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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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Now Available: Master Your Retirement, 10th Anniversary Edition
Best-selling author Doug Nelson, CFP, CLU, MFA™, RWM™, CIM, is a 27-year veteran of the financial services industry in Canada with a singular vision for his readers: Don’t just “do” retirement…instead “Master Your Retirement”! And he has some upbeat advice for those still worried about the one big question all retirees have.
Big Issues, Big Achievements, Big Fun at DAC Acuity 2020
The 2020s are starting out in tumultuous fashion. The economic impact of ongoing concerns like climate change, global pandemics, global political risks and local strike actions of various kinds all have impact on financial decision-making. Issues that are much different than decades past require bold thought and bright insights. For these reasons, Canada’s premiere advisors won’t want to miss DAC Acuity 2020, October 28-30 in Niagara Falls. Early registration discounts end February 15.
Tax Specialists Know T1, T2, T3 Filing: Flexible Study Times Now Available
We know you are about to get really busy, but that’s no reason to stop honing your skills as a multi-dimensional tax specialist. This week, take advantage of a sweet Valentine’s offer to pursue your Certified Tax Practitioner Diploma . . .plus you can start whenever you want. That’s right, your study plan is completely customizable!
B.C. Regulators Ban Charitable Gifts of Life Insurance
Life insurance and Estate Planning professionals across the country were recently shocked to discover that traditional gifting of life insurance policies to charity is now considered “trafficking” by the British Columbia Financial Services Authority.
