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Financial Assistants: Ramp up Your Professional Communications Skills
Assistants to wealth managers will gather for the first ever Assistants’ Conference in Toronto on December 5. Knowledge Bureau President, Evelyn Jacks, will be a guest speaker, presenting on How to Ramp Up Your Communications Skills. She will also introduce a new online diploma program designed especially for wealth advisors’ assistants: the Professional Financial Assistant Diploma Program™.
Kelowna This Week…Home of DAC 2017. RSVP Today!
The theme of DAC 2017 is Canada 150: Financial Advice at the Crossroads of Change. Plan on enjoying the wisdoms of some of Canada’s most prolific educators, financial leaders, writers and motivational speakers.
Expand Services: Learn T3 Tax Preparation Now
Income earned by the estate during a tax year must be reported as a T3 return. Now, professionals can learn how to do so with confidence and competence, with Knowledge Bureau’s newest certificate course, T3 Basic Tax Preparation.
