The best way to answer this question is with another one: Are you completely comfortable with your ability to provide the knowledge-based services your clients require to achieve peace of mind in their tax and financial planning needs? If not, you have come to the right place for solutions.

The MFA and DFA designations identify a select group of advisors who have successfully completed a program of advanced studies in the financial services industry. The Programs available through The Knowledge Bureau lead to specialization in retirement income planning, tax preparation services, bookkeeping services, investment planning services and coming soon: succession and estate planning services and personal financial planning.

Making the decision to continue your professional development with specialized training is no longer just an option, it is a necessity. Gone are the days when consumers simply trust their professional advisors. In today's marketplace your clients must not only recognize you are an expert through your credentials and reputation by referral, but you must also be prepared to demonstrate competencies within a broad base of issues by expanding your skills with proper training.

Requirements for Designation/Certification Program Entry

Please demonstrate a high school standing and

• existing employment or entrepreneurship within the tax, accounting, bookkeeping or financial services or

• designation, certification, or license to practice in the industry sector and/or

• at least three years experience in the industry sector for entry to the designation program

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