Last updated: May 10 2023

Need CE Credits? Grab an Hour & Be CE Savvy™

Become a world-class leader in financial education with turn-key learning solutions from Knowledge Bureau! Creating a learning culture is the #1 driver of great work culture and it’s great for business too, introduce our new micro-course collections to the professional development program at your firm: your team can grab an hour and be CE Savvy™ while meeting CE requirements.

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

Each  CE Savvy™ Collection provides you a new opportunity to earn 5 CE Credits with Knowledge Bureau and several 3rd party accreditors such as FPCanada, IAFE, ICM, AIC and MFDA.

Continue your academic pathway to professional development with exciting new micro-courses and start new conversations about issues and trends!  Take a risk free trial, too.

Check Out the Collections...


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

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

Know Your Business Client Better!

Start new conversations.

Register!

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