White Paper

White Paper



Knowledge Bureau is a national post-secondary educational institute and publisher focused on excellence in financial education. Our mission is to provide professionals and their clients the knowledge and skills to make sound financial decisions in our world class virtual campus.

Knowledge Bureau is well positioned to deliver professional development solutions for knowledge competencies and practice management throughout Canada and around the world. Its courses are based on a thoroughly tested educational framework that supports strategic planning and technical training in a blended learning environment – online, in class, in office and practical experience working with practitioners and institutions for over 10 years. 

This framework is called Real Wealth Management™ ; it revolves around four elements of family tax, financial and wealth planning: Accumulation, Growth, Preservation and Transition of Sustainable Wealth – that is, wealth with future Purchasing Power (after taxes, inflation and fees).  

To achieve these long term results for all the generations in a family, value propositions offered by any one professional must often include a number of specialists to work within a strategic plan everyone can follow.  For these reasons, we teach a consistent, client-centric process all stakeholders can use within that plan. Decision-making around three categories of financial triggers are explored:  life, financial and economic events.

Knowledge Bureau’s online courses, workshops, conferences, calculators and research libraries are making a significant difference in the results advisors and clients achieve together.  We are the home of two designations:  the MFA™ (Master Financial Advisor) and the Distinguished Financial Advisor™, featuring five areas of specialization. Execution of best practices is executed through The Institute for Real Wealth Management™, the business development division of Knowledge Bureau.

Read the full white paper here.