensively behind the scenes in developing accredited content for financial advisors across Canada with their corporate clients.  “It has been a real pleasure to be involved in the Dynamic Funds Snapshots programming from inception, as it provides advisors a cutting edge approach to the real issues faced by clients and prospective clients in the financial marketplace today,” said Evelyn Jacks.  “The Snapshots Modules also qualify for education credits towards the MFA Designation with Knowledge Bureau.” 

Knowledge Bureau is also a proud sponsor of the annual Morningstar Awards,  which honour companies and individuals that provide superior investment products, service, marketing, and education. The program encompasses a wide range of investment products, including mutual funds and pooled funds. Additional awards recognize outstanding individual managers, career achievement, online brokerages, investor education and marketing campaigns.

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