Savvy Professionals Invest in Education that’s Immediately Impactful

Whether you need CE credits or prefer an academic pathway to specialization, CE Savvy™-PD Micro-Course collections are designed to help savvy professionals invest in education that’s immediately impactful and implementable. Here’s why that’s important at a time when everything has changed:

The high expectations of your clients, the requirements of your profession, and the dramatic changes in the marketplace require strong new technical skills that address holistic concerns your clients have about their financial futures.

Now you too can Amplify your Technical Knowledge and Accelerate your Business Skills, develop confidence to address new issues and enhance the confidence clients have in you, too.

Choose from 8 course categories or take them all … study on your own time 24/7.

CE Savvy™ PD Collections Include:

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

Graduates receive a beautiful certificate and professional CE accreditation* with each collection completed (5 hours).  Graduate from 6 collections (30  hours) and receive a full course credit towards a Knowledge Bureau DMA™ Designation. 

Tuition is tax deductible and qualifies for up to $1000 Canada Training Credit.