Help & Contact: 1 866 953 4769
Last updated: February 22 2023
Looking for CE credits in 2023? Knowledge Bureau has World Class Financial Education for you
Did you know 2023 is an extremely important Milestone Year for CE/CPD Credits in the financial services industry? Knowledge Bureau designates need 15 CE Credits by June 30 to relicense; IIROC Cycle 9 ends on December 31, 2023 and Insurance Council licensing CE credits are due at various times throughout the year. That’s why Knowledge Bureau is offering 5 new and exciting CE options to meet your professional development needs in 2023:
CE Savvy ™ Course Collections - 5 KB Credits, 5 AIC, 5 FP Canada, 5 IAFE CE, 5 ICM CE. Only $295 per collection.
Privacy Principles in Business – 12 Compliance Credits Only $895 – save $50 until Feb 28. VIP Status grads save more.
Why is this program important? Advisors are entrusted with highly confidential client information and must ensure they never engage in a privacy breach. Understanding and implementing privacy principles is a fundamental skill for anyone working with clients’ confidential information.
Virtual CE Summit – May 24 – Advanced Retirement and Estate Planning 30 KB Credits, IIROC Knowledge and IIROC Compliance Credits (pending accreditation review) Only $790 – save $100 more until Feb 28. VIP Status grads save more.
Why is this program important? Critical illness planning needs a refocus with the state of the health care system and the new costs of retirement in the current volatile marketplace for investors. An incredible lineup of speakers will help you start new conversations (hotlink) plus you’ll be treated to a federal budget update 2023!
DAC Acuity- Nov 12-14 – Imagine – Break Free to Transform Your Practice 15 KB Credits, IIROC Knowledge and IIROC Compliance Credits (pending accreditation review) Starts at $1595 – save $50 more until Feb 28.
Why is this program important? 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
RWM™ (Real Wealth Manager Program) -30 KB Credits, 20 IIROC Knowledge Credits - $1795 – save $100 until Feb 28.
Why is this program important? For your clients, Real Wealth Management brings holistic, multi-generational approach to managing wealth eroders such as taxes, inflation and fees to ensure resilience and sustainability of both income and capital. For advisors, though, it’s a critical opportunity to be recognized for your skills in leading an inter-advisory team of specialists, thereby winning growth referral opportunities and managing the outcomes of a strategic plan everyone is aligned under.
MFA-P™ (MFA-P Philanthropy) – 30 KB Credits, 20 IIROC Knowledge Credits and 3 IIROC Compliance Credits Only $1795 – save $100 until Feb 28.
Why is this program important? Strategic philanthropy is a foundational estate planning skill. Anyone having estate planning conversations with high-net-worth clients requires broad and deep knowledge to lead discussions about asset and bequest planning.
For a FULL LIST of Knowledge Bureau’s offerings and subsequent credits please review the below table or download by clicking here. And don’t hesitate to reach out to us. For specific CE accreditation requirements, please contact us at 1-866-953-4769.
| Program | Start Date | End Date | CE Credits | Feb 28 Tuition Savings From Your VIP Status |
| CE Savvy™ Course Collections | 24/7 Anytime and Online |
3 months from start date
(Choose from 18 Collections of 5 courses each - over 80 CE topics)
|
5 KB
5 CE ICM
5 PD FP Canada
5 PD IAFE
5 AIC
5 PD MFDA
|
Each Collection: $295; save $50 and pay only $49 per course *Please enter |
| Evergreen Explanatory Notes or RWM Discovery Calculators |
24/7 Anytime and Online | 12 Months Upon Activiation | 15 Non-Verifiable CE Credits from Knowledge Bureau |
Each Subscription: $795 - save $50 and pay only $62 per month *Please enter ENOTES promo code when registering |
| Distinguished Advisor Conference (DAC) | November 12 | November 14 | 12 - 18 KB Knowledge Bureau submits for approval to AIC; ICM; IIROC; IAFE; MFDA (between 10-15 CE/PD) |
Tuition - $1595 & up - Save $50 more (CE-PROMO code) |
| May 24 |
August 31 Online course included in virtual event |
30 KB
Earn CE Credits from KB and third party accreditors such as IIROC, Insurance Councils and most professional accounting organizations
|
Check your VIP Status - save $50 more (CE-PROMO code) |
|
| Digital Financial Practioner Course | 24/7 Anytime and Online | 3 Months from start date | 30 KB |
Tuition is $995 - Save $50 (CE-PROMO code) |
| Any 30-Hour Certificate Course from Knowledge Bureau | 24/7 Anytime and Onliine | 3 Months from start date | 30 KB |
Tuition is $895 - Save $50 (CE-PROMO code) |
| Certificate in Navigating Privacy Issues | 24/7 Anytime and Online | 3 Months from start date |
30 KB 10 Compliance with IIROC (Cycle 9) |
Tuition is $895 - Save $50 (CE-PROMO code) |
| DMA Designation Programs | 24/7 Anytime and Online | 3 Months from start of each course - total of 18 months | 6 courses in the program; 30 CE Credits per course |
Tuition is $3570 - Save $100 (DMAFEB code) |
| RWM Designation Program | 24/7 Anytime and Online | 9 Months from start date |
30 KB
ICM 30 CE
20 PD credits with
IIROC (Cycle 9)
|
Tuition is $1995; save $100 |
| MFA-P Designation Program | 24/7 Anytime and Online | 9 Months from start date |
90 KB CE
90 CAGP & 20 ICM
14 IAFE CD & 1 Ethics IIROC (Cycle 9)
20 IIROC PD & 3 Compliance
|
Tuition is $1795; save $100 (MFA-PFEB code) |
Advisors are Busy – Let us Help
We understand how busy advisors and financial service professionals are at this time of year. It’s non-stop – the emails, the calls and the deadlines. That’s why this is the perfect way to earn CE credits – online and at your own convenience.
And let’s not diminish the other benefits attached to earning CE credits such as more knowledge means better servicing clients. And happier clients means more referrals. It’s cyclical and it’s net positive. Don’t wait until it’s too late to earn CE credits.
©Knowledge Bureau, Inc. All rights Reserved
