The Knowledge Bureau is a national educational institute providing certificate training and professional development at a post-secondary level to advisors in the tax and financial services, as well as educational news and information services to their clients.

Mandate

The Knowledge Bureau believes that clients with wealth are best served by one highly qualified financial advisor who leads an inter-advisory team of specialists to achieve client-centric life and financial goals. Our mission is to raise standards for excellence in Real Wealth Management^© through individuals and teams specifically trained as real wealth advisors.

Goal

To develop cutting edge courseware leading to pre-eminent certification and designation programs in real wealth management for the tax and financial service industry, featuring leading educators, speakers and writers.

Methodology

To meet advisors’ needs for continuing professional education by offering a variety of designation and certification programs through multi- media self study, webcasts, workshops, conferences, books, speaker engagements and personal coaching. We will also form strategic alliances with firms to provide customized, co-branded training solutions in real wealth management leading to prestigious certification.