Help & Contact: 1 866 953 4769
What’s New at Knowledge Bureau?
About our weekly course news releases:
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.
Call 1-866-953-4769
Society of RWM Meeting of the Minds – Dodging the Retirement Crisis
Canadians’ confidence in their ability to retire on time seems to have plummeted, according to recent data. Is there a retirement crisis? The Society of Real Wealth Managers™ will explore the issue and ways RWMs can help in a special Meeting of the Minds on August 16 at 12 PM CST. Join us for this important (and free) event…RSVP now!
Savvy Professionals Invest in Education that’s Immediately Impactful
Whether you need CE credits or prefer an academic pathway to specialization, CE Savvy™-PD Micro-Course collections are designed to help savvy professionals invest in education that’s immediately impactful and implementable. Here’s why that’s important at a time when everything has changed:
New Entrants Needed as Millions Use Tax Prep Services
Close to 18 million tax returns are filed by professional EFILE Services in tax season 2023 – 59.5% of all tax returns filed in Canada, according to CRA’s income tax statistics. This speaks to the tremendous opportunities available in mentoring new tax preparers throughout the summer and fall to prepare for tax season 2024. But in our June poll, 60% of respondents told us it was difficult to attract and engage new entrants.
Grad in the News – Harvey Agustin, RRC® CFP® CLU® CHS™ CEA® MFA-P™ RWM™
This month, Knowledge Bureau Report celebrates the achievements of Harvey Agustin, an outstanding professional from Calgary, Alberta who has recently designated as and RWM™ - Real Wealth Manager and an MFA-P™ - Philanthropic Services Specialist. He tells us what these achievements have meant to him.
Summer Time is the Right Time to Train as a Specialist
Good news! It’s officially the farthest month between tax seasons, but time will march quickly on the journey towards 2024, when highly trained personal tax specialists will again be in high demand. That’s why July is such a good month to commit to Knowledge Bureau’s Tax Training School, featuring the DMA™-Personal Tax Services Specialist program and its six professional courses, updated for 2023 tax filing requirements, and available for continuous intake now.
