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Teaching

Course: Chartered Accountant Institute of BC July 2011

Kurt was invited by the Chartered Accountant Institute of BC to teach four days of courses on retirement planning, investing, estate planning, insurance, taxes, children’s savings, debt and real estate planning to Chartered Accountants from across BC. Kurt taught three courses on investing, how to create a financial plan and affluent investing and wealth management …

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Course: How to Build a Financial Plan 2010

Kurt is teaching full day courses on “How to Build a Financial Plan”, “How to Design an Investment Portfolio”, “Stocks, ETFs and Mutual Funds” and “Wealth Management in Canada” to Chartered Accountants in Winnipeg on behalf of the CA Institute of Manitoba. Kurt is teaching full day courses on “How to Build a Financial Plan”, …

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CA Course: How to Build a Financial Plan September – November 2010

Kurt is teaching full day courses on “How to Build a Financial Plan”, “How to Design an Investment Portfolio”, “Stocks, ETFs and Mutual Funds” and “Wealth Management in Canada” to Chartered Accountants across Ontario on behalf of the CA Institute of Ontario. Kurt is teaching a full day course on “How to Build a Financial …

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CA Course: How to Build a Financial Plan May – June 2010

Kurt is teaching full day courses on “How to Build a Financial Plan”, “How to Design an Investment Portfolio” and “Wealth Management in Canada” to Chartered Accountants on behalf of the CA Institute of Ontario. Kurt is teaching a full day course on “How to Build a Financial Plan” to Certified General Accountants on behalf …

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Chartered Accountants Ontario, Manitoba: 3 Courses October – December 2009

Kurt taught three courses (What is Wealth Management Course, How to Build a Financial Plan Course and How to Build an Investment Portfolio Course) for Chartered Accountants across Ontario and Manitoba, with full day seminars in the following cities: Markham, Toronto, Barrie, Waterloo, Kitchener, London, Mississauga and Winnipeg. Kurt continues to be a qualified instructor …

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