Programs & Courses

Courses

Continuing Education for Tax and Financial Services Professionals

Knowledge Bureau's extensive list of continuing education courses are designed to help you expand your skill set to better serve the needs of your clients. Registering for a course is also a commitment to better educate yourself about leading-edge trends and strategies in tax and finances. Those looking for CE credits and certification have come to the right place!

Your experience counts. Start at entry level, or engage in professional development.

T1 Professional Tax Preparation – Basic

Tax Planning

T1 Professional Tax Preparation – Basic

If you don't know tax, you're missing double-digit returns in your plans for Real Wealth Management™ with your clients.

In T1 Professional Tax Preparation – Basic, students learn the process for professional T1 income tax preparation as well as the five basic profiles that are the foundation for the preparation of most personal tax returns. The course will train you or your staff on tax preparation services and includes the latest tax changes for the upcoming tax year. Professional tax preparation and research software (student versions) are included as one of the course components.

Accounting for Business Transitions

Bookkeeping and Accounting

Accounting for Business Transitions

At some time in the lifecycle of a business, the owner/manager must deal with the sale or succession of the business. In Accounting for Business Transitions, you will receive a working understanding of the business issues involved in these situations and become familiar with the financial information the owner/manager typically requires in making business decisions during a sale or transfer of the business.

Advanced Bookkeeping for Multiple Businesses

Bookkeeping and Accounting

Advanced Bookkeeping for Multiple Businesses

This course uses the features in SAGE Simply Accounting and Intuit QuickBooks to hone your bookkeeping skills for a variety of different business types. You will move your skills beyond basic transaction data entry to developing a complete set of books for a variety of different businesses.  You will also become aware of all the ways you can customize and format existing reports, reconciling to the bank becomes easier and financial reports from simple to complex are no challenge.

Advanced Payroll

Bookkeeping and Accounting

Advanced Payroll

The technical side of payroll, if done incorrectly, can cost the employer or the employee money, not to mention incur penalties with the Canada Revenue Agency. Advanced Payroll will help you become a more astute compliance manager to ensure payroll is more than simply accurate. It will also allow you to assist your client to be more astute in negotiating employment contracts to the after-tax benefits of the employees of the firm, which could include family members.

Advanced Tax-Efficient Retirement Income Planning

Investment & Retirement, Succession & Estate Planning, Tax Planning

Advanced Tax-Efficient Retirement Income Planning

This leading-edge program is designed to provide structure and process for advisors interested in specializing in tax-efficient retirement income planning. This is a skillset in great demand by the baby boomer demographic—the most affluent generation in our history—who seek credible, trusted, and expert solutions to their complex retirement planning requirements and view tax erosion as the biggest threat to their wealth.

Advising Family Businesses

Succession & Estate Planning

Advising Family Businesses

It is widely accepted that 7 in 10 family businesses do not succeed to the next generation, despite the fact there are an unlimited amount of resources available today that can help families avoid these statistics. The "distinguished advisor" must take a leadership role in quarterbacking this process. Help your clients beat the odds for succession success by better understanding the planning process now!

 

Basic Bookkeeping for Small Businesses

Bookkeeping and Accounting

Basic Bookkeeping for Small Businesses

Bookkeeping, for some, is like learning a complicated foreign language. The Knowledge Bureau has translated all you need to know to confidently prepare books in a computer-based double entry bookkeeping system.  Become the certified professional who knows how to use accounting software to set up a proper double entry bookkeeping system for a small business, analyze and report transactions within the accounting cycle to the business owner and prepare financial statements ready for tax preparation and review by the accountant.

Business Valuation for Advisors

Succession & Estate Planning

Business Valuation for Advisors

This course is designed in a practical format and will help an advisor become a valuable resource to their clients when considering business valuation issues. Key concepts include understanding the notion of value, company specific and market based approaches for estimating value, the key stages of the business transaction process, value and investment transactions, and the implications of financial performance on value.

Cross Border Taxation

Tax Planning

Cross Border Taxation

As baby boomers age and technology makes it possible for people and businesses to operate globally - as well as economic changes making it appealing for people and businesses to purchase investment property globally - cross border taxation issues become key for cross border employment, entrepreneurship or asset ownership, as does the issue of residency and U.S. citizenship. Advisors who work with affluent boomers must be prepared to discuss cross border taxation with a comprehensive general knowledge, as well as recognize and advise on how certain actions on both sides of the border affect a person’s tax situation.

Debt and Cash Flow Management

Investment & Retirement

Debt and Cash Flow Management

This course focuses on the relationship an advisor has with a client who is contemplating taking on debt or is struggling with debt. The student will learn how to help the client set realistic expectations, prepare sample client service agreements, identify actions the client must focus on, discuss back up plans for short-term changes and help the client keep on track.

 

Elements of Real Wealth Management

Investment & Retirement, Succession & Estate Planning

Elements of Real Wealth Management

This course will introduce you to a new, thoroughly researched and tested framework around which to provide wealth advisory services so you can help your clients better use their precious resources of time and money both now and in the future. It's called Real Wealth Management.  The objective of Real Wealth Management is to enable a framework for joint decision-making throughout changing life, financial and economic times, with all the stakeholders involved: family members and professional advisors.

Final Returns on Death of a Taxpayer

Succession & Estate Planning

Final Returns on Death of a Taxpayer

In tough economic times, advisors have to find new ways to build and sustain secure, value-added client relationships. Estate planning is a source of angst for clients. The advisor who helps clients tackle that angst and implement an effective estate plan will build client loyalty. In addition, the advisor requires technical expertise in filing the final return of a deceased in order to ensure proper tax planning is arranged at time of death and for the ongoing planning activities of the survivors.

Portfolio Risk Management in Retirement

Investment & Retirement

Canada's economic growth has been in a sweet spot, the second best in the world behind Britain, according to an international monetory fund (IMF) update published in July 2014.  This course addresses the strategies and data tools advisors and their clients may use to better manage the risk and return of their investments in this environment.

Fundamentals of Succession Planning

Succession & Estate Planning

Fundamentals of Succession Planning

This course is designed in a practical format and will help an advisor become a valuable resource to their clients in the succession planning process. Key concepts include understanding the importance of succession planning for the business and key positions within the business; role and financial issues, from both the business leader and successor perspective; succession plan implementation; addressing the impact of succession on employees and the business as a whole; and succession of the business to third parties.

Insurance Strategies for the Small Business Owner

Succession & Estate Planning

Insurance Strategies for the Small Business Owner

Small business forms the backbone of the Canadian economy, yet only a minority of businesses successfully pass to new owners. Sophisticated strategies are needed to ensure greater success in the transition of business ownership. This program will consider the vital role that life insurance can play in providing for the successful transition of a business on a business owner's death.

 

Investment Strategies in Charitable Giving

Investment & Retirement, Succession & Estate Planning

Investment Strategies in Charitable Giving

Canadians are becoming more philanthropic, giving more every year to causes that are important to them. The world of philanthropy is changing—people want to be in control of how they give. They are holding the organizations accountable for the money and want to see how it is managed. They’re becoming far more demanding in wanting to maximize the impact of their donations. This course assists financial advisors who want to ensure their clients’ gifts complement their overall wealth management strategy in a tax-effective manner.

Managerial Accounting

Bookkeeping and Accounting

Managerial Accounting

So you have kept your client’s books beautifully... now what? Keeping proper books using a double entry system is one thing, but their real value comes from using this information to enable a business to meet its financial goals and make better management decisions.  This course in the Certified Bookkeeping Specialist designation program provides professional bookkeepers with specific skills and practical experience in the areas of: formatting account analysis, recording and analyzing transactions around fixed asset acquisitions and dispositions, assumptions, forecasts and formats, sales budgeting, cash flow budgeting, and much more.

Portfolio Construction for Real Wealth Managers

Investment & Retirement

Portfolio Construction for Real Wealth Managers

Portfolio Construction begins with the thorough understanding of the risk profile of the client. Yet, by international standards, it is clear that the typical KYC or Asset Allocation Questionnaire is woefully inadequate. The Portfolio Construction Course begins with a thorough analysis of current risk profiling tools and their strengths and weaknesses for both the client and the advisor. Next, the course explores how to evaluate the risk profile of different portfolios, how to evaluate the risk and return features of different types of investments and how the risk profile of these investment are impacted by changes in the business cycle and interest rates. All of these components assist in the ultimate process of designing and implementing the most appropriate portfolio to match the risk profile of the client.

Portfolio Risk Manager

Investment & Retirement

Portfolio Risk Manager

Managing risk is as unique as each of your clients. Finding a single approach to streamline the process can save time and increases success - plus put you in a great compliance position.  This course gives you the latest tools to work as an advocate for the best interests of the client to ensure the risk profile of the portfolio is consistent with the changing risk profile of the client, now and in the future.

 

T1 Professional Tax Preparation – Advanced

Tax Planning

T1 Professional Tax Preparation – Advanced

This is a course designed to help you be the most highly professional tax practitioner with excellent investigative skills (conducting the most exhaustive client interviews) and the best research skills (knowing when and where to look for help), using the power of Knowledge Bureau's EverGreen Explanatory Notes to do so. This course picks up from the T1 Professional Tax Preparation – Basic to dig deep on a line-by-line basis to the details professional tax preparers need to know to accurately prepare a broad range of more complicated personal tax returns. This course includes the most current tax changes updated each year.

T1 Professional Tax Preparation – Proprietorships

Tax Planning

T1 Professional Tax Preparation – Proprietorships

Unincorporated small businesses have unique tax preparation and planning requirements. This course gives you access to a broad range of proprietorships including sole proprietors, partnerships, farmers, fishermen, and professionals. You will learn how to complete income statements, capital cost allowance schedules, auto and home workspace schedules, and other unique calculations specific to the profile using the most recent tax laws and budget proposals.

T2 Corporate Tax Preparation for Small Business

Tax Planning

T2 Corporate Tax Preparation for Small Business

If you are charged with the preparation of corporate income tax returns you need to be confident in the process and your skills. This course will provide you with an understanding of the business issues and tax options that underlie the taxation of corporate income so the return can be prepared accurately – minimizing tax and identifying planning opportunities on a timely basis.

 

T2 Corporate Tax Preparation for Micro Businesses

Tax Planning

T2 Corporate Tax Preparation for Micro Businesses

Learn to prepare a T2 corporate return for your small business clients. Gain an understanding of the business issues and tax options that underlie the taxation of corporate income so that the return can be prepared accurately, tax is minimized and planning opportunities are identified on a timely basis.

 

Tax Planning for Corporate Owner-Managers

Bookkeeping and Accounting, Tax Planning

Tax Planning for Corporate Owner-Managers

Are you able to advise private business owners and managers about the best way to manage his or her compensation to maximize the amount of after-tax income available? This course has been designed to do just that. You will get a solid understanding of options available when constructing compensation packages, of the salary-dividend-bonus mix to maximize tax efficiency for the owner and each family member, and of constraints imposed by income tax and other laws so you can provide sound advice to the employer or client on compensation planning all year long.

Tax Strategies for Financial Advisors

Investment & Retirement, Succession & Estate Planning, Tax Planning

Tax Strategies for Financial Advisors

Tax is a trigger for affluent families. They seek expert solutions to their investment strategies and expect to work with professionals who can increase returns with tax efficiency. This course covers a strategic and tax efficient investment income planning process which will result in capital accumulations in the right hands within the family. The objective is to earn investment income tax efficiently, split it with family members, and avoid tax erosion of the capital at transition times.

Tax Strategies for Financial Advisors qualifies for 30 FPSC-approved CE credits.

Use of Trusts in Tax and Estate Planning

Investment & Retirement, Succession & Estate Planning

Use of Trusts in Tax and Estate Planning

You need to know the pros and cons of all possible solutions for wealth and succession planning. Planning with trusts is becoming more and more common, and if you can’t answer questions and explain the concept, your clients will find someone who can. This course will provide you with a well-rounded knowledge to nail down a long-term and potentially intergenerational connection to the client and their family with the ability to lead probing questions and connect with the right professionals who can facilitate the right estate planning solutions.