KB Designates: Relicensing Deadline is June 30

Knowledge Bureau designates need 15 CE Credits by June 30 to relicence their credentials;  IIROC Cycle 9 ends on December 31, 2023 and Insurance Council licensing CE credits are due at various times throughout the spring.  That’s why Knowledge Bureau is offering 5 new CE options to help you meet your CE requirements before the deadline sneaks up!

Virtual CE Summit – May 24 – Advanced Retirement and Estate Planning – Recorded Event

For all tax and financial advisors engaged in retirement and estate planning with their clients.  Learn why, when people get seriously ill, only 1 in 3 patients get the medical care that is right for them and with that comes significant financial consequences.  Critical illness planning needs a refocus within the retirement and estate planning you do, in particular because of the state of the health care system and the current volatile marketplace for investors.   Hear from an incredible lineup of speakers  who will help you start new conversations plus you’ll be treated to a thorough federal budget update 2023!

 30 KB Credits, IIROC Knowledge and IIROC Compliance Credits (pending accreditation review)  VIP Status grads save more.

DAC Acuity 2023 - Nov 12-14 – Imagine

If you are a leader of your firm or an influencer in your community, you can’t afford to miss this important educational conference – the only one of its kind to invite a multi-advisory audience to network, learn and bring thought leadership into their communities.

15 KB Credits, IIROC Knowledge and IIROC Compliance Credits (pending accreditation review)  Enrol by June 30 to take advantage of early-bird tuition rates (only $1,895)

Tax Tips Toolkit:

EverGreen Explanatory Notes: Professional Tax Research Library

With over 800 topics with thousands of links to the Income Tax Act, CRA forms, publications, information circulars and interpretation bulletins. Featuring easy-to-understand definitions, tax facts, examples, tips and traps and interview checklists - questions to ask your clients.

All just a couple of mouse clicks away! Continually updated through our “EverGreening” process: when we get the news, you get the news!

RWM™ Discovery Calculators” Powerful Tax Planning Tools

Take your tax preparation service to the next level with 15 tax planning calculators that answer questions about decisions your clients need to make, including:

• Income Tax Estimator for 2023
• RWM™ Financial Discovery Calculator
• Take Home Pay Calculator
• RRSP Savings Calculator
• Tax Efficient Retirement Income Calculator
• Tax Efficient Assets Transfer Calculator
• Donations Savings Calculator
• CPP Calculator

CE Accreditation*

*Earn 30 non-verifiable CE Credits when you subscribe to the Tax Tip Toolkit for one year!

Designate re-licensing deadline: June 30, 2023

Insurance Advisors:  Check Out the CE Savvy™- Collections!

Continue your academic pathway to professional development with exciting new micro-courses and start new conversations about issues and trends! With the 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). 

CE Savvy™ Biz Ed – Accelerate Your Business Education

Know your business clients better and 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™ PD – Amplify Your Professional Skills

Drill down further on special skills to excel and embrace new opportunities:

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

For specific CE accreditation requirements, please contact us at 1-866-953-4769.