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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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Mark Your Calendar: May 22 CE Summit!

The topic of discussion is Retirement, Trust and Estate planning chocked full of critical information you need to know as you work with clients to maximize their wealth potential. You’ll be treated to an in-depth analysis of the April 16 Federal Budget, a Trust boot camp, and a great discussion on retirement and cottage succession planning. You don’t even have to leave your office! Here’s why Connie, Zhu, DMA enjoys the Virtual CE Summits so much:

Become a Distinguished Master Advisor with the Skills to Develop Tax-Efficient Solutions for Retirement!

Do you have the skills to provide the process and structure your clients will need to effectively plan for their retirement? Differentiate yourself, attract new clients and increase profits by providing a high value service as a trusted advisor to your clients as a DMA™- Retirement Income Services Specialist. Learn more risk-free by taking a free DMA™ Program Orientation!

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The RWM™, MFA™, MFA-P™, DMA™, DFA-Tax Services Specialist™, DFA-Bookkeeping Services Specialist™, the Society of Real Wealth Managers™ & all its certificate/diploma programs are intellectual properties/certification/trademarks owned by Knowledge Bureau™

News Releases

What’s New at Knowledge Bureau?

About our weekly course news releases:

Mark Your Calendar: May 22 CE Summit!

Become a Distinguished Master Advisor with the Skills to Develop Tax-Efficient Solutions for Retirement!

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