Evelyn Jacks, President
It gives me great pleasure to introduce Knowledge Bureau --presenting the latest in continuing professional development--for staff training, upgrading and continuing education credits with your professional organization. Take an academic path to prestigious certification and designation, too. Choose from 24 courses by self-study.
Each course features leading edge tax and financial planning techniques. . .and three great ways to learn: Audio lecture, online case studies and testing, together with a handsome professional reference library – all supported by our friendly educational consultants and instructors. Our courses are written by Canada’s most prolific practitioners in the tax and financial services industries.
Knowledge Bureau™ is Canada’s leading post-secondary educational institute and publisher focused on excellence in financial education for professional advisors and their clients. Through online courses and live learning events taught by industry leaders, tens of thousands of professionals have earned the certification, diplomas and professional designations they need to fill knowledge gaps, excel in their careers, train staff and position their professional practices for change and growth.
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It is the home of the MFA™ (Master Financial Advisor) designation, which signifies specialization in retirement, business, and succession/estate planning in wealth advisory practices, as well as the DFA-Tax Services Specialist™ and DFA-Bookkeeping Services Specialist™ designations for professionals in the tax accounting services.
Knowledge Bureau hosts regional workshops and in-class events in major centres across Canada, taught by industry leaders in a blended learning opportunity with its online courses, and an annual international event, the Distinguished Advisor Conference™, which explores strategic wealth management for retirement in locales clients retire to. It also partners with corporate clients and academic institutions, custom-designing CE modules, webinars, and keynotes to meet organizational needs. Finally, Knowledge Bureau is a national publisher of financial books, providing the opportunities for Canadian and their advisors to make better financial decisions together.
For more information contact Knowledge Bureau at 1-866-953-4769.
Over 366,200 online course module registrations leading to CE/CPD credit
Over 15,000 Knowledge Bureau Report subscribers
Over 18,290 Technical training certificates issued
Over 8,670 Active certificate course students in diploma and designation programs
Over 1,510 Distinguished Financial AdvisorTM and Master Financial AdvisorTM Designation program students
Over 9,450 Distinguished Advisor Workshop & Distinguished Advisor Conference attendees