Programs & Courses

All Online Courses

Certificate, Tax and Financial Courses Online

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.

Accounting for Multiple Business Profiles

Accounting for Multiple Business Profiles

In this course, you will learn to manage the bookkeeping functions for a variety of companies to deliver financial results from the simplest to a complex company.

Advanced Payroll for Small Business

Advanced Payroll for Small Business

Payroll rule changes have created an increased demand for knowledgeable bookkeepers who can administer payroll. This course will help you understand these rules.

Advising Family Business

Advising Family Business

This course addresses a range of areas that might be encountered during the evolution and growth of a company.

Advising Family Businesses

Advising Family Businesses

Many small businesses in Canada are owned and operated by individuals who are at or near retirement age. This course will teach you to create strategies that can help clients and their companies’ function smoothly.

Basic Bookkeeping in a Digital World

Basic Bookkeeping in a Digital World

Bookkeeping in a Digital World is the perfect course for professionals in the bookkeeping, tax and financial services who wish to train their administrative staff to prepare company books, or for those with the professional role of preparing books for others.

Behavioural Finance in Risk Management

Behavioural Finance in Risk Management

Learn how to focus on continued accumulation and investing, preservation of capital, as well as the tax-efficient withdrawal of funds for your clients.

Budgeting and Forecasting for Small Business

Budgeting and Forecasting for Small Business

This course is perfect for professionals in bookkeeping, tax and financial services to gain the skills needed to assist or direct the budgeting process.

Building and Communicating Your Brand

Tax Filing and Planning

This course focuses on the things that can be done immediately, without huge investment, to navigate new marketing opportunities with a compelling value proposition.

Building Business Plans

Tax Filing and Planning

Learn more about how to structure and plan for the financial results you need to grow a market driven business someone will eventually buy.

Canada - U.S. Cross Border Taxation

Tax Filing and Planning

Canada - U.S. Cross Border Taxation

This course provides comprehensive general knowledge on Canada/US cross border taxation issues.

Charitable Giving for Investors

Charitable Giving for Investors

Formerly Investment Strategies in Charitable Giving. Canadians are becoming more philanthropic; giving more every year to causes that are important to them, but there is today a major change in the world of philanthropy—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 is to assist financial advisors who want to ensure their clients’ gifts complement their overall wealth management strategy in a tax-effective manner.

Corporate Tax Filing Fundamentals

Tax Filing and Planning

Corporate Tax Filing Fundamentals

This course serves as an introduction to the filing of a corporate income tax return for small business operating under a corporate structure as a Canadian Controlled Private Corporation (CCPC).

Filing Final Returns at Death

Filing Final Returns at Death

This course deals comprehensively with the taxation of individual's final tax returns and the new relationship executors have in responsibilities with the CRA.

Filing Proprietorship Returns

Tax Filing and Planning

Filing Proprietorship Returns

This course for professionals focuses on the self-employed business owner that is not incorporated.

Filing T3 Trust Returns

Tax Filing and Planning

Filing T3 Trust Returns

This course introduces the types of trusts that may be created in Canada and how each of them is taxed.

Incorporated Professionals

Tax Filing and Planning

Incorporated Professionals

This course will focus on personal and corporate tax planning for small to medium sized businesses, owned and operated by professionals, with a special focus on financial advisors and medical practitioners.

Insurance Strategies for Small Business

Insurance Strategies for Small Business

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 course features a comprehensive textbook by Glenn R. Stephens, LL.B. “Estate Planning with Life Insurance” together with practical case studies to bring home the benefits of new wealth planning discussions with your clients and the multi-advisory team that may be working with you in succession and estate planning.  This is an excellent course for any  tax advisors working in planning for family succession or in terminal return preparation.

Integrating Gift Planning

Obtain a deep, broad knowledge of how to apply gift planning vehicles to the objectives of various client profiles. Learn how to stay onside with ethical and legal considerations in doing so.

Introduction to Strategic Philanthropy

Learn how to tap into clients' philanthropic goals. In the process, increase opportunities to build trust by understanding clients' values and critical personal causes.

Investment Tax Strategies

Tax Filing and Planning

Investment Tax Strategies

This course covers a strategic and tax efficient investment income planning process which places capital accumulations in the right hands of individuals in the family.

Leading Teams

Tax Filing and Planning

This course will help you understand what is required to build your skills and to be prepared for continuous change as your business evolves towards expansion and maturity.

Pandemic Relief Provisions

New, Just Published!, Tax Filing and Planning

Don’t miss this important opportunity to give high-value advice to your financially-stressed clients.  This course features outstanding, detailed content on the tax and financial planning effects of an unprecedented event that will impact individuals, families and businesses alike today and in the future.

Personal Pension Planning

Business and Succession Planning, Retirement Planning

In light of the new tax rules that penalize passive investments within CCPCs, advisors must understand how pension legislation can become a power tool to deal with wealth succession, business succession and tax optimization within a corporate environment.

Planning with Trusts

Planning with Trusts

This course provides an understanding on how trusts are used to plan for the wealth and succession objectives of medium and high-worth clients.

Professional Income Tax Course - Advanced Level

Tax Filing and Planning

Professional Income Tax Course - Advanced Level

This course overviews common and advanced client profiles. Included is the dynamic and comprehensive tax research library: EverGreen Explanatory Notes.

Professional Income Tax Course - Entry Level

Tax Filing and Planning

Professional Income Tax Course - Entry Level

This course introduces the five anchor profiles upon which every personal tax return is based-credit filing, employees, families and children, investors, and seniors.

RWM™ - Real Wealth Manager Designation Program

RWM™ - Real Wealth Manager Designation Program

Lead a collaborative team of professionals and help your clients accumulate, grow, preserve and transition sustainable wealth. The RWM™ credentials signify comprehensive training in delivering holistic wealth management services.

Scaling Business Operations

Tax Filing and Planning

The focus of this course is on establishing and enhancing a company's operational framework around which client relationships can be built and retained.

Succession Planning for Owner-Managers

Succession Planning for Owner-Managers

Understand the importance of succession planning for the business and key positions within the business.

Tax Efficient Retirement Income Planning

Tax Filing and Planning

Tax Efficient Retirement Income Planning

This course allows advisors to develop a consistent process for multi-generational planning that looks at the tax-efficiency of both income and capital left for partners and beneficiaries.

Tax Planning for Corporate Owner-Managers

Tax Filing and Planning

Tax Planning for Corporate Owner-Managers

Learn to provide advice throughout the year with a view to minimizing the total amount of income taxes paid by the family.

Understanding and Managing Cost of Debt

Understanding and Managing Cost of Debt

This course is ideal for professionals in financial services looking to gain the skills needed to proactively help clients plan for and manage their financial health.

Understanding Business Valuation

Understanding Business Valuation

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.

Understanding Employment and Contract Law

Tax Filing and Planning

The course provides the background information business owners need to understand basic contractual agreements and templates for engagements with customers, sub-contractors and employees.

Understanding the Charitable Sector

This course provides foundational knowledge for navigating and assessing the charitable landscape.