Mark Your Calendar: Early Registration Deadlines for your CE/CPD
September marks the start of a new school year. Please be sure you mark your educational calendar for continuing professional development and staff training needs this fall. For your clients, consider the tax filing milestones described above.
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Standards of Conduct and Proficiency Requirements
If you are new to Knowledge Bureau, it may be important for you to understand the Standards of Conduct and Proficiencies we have for our esteemed designates who are professionals in their fields.
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The Distinguished Advisor Conference Explores Economic Resilience in Uncertain Times
Is the next recession just around the corner? This week, as G7 leaders grappled* with both jittery stock markets and potential recessionary winds, the talented speakers at the 16th annual Distinguished Advisor Conference (DAC) are preparing to challenge financial advisors to consider how resilient their clients’ financial affairs will be in this time of political and economic uncertainty.
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DAC Delegate in the News: Michelle Crouse, Wealth Advisor
Michelle Crouse, Wealth Advisor and regular attendee of the Distinguished Advisor Conference (DAC) shares some of the highlights and provides insight on how learning from the DAC speakers has helped her in her practice.
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A New Way to Pay: E-Transfer at Knowledge Bureau
We are pleased to offer our current and prospective students a new way to pay for their tuition fees with Knowledge Bureau, and avoid expensive credit card fees. E-Transfer is now an available payment option for online studies or in-class add-ons. It’s a convenient option to help you keep credit card balances down, too.
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