Partner Programs

Group Programs

An Academic Path to Continuing Professional Development for Your Firm

Are you now growing your own firm after studying with us as an individual? Talk to us about firm-based studies today.

Enquire about volume discounts for your employees, sales forces and members by becoming a strategic educational partner with Knowledge Bureau.

We have worked with most major players in the tax and financial services in providing private labeled, co-branded and branded educational offerings.  Individuals affiliated with our strategic educational partners qualify for preferred rates. Call us for details: 1-866-953-4769.


Evelyn Jacks and her team of experts at The Knowledge Bureau have been a significant part of the success of Dynamic’s award winning Snapshots program. Snapshots is an online resource centre helping advisors provide customized and personalized advice and resources to clients at various life changing events. Evelyn and her team provided valuable in depth advisor education courses on a variety of the life events covered including Leaving a Job, Ailing Parent, Home Ownership and Disability. Their continuing education accredited courses have been taken by thousands of advisors across Canada who are interested in strengthening their relationships with clients by offering holistic advice as their clients’ lives change.

Terri Williams, Former Vice President, Corporate Social Responsibility, Scotiabank