Take Two CE Summits to Stay Informed

You may have heard the saying “the harder I work, the luckier I get.”  When it comes to tax, bookkeeping and financial advisory services,  it can also be said that the more education you have, the better the advice you’ll give to the benefit of your lucky clients.  For these reasons, we offer you twin “pots of educational gold” on this St. Patrick’s Day.    

St. Patrick’s Day in fact has an interesting history.  Did you know, for example,  that the first St. Patrick’s Day parade took place in the U.S. in New York City, specifically in 1762?  It only recently went  global in 1995, when the Irish government caught on and began using it to promote tourism.  

According to Irish Central, the origins of the ‘luck of the Irish’ saying can be traced back to the late 1800’s in America during the gold and silver rush at the time. Irish and Irish Americans were some of the most successful miners to prosper.

There are so many great sayings we can attribute to today’s celebration of all things Irish; for example: 

“May your pockets be heavy and your heart be light, may good luck pursue you each day and night.”

And that’s where delivering on the highest standards in  tax and financial literacy comes in for Knowledge Bureau graduates.   Improving your credentials puts you in a position to help your clients find their own pots of gold more quickly in these uncertain times.  With your knowledgeable help and Knowledge Bureau credentials under your belt, your confident conversations with clients can help them mine tax smart  financial planning moves to embellish on financial peace of mind.

Stay up-to-date in this period of constant tax and financial change and think deeply about the effects of the upcoming federal and provincial budgets and new regulatory requirements.  We’ll help you do just that with two important live virtual CE Summits  coming up May 20 and September 23 at a “twin” event special this month.  Check out the details and special promo code below.

In the meantime, we’ll leave you with a couple of favorite Irish sayings to brighten your St. Patrick’s Day.

“May your day be touched by a bit of Irish luck, brightened by a song in your heart and warmed by the smiles of the people you love.”

In celebration of St. Patrick’s Day, you can enroll to attend both at a special price – this month only!

Use code 21LUCK and attend 2 CE Summits for only $995

May 20: Retirement and Estate Planning Update

The much anticipated federal and provincial budgets and their impact on the wealth of Canadians will be discussed by Knowledge Bureau President  Evelyn Jacks, who will be joined by Special guests Jean-Pierre Laporte, Doug Nelson, Abe Toews and Kristin Ramlal for this important educational update to the tax, retirement and estate planning conversations advisors should be having with their clients this year.  Why?  Because many Canadians have had to reconsider their retirement planning goals and investment approaches in anticipation of changes to tax and inflation rates to come.

Who Should Attend? This online course and live CE Summit is ideal for training staff working in independent tax filing firms, CPAs in public practice, financial services firms, public trustees, legal assistants, municipal officers, payroll and software companies who employ staff involved with Retirement and Estate Planning.

Why Attend? Learn the most important information that you need to help your clients make informed decisions all from the comfort of your office without the hassles of travel. The live virtual sessions puts advisors in touch with a national network of like-minded professionals and faculty available to answer your pressing questions in real time.

September 23: Audit Defence- Managing Risk, Compiling Financial Statements, GST & Payroll

All financial intermediaries are facing bigger burdens due to regulatory change and more robust auditing from CRA.  Join tax and financial professionals Evelyn Jacks, Susan Watkin, Jenifer Bartman and our special gues experts to prepare for a deep look through financial statement preparation, and the latest news relating to audit triggers for payroll, GST, personal and corporate tax matters.

You’ll also be treated to the impact of new Client-focused Reforms that are revolutionizing the financial services industry in 2021.

Who Should Attend? This online course and live CE Summit is ideal for training new and returning staff working in independent tax filing firms, public accountants,  CPAs in public practice, financial services firms, public trustees, legal assistants, municipal officers, payroll and software companies who employ staff involved with Retirement and Estate Planning.  Also perfect for students and graduates in the Knowledge Bureau’s DFA-Tax and Bookkeeping Services Specialist Programs and the MFA-Business Services and Business Growth Specialist Programs.    The Live Virtual session will also put advisors in touch with a national network of like-minded professionals working within the Society of Real Wealth Managers framework. 

Why Attend? Our attendees and online course students say it best!

“The materials were well organized, the resources were easy to use, and I quickly became comfortable with the materials. I just completed my CFP and my CLU, so I am used to spending a little bit of time every day studying. I was able to move through the Knowledge Bureau courses quickly . . . because I was able to maintain a quick and steady pace.” Ian Wood, CFP, CLU, CIM, MFA, RWM

“In an industry where so much emphasis is placed on continuing education, I’ve taken many courses through multiple providers. I find that most have their own difficulties keeping up with tax changes to ensure their own content is always up to date. That was the difference with Knowledge Bureau. All information was updated to current tax rules and guidelines.”  Steven Hughes, CFP, CIM, CLU, CHS

Enrol in these important virtual programs today!