Continuing Education for Advisors of the Future

• Tax Efficient Retirement Income Planning
• Use of Trusts in Tax &Estate Planning
• Investment Tax Strategies
• Succession Planning for Owner-Managers
• Personal Pension Planning for Business Owners
• Advising Family Businesses

• Corporate Tax Filing Fundamentals
• Tax Planning for Corporate Owner-Managers
• Tax Planning for Incorporated Professionals
• Cross Border Taxation
• Understanding Business Valuation
• Use of Trusts in Tax & Estate Planning

This practice management course is for specialists who wish to offer family wealth management services. This program teaches a framework for the accumulation, growth, transition and preservation of wealth from one generation to the next.

Advisors who truly want to offer a new value proposition and build strong, inter-generational, multi-advisory relationships throughout personal and financial lifecycles, will want to use a new approach: Real Wealth Management.

• 30 KB CE
• 30 CE IDM
• 20 PD IIROC (cycle 9)

The strategic philanthropy program for those who wish to specialize in helping families with investment, retirement and estate planning that includes charitable giving.

This is an emerging investment trend increasingly important to investors of all ages, but few advisors are delivering what HNW clients want: the integration of values-based decisions when discussing tax and financial plans.

• 30 KB CE
• 90 CAGP
• 20 ICM
• 14 IAFE PD and 1 Ethics
• 20 IIROC PD and 3 Compliance with IIROC (cycle 9)

Any service-based professional will have had to pivot and reconfigure their practice during the pandemic. Now we can bring systems and processes, order, consistency, concepts and tactics to a defined strategy in growing our future practices.

In short, it’s time to throw off the “bandaid ” approach, get some real “stitches” into your new “hybrid” practice and thrive in the digital world.

• 30 KB CE
• 30 ICM CE

​Option 1: The Collection Series

Tuition Fee | $ 295 + tax

Complete up to 5 courses in 90 days. Pass them, get your certificates, then add them to your permanent Scholar’s Library.

CE credits for the CE Savvy Collections are follows:

• 10 CE Knowledge Bureau • 5 CE ICM • 5 PD FP Canada • 5 PD IAFE • 5 PD MFDA

Option 2: Entire Collection Series

Annual Tuition Fee | $ 995 + tax

Complete 30 courses in 12 months. Pass them, get your certificates, then add them to your permanent Scholar’s Library

The Only Conference for Leading Tax, Accounting and Financial Professionals

2023 THEME: IMAGINE!
BREAK FREE TO EMBRACE TRANSFORMATIVE CHANGE

Banff, Alberta
November 12 - 14, 2023