Training
INTEGRIS Advanced Knowledge Center
Pension legislation can be complex and daunting—we've packaged our most-requested content into a lean online course you can complete in as little as two weeks.
Featured Course
PPP101 — Personal Pension Planning for Corporate Owner-Managers
Pension legislation can be complex and daunting—we've packaged our most-requested content into a lean online course you can complete in as little as two weeks.
View PPP101Pension legislation can be complex and daunting—PPP101 packages our best practices into an online format you can complete in as little as two weeks.
Learn how to position the PPP® alongside RRSPs, IPPs, and RCAs, and deliver confident advice to high net worth business owners.
Complete your pension & estate knowledge in as little as 3 months
MFA™-Pension & Estate Services Specialist
Boomers are retiring with complex financial decisions. This program equips advisors with deeper retirement and succession planning expertise so they can guide clients through corporate transitions, pension analysis, and estate strategies.
Explore programThe MFA™-Pension & Estate Services Specialist program (delivered by Knowledge Bureau) helps advisors serve retiring business owners with deeper pension and estate strategies in as little as three months.
Graduates gain multi-disciplinary confidence across tax, accounting, and wealth planning disciplines, making PPP® conversations even more valuable.
Knowledge Bureau Partnership
World-class pension and estate training
INTEGRIS is an authorized educational partner of Knowledge Bureau™, Canada’s leading financial education institute founded by tax expert Evelyn Jacks. Their multi-disciplinary curriculum empowers advisors, accountants and tax professionals with practical, high-impact training.