New CE Savvy™- PD Collection: Asset Management

Knowledge Bureau is excited to introduce its latest CE Savvy ™ Collection of Micro Courses. Check out our collection entitled Asset Management, which provides you a new opportunity to earn 5 CE Credits with Knowledge Bureau and several 3^rd party accreditors such as FPCanada, IAFE, ICM, AIC and MFDA.

Included in the CE Savvy™ - PD Asset Management Collection:

• Portfolios: Effective Risk Management: In this course you will understand why it’s important to engage in the portfolio risk management discussion with your clients on a regular basis and gain a better understanding of the impact of investment decisions on capital retention and growth. An especially important client profile is the business owner client, who often has all his/her eggs invested in one asset: the business, which recently may have suffered significant impacts as a result of the pandemic.
• Cross-Border Issues: Canadians and US Investments: You will learn how certain investments are treated on both sides of the border, tax consequences of transferring some investments from one country to another, and if certain investments are better than others for non-residents. You will be able to recognize issues that may arise when holding certain investments, and opportunities to assist in managing those investments to produce taxpayer's maximum wealth.
• Currency: Issues in Managing Cost & Risk: For most investors, money is no longer something to touch and feel. Electronic transactions have largely replaced traditional use of currencies, and because of this, the accessibility of personal advice. Yet, there are real issues in managing financial transactions, understanding their costs, and hedging tax and currency risk as part of a sound wealth management strategy. Advisors can add value in helping clients understand how to build and manage wealth in a digital environment, including managing investments in Canada and around the world with sound investment solutions for specific clients.
• Real Estate: Principal Residence: The ownership of a principal residence is an important cornerstone of family wealth building and there is significant tax advantage as well. With recent financial market volatility, many clients may have, or perhaps are thinking of selling one or more of their principal residences. Are valuations up to date and noted on the net worth statement? Have capital improvements been noted? Have reasons for sales and flips been noted? With recent new reporting and audit rules in place at CRA, advisors can help clients navigate the negative consequences that may arise.
• Real Estate: Rental Properties: Many investors have recently increased their net worth by investing in real property and renting it out to others. This is an especially important source of income and a way to manage risk especially during a prolonged bear market. Plus, there are numerous tax benefits of owning and improving real estate that is rented to others. Dig deeper into the tax consequences of owning revenue properties and how advisors can help investors leverage these assets into a significant cornerstone of a sound, holistic wealth management plan.

Add value and save time: This CE Savvy™ Collection of micro-courses can also be gifted to your best clients, which is a great way to strengthen your relationship and also extend your “family relationship” to the next generation.