Last updated: May 31 2023

Great New Way to Earn CE Credits with New CE Savvy Collections!

Looking for a new way to earn CE Credits? Check out the new micro-courses from Knowledge Bureau and build new relationships with new conversations with your clients!  Earn 5 CE Credits with Knowledge Bureau and FPCanada, IAFE, ICM, AIC and MFDA.  Now, save 50% on any collection of your choice until June 15!

With new CE Savvy Collections, you’ll engage in a cool new format that allows for traditional, mobile and social learning, featuring gamification and personalized, data-driven results: keep track of your CE in your own learners dashboard. Plus, learn by collection (5 micro-courses at a time) or by annual subscription (the full professional library yours to select from any time 24/7).

Check out what our brand new learning environment has to offer by watching this video!

CE Savvy™- Biz Ed: Know Your Business Client Better!

Start new conversations with:

  • Finding Financial Freedom
  • Starting Your Business
  • Building Your Business
  • Understanding Tax
  • Compensation Planning
  • Investments: Diversify Your Risk
  • Succession Planning

CE Savvy™- Professional Development:

Drill Down Further on Special Skills to Excel and embrace new opportunities with...

  • Know Your Client
  • Investor Profiles
  • Asset Management
  • Retirement Planning
  •  Tax Planning
  • Wealth Planning
  • Planning for Life’s Transitions