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What’s New at Knowledge Bureau?
About our weekly course news releases:
We are proud to share new courses offerings as we continuously develop cutting edge and immediately implementable courses for our busy students. That’s what makes a Knowledge Bureau education so relevant and unique. Need something specific that you don’t see here? Please let us know about it.
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New Credentials for CE Savvy Summit Students!
Knowledge Bureau is pleased to introduce a new Diploma in Advanced Family Tax Compliance. This comprehensive program is ideal for experienced tax accountants and wealth advisors who require updating in the latest tax and economic changes from Finance Canada and CRA in order to help clients meet tax filing compliance requirements and family wealth planning objectives. The program comprises of four online courses, 5 chapters each, and 4 virtual CE Summit events.
Practice Management: Future Dividends: Separating Advice from Investments | Michael van Lierop
Studies have shown that advisors typically spend upwards of 30% of their time in any given week dealing with client investments (re-balancing, trades, compliance, admin). What would it mean for you if you suddenly recaptured a third of your week? Image the savings in time and money if you could reduce overhead or re-assign staff to more productive work! In this impactful session with Michael van Lierop and sponsored by New Outlook Wealth, learn how to earn the Freedom Dividend only at the 2024 Acuity Conference for Distinguished Advisors November 10-12 in Montreal.
Updated Course! Budgeting & Forecasting for Small Business
to rethink their approach for managing operations to avoid the unprecedented business closing statistics (refer to prior article this issue). However, paying increased attention to financial performance, profitability, and cash flow to meet obligations on both a personal and business level can matter greatly when embracing challenges in the areas of high interest rates, inflation, supply chain management, changes in consumer expectations, and a tight labour market. Knowledge Bureau’s newly updated Budgeting & Forecasting for Small Business course helps provide the strategic and technical insight needed and you can enrol now!
