The Knowledge Bureau is a national designated education institute and publisher, which provides excellence in financial education to tax and financial advisors and their clients. For more information, please call 1-866-953-4769.

There are many benefits to working with us:

Professionals turn to The Knowledge Bureau for expert training of seasonal staff for tax or RRSP season as well as mastery of the inter-advisory discipline of Real Wealth Management™: the accumulation, growth, preservation and transition of after-tax wealth.

Our courses, available in self study or live content formats, lead to certification, as well as CE accreditation by most regulators and professional associations.

Participants may also choose to work towards the Master Financial Advisor (MFA) Designation in Retirement or Investment Income Services or the Distinguished Financial Advisor (DFA), Tax or Bookkeeping Services Specialist Designation, offered exclusively through The Knowledge Bureau.

Our faculty consists of a widely recognized and superior team of instructors, writers, and researchers, with expertise in the areas of personal and corporate income tax, and wealth management including, retirement, business succession and estate planning.

The Knowledge Bureau is also the publisher of the MASTER YOUR PERSONAL FINANCE SERIES of consumer books, written especially for advisors and their clients who wish to make better decisions together about the family’s wealth, and Essential Tax Facts, written by best-selling author Evelyn Jacks.