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The Master Series of Books

Financial Education for Decision-Makers of all ages. Titles include:

The Master Your Personal Finances Game

This is a free online game to help people test their aptitudes related to the above titles.

Play the Master Your Taxes Game

Play the Master Your Retirement Game

Selected Self Study Courses in Tax and Financial Matters, for personal self improvement and financial literacy.

The Knowledge Bureau has chosen 8 of its professional certificate courses which may be of interest to laypeople who 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 themselves. Any six courses in the program will lead to the Certificate of Achievement in Personal Finance; eight selections are possible:

Introduction to Personal Tax Preparation Services
Basic Bookkeeping for Business
Fundamentals of Succession Planning
Business Valuation for Advisors
Investment Strategies in Charitable Giving
Tax-Efficient Retirement Income Planning
Tax Efficient Investment Income Planning
Elements of Real Wealth Management


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