CE Credits & Professional Development for Financial Advisors & Tax Specialists
Build technical confidence and strengthen your advisory business, supported by coaching that turns learning into strategic advantage.
Education
Strengthen Your Expertise with Structured Development
Application
Implement What You Learn with Strategic Support
Mastery
Operate with Clarity Across Clients and Teams
A Strategic Alliance for Your Path to Clarity.
From Education to Execution
Professional development only creates change when it is applied. Many advisors attend high-quality education, take detailed notes, feel inspired, and then return to a full calendar and competing priorities. Without structure, even the strongest insights lose momentum. That is why this partnership goes beyond learning. Knowledge Bureau® delivers structured, credentialed education in taxation, business development, and leadership. The Personal Coach ensures that what you learn becomes integrated into your advisory practice.
Upcoming Event:
Business Builder Summit:
Peak Your Performance
for Financial Advisors
A new continuing education and professional development program of special interest to independent financial advisors and tax accountants, as well as up-and-coming entrepreneurial team leaders who are striving to build a high-growth financial services practice but may be struggling to scale it cost effectively. We'll challenge you to think with a growth mindset over 5 refreshing hours, as you earn valuable CE Credits, too!
EARLY BIRD DEADLINE:
June 4th 2026
($100 Savings)
LIVE EVENT STARTS:
June 18th 2026
8:15 AM (CT)
The Personal Coach team is directly involved in leading key sessions throughout the summit.
Agenda at a Glance
Evelyn Jacks and April-Lynn Levitt | Put Your Ideas Into Action with Strategic Business Planning |
Lisa Mohammed and April-Lynn Levitt | Communicate Your Value to Your Next Ideal Client |
Charlene Wolthuizen | Power Up Your High-Performing Team to Double Your Revenues |
Introduction to RWM™ | The Real Wealth Manager's Journey |
Jenifer Bartman | The Numbers Tell the Story: The Success Secrets to Your Financials |
Lisa Mohammed and April-Lynn Levitt | New Client Generator: How to Develop a Consistent Flow |
A True to Life Case Study with Special Guest Doug Buss | How I Built My Business & My Business Skill |
Course Components:
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5 Hour Virtual instructor-led event (recorded for replay)
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Earn up to 5 CE credits with: KB and CIRO, MFDA, AIC, FP Canada
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5 Chapter Online Course: Earn 5 CE Credits with Knowledge Bureau®
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Entry requirements met for the DMA-Small Business Management Designation Program plus an additional $100 tuition fee reduction until March 31.
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Personal Coach Client: Qualify for 10% reduction and implement your growth plan with a complimentary coaching call.
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Join the KB VIP Graduates Club! Graduates earn a $100 tuition fee reduction on their next educational program with Knowledge Bureau.
Why The Personal Coach Partnered with Knowledge Bureau
Financial advisors today need more than surface-level updates. They need credible, recognized education that builds real capability.
Knowledge Bureau® provides advanced, practitioner-level education in taxation, business advisory, and professional development. The Personal Coach ensures that this education translates into strategic clarity and practical execution.
Education builds capability. Coaching builds implementation. Together, we strengthen leadership.
“The training and insights gained through completing the program have vastly expanded the level of services that I am now confidently able to provide. The Knowledge Bureau’s toolbox simplifies the complex, allowing deeper, more meaningful conversations with clients.”
Rick Tomalty
Succession & Estate Services Specialist
“The economy, government policies, environment, technology - all change so rapidly and we need to keep up-to-date on all financial, and tax matters to serve the public. For that, Knowledge Bureau is a highly recognized institution in Canada.”
Ram Chockalingham
Tax Services Specialist™, Business Services Specialist ™, RWM ™
There is a wealth of relevant information, not to mention networking opportunities, that encompass all financial advisory fields and topics. And it is also a lot of fun!”
Maureen Carse
Tax Services Specialist™
There is a wealth of relevant information, not to mention networking opportunities, that encompass all financial advisory fields and topics. And it is also a lot of fun!”
Laura Padula
MPNL, MFA-P
Plan Your Growth with a Coach
We’ll help you map your education, leadership, and business priorities into a focused development plan.