Help & Contact: 1 866 953 4769

Certificate Course

Integrated Solutions in Practice Management

Overview

The essential financial services provided by the advisors from the tax accounting and financial services, who make up our multi-disciplinary audience, will be in high demand. Your practice model has already shifted, and it will require more retooling. It’s your role to bring the Great Recovery home to your clients – and that will feature new and innovative ways to scale your business model with integrated practice management solutions.
This course is for business owners who want to take a strategic approach to sustainable success within their industry.

Enrol

Course Content

Chapter 1 – Scaling Up
Chapter 2 – Building a Sustainable Business Model
Chapter 3 – Build your Estate
Chapter 4 – Cross Border Planning
Chapter 5 – Branding Your new Business Model
Chapter 6 – How much is enough
Chapter 7 – Culture of Accountability
Chapter 8 – Privacy and Responsible Innovation
Chapter 9 – Managing Behavioural Finance
Chapter 10 – Growing Tax Efficient Wealth

Enrol

Opportunity

As financial services professionals work to help clients move forward from a place of fragility to stability following a major global crisis, financial tenacity, knowledge and experience will be required. And in particular, it’s important to bring passion, knowledge, experience, opinion, debate and authentic as these are the traits of determined and successful leaders.

CE | CPD Credits

Knowledge Bureau: 18 CE
AIC (59682): 10 Life CE: Expiry: 10/20/2023

Enrol

Learn Your Way

Online 24/7

Every course you take with Knowledge Bureau counts on your academic pathway. Qualify for tuition rebates by taking a certificate course, diploma program or designation program.

In-Class

Complement your online education with CE Summits. Held in November, January and May, these one-day, instructor-led workshops offer peer-to-peer learning experiences to students who prefer studying in groups.

In-Conference

Annual three-day Distinguished Advisor Conferences focus on finding solutions for the challenges faced by businesses in a global marketplace.

Knowledge Base

Tap into a comprehensive, centralized clearinghouse of trusted information, including great books, Knowledge Bureau Report, online calculators and research libraries.

About

Our Story Meet the President Meet Our Team Join Our Faculty Meet Our Students Virtual Campus Upskill Solutions FAQs | Academic Policies

Pathways to Success

Conferences & Workshops Wealth Management Courses Retirement Planning Courses Gift Planning Courses Income Tax Courses Business Management Courses Accounting Courses Corporate Tax Courses

Contact

Click to Send Us an Email
Follow Us on Social Media
© 2003–2025 Knowledge Bureau. All rights reserved.
The RWM™, MFA™, MFA-P™, DMA™, DFA-Tax Services Specialist™, DFA-Bookkeeping Services Specialist™, the Society of Real Wealth Managers™ & all its certificate/diploma programs are intellectual properties/certification/trademarks owned by Knowledge Bureau™