New Knowledge Bureau Designate, Candice Jay, CIM, FCSI, MFA-P™
New Knowledge Bureau Designate, Candice Jay, CIM, FCSI, MFA-P™ has some exuberant advice for financial professionals who are looking for new ways to re-engage their enthusiasm during the pandemic marathon: always be curious and dive into life-long learning! Her engaging interview about her new credential as an MFA-P™ (Philanthropy) follows:
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Year-End Tax Planning: Nov. 18 Virtual CE Summit
Join Knowledge Bureau President, Evelyn Jacks and Special Guest Instructors at the next Virtual CE Summit on November 18. This comprehensive virtual workshop also features a thorough online course: everything you need to know to thoroughly understand the opportunities for tax, investment and estate planning both inside and outside the small business corporation.
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Free Trials: Choose Your Training Options, Risk-Free
Did you know that we give you the option to try out online courses before you enrol? Get a feel for our curriculum by enrolling in a free course trial.
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Last Day to Enrol for the Virtual Distinguished Advisor Conference!
Be on the forefront of a massive shift in your business: learn how to transform your services to the highly personalized, digital solutions your clients now demand. It's not too late to join advisors from coast to coast in the unique virtual conference and networking experience we have created for you at the 17th annual Distinguished Advisor Conference October 28 – 30 (with access for completion of the program until November 14).
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