Do You Need CE Credits? KB Has New Options!

Did you know 2023 is an important Milestone Year for CE/CPD Credits in the tax and financial services industry? Knowledge Bureau designates need 15 CE Credits by June 30 to relicence their credentials;  IIROC Cycle 9 ends on December 31, 2023 and Insurance Council licensing CE credits are due at various times throughout the spring.  That’s why Knowledge Bureau is offering 5 new CE options to help you meet your CE requirements before the summer:

Privacy Principles in Business – Earn 10 IIROC Compliance Credits

Advisors are entrusted with highly confidential client information and must ensure they never engage in a privacy breach.  Understanding and implementing privacy principles is a fundamental skill for anyone working with clients’ confidential information. 

This course is of special interest to advisors seeking hard to find IIROC compliance credits  and covers:

• Chapter 1 | Introduction to Privacy
• Chapter 2 | Applications in Your Business
• Chapter 3 | Privacy Risk Management – Principle of Accountability
• Chapter 4 |Privacy Risk Management – Identifying Purpose
• Chapter 5 | Privacy Risk Management – Consent
• Chapter 6 | Privacy Risk Management – Limiting Collection
• Chapter 7 | Information Security Risk – Part I
• Chapter 8 |Information Security Risk – Part II
• Chapter 9 | Responsible Innovation (allowable use of data)
• Chapter 10 | Privacy in Artificial Intelligence

Insurance Advisors:  Check Out the CE Savvy™- Collections!

Continue your academic pathway to professional development with exciting new micro-courses and start new conversations about issues and trends! With the new CE Savvy™ Collections you’ll engage in a cool new format that allows for traditional, mobile and social learning, featuring gamification and personalized, data-driven results: keep track of your CE in your own learners dashboard. Plus, learn by collection (5 micro-courses at a time) or by annual subscription (the full professional library yours to select from any time 24/7). 

CE Savvy™ Biz Ed – Accelerate Your Business Education

Know your business clients better and start new conversations with:

• Finding Financial Freedom
• Starting Your Business
• Building Your Business
• Understanding Tax
• Compensation Planning
• Investments: Diversify Your Risk
• Succession Planning

CE Savvy™ PD – Amplify Your Professional Skills

Drill down further on special skills to excel and embrace new opportunities:

• Know Your Client
• Investor Profiles
• Asset Management
• Retirement Planning
• Tax Planning
• Wealth Planning
• Planning for Life’s Transitions
• Multi-Generational Wealth Planning

Virtual CE Summit – May 24 – Advanced Retirement and Estate Planning

For all tax and financial advisors engaged in retirement and estate planning with their clients.  Learn why, when people get seriously ill, only 1 in 3 patients get the medical care that is right for them and with that comes significant financial consequences.  Critical illness planning needs a refocus within the retirement and estate planning you do, in particular because of the state of the health care system and the current volatile marketplace for investors.   Hear from an incredible lineup of speakers  who will help you start new conversations plus you’ll be treated to a thorough federal budget update 2023!

 30 KB Credits, IIROC Knowledge and IIROC Compliance Credits (pending accreditation review)  Only $690 – when you enrol by the May 15 early-bird deadline.  VIP Status grads save more.

DAC Acuity 2023 - Nov 12-14 – Imagine

If you are a leader of your firm or an influencer in your community, you can’t afford to miss this important educational conference – the only one of its kind to invite a multi-advisory audience to network, learn and bring thought leadership into their communities.

15 KB Credits, IIROC Knowledge and IIROC Compliance Credits (pending accreditation review)  Enrol by June 30 to take advantage of early-bird tuition rates (only $1,895)

RWM™ (Real Wealth Manager Program)

For your clients, Real Wealth Management brings holistic, multi-generational approach to managing wealth eroders such as taxes, inflation and fees to ensure resilience and sustainability of both income and capital.   For advisors, though, it’s a critical opportunity to be recognized for your skills in leading an inter-advisory team of specialists, thereby winning growth referral opportunities and managing the outcomes of a strategic plan everyone is aligned under. 

30 KB Credits, 20 IIROC Knowledge Credits -$1795

MFA-P™  (MFA-P Philanthropy) 

Strategic philanthropy is a foundational estate planning skill.  Anyone having estate planning conversations with high-net-worth clients requires broad and deep knowledge to lead discussions about asset and bequest planning.

30 KB Credits, 20 IIROC Knowledge Credits and 2 IIROC Compliance Credits  Only $1795

For specific CE accreditation requirements, please contact us at 1-866-953-4769.