The Knowledge Bureau offers two designation marks, the Distinguished Financial Advisor (DFA) and the Master Financial Advisor (MFA), featuring specialist programs of study under each. Students who enter our designation programs and successfully complete six courses in their chosen area of specialization are granted the permission to use The Knowledge Bureau's designation marks behind their name, on their business cards and letterhead.

Distinguished Financial Advisor (DFA)

The DFA designation offers two areas of specialties, Tax Services Specialist and Bookkeeping Specialist. Knowledgeable tax and bookkeeping specialists are in high demand today. Be in demand.

Master Financial Advisor (MFA)

The MFA designation also has two areas of specialty for financial advisors to choose from: Retirement Income Specialist and Investment Income Specialist. Once again, the designations are based on six carefully chosen courses. Baby boomers are transitioning into retirement and demanding real wealth management like never before and they want to entrust one person to help them move from the working world to the one after it. Be that one.

All of these designations have been built around the specific needs of demanding clients who want to work with professionals who are specialists with deep knowledge – these courses deliver those competencies.

Using these designations, you can distinguish yourself from the competition. The certificate and designation programs of The Knowledge Bureau can help. We are your partner in professional development, leading to practical specialization and the ability to position yourself as the manager of your client's complex financial affairs.