Mission Statement

Mission Statement

We Strive to Be the World's Most Client-Centric Financial Educator

Knowledge Bureau™ is Canada's leading national post-secondary educational institute for continuing professional development in the tax and financial services.  It is focused on providing the cutting edge knowledge and skills required for professional financial advisors who work together in making joint financial decisions with their clients about their family’s wealth.



Our Mission is to Raise Standards In Continuing Professional Development In The Tax and Financial Services.

Our Unique Value Proposition to Our Students:

We provide an academic path to your continuing professional development so you can offer consistently outstanding service levels to your clients as a specialist in your field.

Our Educational Philosophy:

To develop an industry of strategic Real Wealth Managers™ who collaborate on an inter-advisory basis to steward sustainable family wealth through Real Wealth Management:  The accumulation, growth, preservation and transition of wealth after taxes, inflation and fees.

Our Curriculum:

Knowledge Bureau publishes and delivers comprehensive online courses leading to certification, diplomas and designation. It is the home of the MFA™ (Master Financial Advisor) designation, which signifies specialization in retirement and business succession/estate planning, as well as the DFA-Tax Services Specialist™ and DFA-Bookkeeping Services Specialist™ designations for professionals in the tax accounting services.

Knowledge Bureau also offers the CE Summits (one-day workshops) held in major centres across Canada, taught by industry leaders in a blended learning opportunity with its online courses. An annual international event, the Distinguished Advisor Conference™, explores strategic wealth management and practice management techniques 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 the Knowledge Bureau Network of Newsbooks, Reports and Video Tutorials which are designed to empower the relationship between advisors and their clients.  The goal is to hone a three-part role for advisors - Educator, Advocate and Steward - through highly interactive educational experiences with clients.  For more information on CE Accreditation, Standards of Conduct and programming, contact Knowledge Bureau at 1-866-953-4769 and explore www.knowledgebureau.com.