Financial Education for Decision Makers


The Knowledge Bureau is the proud publisher of the Knowledge Bureau Newsbooks, featuring the MASTER YOURS. . .series written especially for advisors and their clients.

We are also proud to list selected titles from our associate faculty and speakers.

These resources can make a difference to practitioners, clients, employees, or family members. Browse by book title or author, or view our entire selection.

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Some individuals want to learn more about tax and financial services in order to have a better relationship with their advisors or to learn to do some of the planning research themselves. Click on the following topics to see the certificate courses offered in each of these areas:

► Personal tax preparation

► Corporate tax preparation

► Bookkeeping and business management

► Business succession

► Retirement planning

► Estate Planning

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