CE Summit Event Passes

Love the CE Summit Virtual Event and Online Course? Value participating in a full day, immersive learning experience taught by industry leading instructors and thought leaders? Well don’t just sign-up for one event - grab a bundle and realize HUGE SAVINGS and set yourself up for a year of comprehensive learning that will drive business results.

Especially for Professionals in the Tax & Financial Services.

Issues Based Training for Your Continuing Education

Join Knowledge Bureau President, Evelyn Jacks and Special Guest Experts who will deliver technical expertise in a live virtual or live format that you can immediately apply. It’s an opportunity to engage in issues-based technical training of critical importance to your clients enhanced by Q&As and polls.



​CE Summit: T1 Tax Update for 2023 Returns

Shake out the cobwebs and drill down on the detailed tax theory or “dark horses” as well as all news from CRA and Finance Canada for filing 2023 tax returns.

One Virtual event and Two In-Person events to choose from:


​Virtual Event

January 17, 2024

Early-bird deadline: January 15


Toronto: In-Person

January 24, 2024

Early-bird deadline: December 31


Calgary: In-Person

January 26, 2024

Early-bird deadline: December 31


CE Summit: Retirement and Estate Planning

May 22, 2024

Early-bird deadline: May 15

Find the answers to your clients’ most compelling retirement and estate planning questions at this must attend professional development virtual event.


“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


September 18, 2024

Early-bird deadline: September 15


“I have been studying with Knowledge Bureau for the last few years and always recommend it to colleagues. The CE Summits are always so informative and a fountain of knowledge. I don’t think that there has been a speaker that I didn’t like. KB is a fantastic institute! Happy 20th!”

– Johanne Brelis, Tax Services Specialist (MB)