Amplify Your Practice: New CE Learning Modules for Advisors

Sun Life and Knowledge Bureau are pleased to unveil Tax in Practice; a series of 10 new CE Modules for advisors who aspire to work with the lucrative small-to-medium business markets. Tax in Practice covers the most recent tax reform changes in order to provide advisors the opportunity to target the unique needs of family business clients by offering high-value advice.

With so many new tax changes affecting smaller Canadian businesses introduced over the past year, and the implications of volatile markets and uncertainty cross-border, knowledgeable specialists are needed to help with tax-efficient decisions that keep businesses profitable.

The 10 new CE modules offered by Tax in Practice provide you with the knowledge you need to translate that into the value that you offer your clients. With increased knowledge about the new features and benefits from Finance Canada and the CRA, you can position yourself as an advisor that can help businesses thrive and span multiple generations in the family; setting heirs and each family unit as a whole up for ongoing financial success.

“This is great new way for advisors to broaden their knowledge in the SME market and scope out investment and insurance needs. All while considering the major new trends affecting the industry, like tax reforms, the impending retirement of the baby boomers, and the needs of younger heirs to invest in their businesses and their families with the insight of their well-prepared advisors,” says Evelyn Jacks, President, Knowledge Bureau. 

“As part of our commitment to ongoing professional development, Sun Life Financial has partnered with Knowledge Bureau to bring you Tax in Practice, a series of 10 CE modules covering the most recent tax reform changes. Tax in Practice provides opportunities for advisors to deepen their knowledge and approach the needs of family business clients with high value advice. We are proud to partner with Knowledge Bureau and help advisors amplify their practice.” Says Samara Charters, Senior Manager, Strategic Business Development at Sun Life Financial.

Tax in Practice is the first tool you need to provide increased value to clients over the long-term. But, adapting to constant change that impacts the industry requires ongoing professional development, too. Knowledge Bureau’s pathway to specialization, offered at strategic partner rates for Tax in Practice members, provides you with an educational opportunity to remain up-to-date on the latest changes that impact your clients as they unfold. Choose from online study options, access essential calculators and resources to help the financial planning process, and learn and network with other industry leaders at live events like the CE Summits and Distinguished Advisor Conference.

Start your journey to amplify your practice; there’s no cost to register today for your Tax in Practice membership!

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