Programs & Courses

The most comprehensive source of continuing education for financial and tax professionals in Canada
Professional Development
Take Your Practice to the Next Level

Continuing Education
Stay up to Date

Certificate Training
Move Up the Ladder in Your Career

An Outstanding Educational Experience
An Educational Institute Designed Especially For:
  • Continuing Professional Development:  for accreditation, career advancement, professional association requirements.  Individual certificate courses, diplomas, and designation programs are available.
  • Employer-provided industry training:  Individual certificate courses, diplomas programs are available.  Gain the skills and confidence necessary to best serve your clients.
  • Self-Employment or Professional Management:  Sole practitioners who wish to build a multi-faceted professional practice with their designations.
  • Personal Interest:  Certificate courses for those who wish to advance in their existing careers or are looking for something new.

 

Our World Class Virtual Campus Allows You To:

  • Participate in  a blended learning environment, online studies, in-class workshops and inter-advisory conferences. A great way to consolidate knowledge and build personal confidence. . .24/7.
  • Become a highly qualified practitioner through a certification and designation process, using technology and tools you can immediately implement. This builds client trust, confidence and referrals.
  • Evolve the best practices of your firm and all the associates in it, ensuring business growth and succession through new knowledge applications in your chosen field.
  • Specialize in five specific areas of expertise:  tax, bookkeeping, investment & retirement, succession & estate planning and business services under two designation streams:  Distinguished Financial Advisor and Master Financial Advisor.

 

Under the Real Wealth Management framework, firm partners and managers, employees, and new recruits learn to follow a strategic wealth management process to enable a consistent process for managing the accumulation, growth, preservation and transition of tax efficient income and capital.

Course Details

Course Catalogue

 
Everything is included in your tax-deductible tuition
Personal Educational Consultants to custom-design your study plan
Valuable Knowledge Journals, Lesson Plans, Professional Software and Calculators
True-to-life case studies, quizzes and guidance
Personal instructor support, by experienced experts
EverGreen Explanatory Notes: Tax Research Library
Ongoing updating services with Knowledge Bureau Report
Knowledge Bureau Calculators: Wealth Management Tools
Testing, CE accreditation and certification
Tax-deductible tuition and payment plans to fit your budget
Practical Studies With Professional Software
 
 
 
Designation Program Options
For experienced industry professionals.
Diploma Program Options
For career enhancement
CE Course Program Options
For continuing professional development or start your career here.
An Outstanding Educational Experience
My objectives were to train on unincorporated small business tax returns for my new tax preparation business. My expectations were met. Enjoyable.
Adam J., MB

I am currently putting our entire office through a variety of knowledge bureau courses. They are the best of what is out there for in office training.
Bernadette M., AB

My objective in taking this was to continue learning so that I can better serve my clients with simple sound advice that works. My objectives were met with a very simple and clear process the has proven results.
Rodney J., BC

My objective in taking this was to to understand the theory behind Managerial Accounting. All the key areas of managerial accounting was covered in this course. It was a GREAT course that can be taken according to my own schedule.
Akbar P., ON

Very well organized and interesting. I learned a great deal of information on an extremely important topic, both for myself and my clients. Thank you!
Richard R., SK

A well-organized and comprehensive course written in simple, easy to understand language. The audio presentation is excellent as well.
Richard L., ON

If you have your own practice this course is a must.
Vincent C., AB