Give Your Clients the Gift of Financial Literacy

Knowledge Bureau has introduced a brand new education tool tax and financial advisors can use with clients this tax and budget season, which may be of particular interest to newcomers to Canada and young new Canadians entering the workforce. The Finding Financial Freedom Collection is ideal – and a great gift - for anyone looking to improve their financial literacy and gain an understanding of the important role that income tax plays on financial health.

This comprehensive collection of micro courses includes:

• WHY INCOME TAX MATTERS- Canadians pay a lot in taxes. In fact, if the average Canadian pays all of the taxes they owe up front, they would only start working for themselves on June 14, according to the Fraser Institute. Income and payroll taxes make up the bulk of taxes you pay. This course will help you understand how our tax system works and how you can work within it to lower your tax burden, earn more refundable tax credits to increase your cash flow and benefit in the future from your payroll taxes, too.
• THE POWER OF COMPOUNDING - Time is money – especially when that money is compounding over time. If your goal is to build your financial wealth today leading to financial peace of mind in the future, compound interest is the most important investing concept you should understand. It can benefit you greatly when saving and investing – especially when interest rates are rising like they are currently. The sooner you start saving the more time compounding has to make an impact. But compounding can also have devastating impacts if you are carrying debt.
• THE TIME VALUE OF MONEY - Many people don’t realize that changing the timing of a few key investment strategies can be extremely beneficial to your financial situation – the wealth you can create by investing on a timely basis. In addition, time can have a dramatic impact on debt. On September 12, Statistics Canada said Canadian’s debt is increasing. It said the average Canadian owed almost $1.82 for every dollar of disposable income.
• THE REAL NEWS ABOUT DEBT AND INTEREST - This course is for those worried about the impact of higher interest rates on their debt and investments that may be fixed at previous low interest rates. You will learn strategies to manage debt loads when interest rates rise, whether you have variable or fixed rate debt. You'll also learn some simple financial math to reduce the lifetime interest costs on your mortgage or line of credit, especially if you have co-signed for an adult family member.
• BUDGETING TO INCREASE FINANCIAL FREEDOM - If your goal is financial well-being and financial peace of mind, the key to success is following a budget. Budgeting does not have to be difficult. It is simply tracking your income and your expenses so that you can meet your financial goals and improve your long-term financial health: a simple formula, but for some, difficult to follow. If you want to grow your assets, this is especially important in times of higher inflation when the costs of goods and services are increasing but your income may not be keeping up. In this course you’ll learn some important wealth building considerations.

WHAT’S INCLUDED:

• Access your courses anytime, anywhere, with a computer, tablet or smartphone
• Videos, quizzes and interactive content designed for a proven learning experience
• Take your courses at your time and pace

ACCREDITATION OVERVIEW

These collections are accredited with Knowledge Bureau, ICM (Insurance Council of Manitoba), and most professional organizations in the tax, accounting, bookkeeping and legal industries.

As of February 1, 2023, CE Savvy™ PD and Biz Ed™ collections will be accredited with ICM, AIC, IAFE, FP Canada and MFDA.

ENROL IN THE FINANCIAL FREEDOM COLLECTION NOW

Buy this collection before March 15th and get this collection for only $245!  A savings of $50! Use code CE-PROMO when checking out to apply the discount.