New!  Earn a New Certificate in Lifecycle Transitions Planning

Especially for experienced financial services professionals as part of a comprehensive workplace training plan! Earn a new Certificate in Lifecycle Transitions Planning. Choose 15 cool new interactive mini-courses – one hour in length - from a selection of 80 modules.  There’s one important focus:  to help you engage more effectively in tax-efficient wealth management conversations during this period of significant – and potentially expensive – tax change in Canada.  Here’s what you need to know:

Customize your CE and your business education to scale your business to the next level of growth.  Why are CE Savvy™ Micro-Course Collections the educational choice of savvy professionals?  Check it out:

“I love the Knowledge Bureau CE Savvy Modules! It will now be our firm’s first place to enrich our knowledge and skills while earning our required CE credits to maintain our registrations. Personally, it is easy to login, find the topics of interest, easy to navigate through the courses, and the special effects (pictures, diagrams, animations) make you stay on-line and complete some of those otherwise boring topic …. Because Knowledge Bureau makes it fresh and exciting! Thank you for this invaluable tool!”

- Tony Mahabir

This is an investment in professional education that’s immediately impactful & implementable! A sampling of the topics to choose from in the CE Savvy Biz Ed™ include:

• Your Tax Filing Rights and Obligations
• Understanding Business Structures
• Make Sure Its Deductible: How Business Income is Taxed
• Understanding the Corporate Balance Sheet
• Minimizing Taxes on the Death of a Taxpayer
• Philanthropists - Building Stronger Communities
• HNW Clients - Investing for Market Volatility
• Planning for Cross-Border Investors
• Business Owners Tax on Split Income (TOSI)
• Planning Retirement Income with Registered Assets
• Working with Legal Proxies and Executors
• CCPC Planning: Understanding Shareholder Equity
• Elements of a Successful Wealth Transfer
• Objective-Based Family Wealth Planning
• Planning for Wealth Transition

Accreditation:

15 KB, IAFE, ICM, MFDA, FP Canada, most Prov. Insurance Councils

Register in suggested programming to earn your Certificate – or contact us at 1.866.953.4769 to customize your selections. 

Register Now!