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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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Jump In! New Retirement & Estate Planning Update Course Now Available

Of special interest to financial advisors, RWMs and experienced tax and bookkeeping professionals providing advice to their clients: the new Retirement and Estate Planning Update course is now available and includes the recorded instruction from the May 20 CE Summits.  It’s the perfect solution for those who can’t join us on May 20. Graduates earn 30 CE Credits and a full course credit towards the MFA™- Pension & Estate Services Specialist Designation Program. Take advantage of a long weekend special, too:

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DAC 2021 Media Partners: Investment Executive & Advisor’s Edge

Knowledge Bureau is pleased to welcome back Investment Executive and Advisor’s Edge as the exclusive media partners for the 2021 Virtual DAC Acuity Conference from October 17-19.

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KB Grads in the News - Kathy Arney, MFA-P™

A seasoned philanthropy professional, Kathy Arney has outstanding matchmaking skills.  She shares why the MFA-P™ Philanthropy Designation Program helped to improve them.

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6 Reasons to Attend the May 20 Virtual CE Summit

The May 15 enrolment deadline for the Virtual CE Summit taking place on May 20 is approaching fast. After this, the walk-up rate of $695 applies for all new and returning students.  That’s a good reason to act now! But here are 6 more reasons why Retirement, Estate Planning & Budget Updates this May will help you get better results and simplify your efforts with clients.

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Winning Feels Great: Enter the Spring Tune-up Tuition Sweepstakes!

Need a boost to your spirits these days?  Try winning a sweepstakes (and we have a great one for you).  It turns out everyone likes to win (including monkeys…seriously!) and there’s plenty of science to back up why.

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