Knowledge Bureau Designate Highlight: Jimmy Yee

Jimmy Yee of Burnaby, BC recently completed the Knowledge Bureau’s Elements of Real Wealth Management course and he believes the knowledge he gained will help close the gaps in understanding who he is as a financial advisor.

“There so many ‘gaps’ in understanding who you are as a financial advisor - your role. Understand what your clients need to know and how you can articulate these values to them,” said Jimmy.

“A platform for you to develop your niche and work only specific groups (age, gender or cultural diversity).”

What he liked best about the course includes the structure of each chapter with notes, video and chapter quiz. He also liked the course demo.

“(The course demo is a) great way to evaluate the course if the course is for me.”

For more information about the Elements of Real Wealth Management, click here.