Your Program Guide to Your Complete Tax Filing Resource Kit for 2024!
Knowledge Bureau’s T1 Advanced Tax Update Hybrid Learning Event is now available for registration, to provide a complete suite of educational resources personal tax specialists need to file a broad base of T1 returns for the 2023 tax year, including returns for individuals, students, families, investors, seniors, proprietors, the disabled and nuances for terminal returns. Everything is included for this top tier Advanced T1 Tax Update to fully prepare you for the tax season including, as described below, the CE Summit workshops – virtual and in person – and a full tax research library, hard copy desk top reference journal, and CE Accreditation.
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Knowledge Bureau Report and CPP Poll
We’ll be back on January 3, 2024! In the meantime, please share your thoughts in our last poll of 2023:
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Contribute to Building a Collaborative Network of Real Wealth Managers™.
Connect with a like-minded group of financial leaders through cross-referral and networking opportunities as a member of the Society of Real Wealth Managers™: open to those who have achieved the RWM™ Designation. Current members of the Society of Real Wealth Managers™ commit to an annual membership that qualifies for 15 CE/CPD credits to keep your RWM™ credentials in good standing with Knowledge Bureau. For existing members, join us on Tuesday, January 2 for our annual member’s meeting, check your calendar for details.
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Act by Dec 15 - Grow Your Practice Focused on Collaborative, Financial Leadership
Do you want to be part of a transformative change in the financial services industry in 2024! Make a difference while you differentiate with new credentials and a collaborative approach to leadership in building your practice and a natural referral network, too, with the Real Wealth Management™ Designation Program. The RWM™ approaches conversations with clients on a deeper level while following a compliant framework that goes beyond KYC and KYP – all to enable greater financial piece of mind. Now until December 15 you can save $200 on tuition!
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Help & Contact: 1 866 953 4769
