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
Defining New Realities: Headliners at DAC 2022 Are Truly Outstanding
This year’s thought leaders will be taking the stage at DAC Acuity 2022, October 16-18 in Niagara Falls to discuss the theme “Velocity: How to Gain Momentum in the New Economy”, as we move into a crucial time that requires defining new realities and taking new financial strategies with clients in the ever evolving new economy. Learn more about the speakers and their topics you can’t miss! RSVP now, and take advantage of early-bird tuition rates – only until August 31.
Protecting Client Privacy is Ethically and Morally Essential in Business
In the digital era of networking and cyberspace, establishing ethical standards for privacy is especially urgent. The collection of your client’s very personal and financial information, usually through electronics has brought privacy to the forefront of everyone’s mind. The people submitting the information and those collecting the information should be extremely concerned about privacy protection and compliance.
MFA-P Discovery Seminar: How Can Advisors Build Their Business by Supporting Their Community?
Professional advisors and charity professionals all focus and spend time in our individual specialty areas. On June 23 at 12 PM CST/ 1:00 PM EST, let’s spend some time discussing how these professionals can work collaboratively to enhance the client/donor experience with panelists MFA-P™ alumni Candice Jay and Aneil Gokhale. RSVP now for this complimentary MFA-P™ Discovery Seminar.
Climate Grief & Its Effect on Estate Planning with Generation Dread
Estate planning discussions are always difficult, but these days, perhaps even more so. That’s why tax and financial services providers must pay attention to new trends; notably, that young people – who are to be engaged as the primary stakeholders in wealth transfers – have experienced a significant drop in hopefulness. A recent Statistics Canada study concludes that future research could be done to better understand the potential implications. But DAC Keynote Speaker and new author Dr. Brett Wray has done some important research of her own and has a critical, urgent message: intergenerational power and wealth will not fix the underlying malaise. Find out more, below; reserve your spot at DAC now.
