Programs & Courses

Andre Yong Tit Kow

DFA - Tax Services Specialist
"In an ever changing financial environment, our distinct knowledge in taxes as Distinguished Financial Advisors puts us in a special place among the crowd."

 

Linda Richards

DFA - Bookkeeping Services Specialist
"I believe that providing financial services for someone is a very trusted role and I honour that the best I can with each client."
 

Rick Tomalty CFP, CLU, CH.F.C., CHS, MFA

MFA-Succession & Estate Planning Specialist
"The training & insights have vastly expanded the level of services I now confidently provide.  The Knowledge Bureau’s toolbox simplifies the complex, allowing deeper, more meaningful conversations with clients."

 

Dan Allen CFP, MFA, EPC

MFA - Retirement Income Specialist
"Through my Master Financial Advisor accreditation, I've brough another level of expertise in tax efficient retirement income planning to my clients."

 

Audrey Beck, MFA

MFA - Business Services Specialist
"The courses offered through Knowledge Bureau are an excellent means to enhancing my business in the Financial Planning of my clients in their business and personal needs."

Designation Programs

Choose Canada's Leading Designation Programs in Tax and Wealth Advisory Services

Best practices are taught throughout the program to ensure the family’s whole financial picture follows a coordinated plan in collaboration with other professional financial advisors including tax practitioners, bookkeepers, accountants, lawyers and financial advisors with expertise with a broad selection of investment products.   This program, therefore, enables the building of a multi-generational practice that tracks the whole client experience that is compliant with professional standards and regulation.

Pre-requisites:  Designed as continued professional development for people with the following qualifications:

  • Grade 12 or equivalent level education and
  • existing employment or entrepreneurship within the tax, accounting, bookkeeping or financial services or
  • existing designation, certification, or license in the industry sector and/or
  • at least three years’ experience in the industry sector for entry to the designation program

Distinguished Financial Advisor - Specialist:

Featuring course development and direction by Canada’s most trusted tax and financial educator, Evelyn Jacks and a team of outstanding tax professionals with decades of experience in teaching tens of thousands of tax professionals. Select from a variety of interesting certificate courses to complete your 6-course program. Each course takes approximately 30 hours to complete and your study plan can be completely custom-designed to meet your schedule. Do all 6 in the summer months, or space out your studies to do 3 courses a year.

Tax Services Specialist

Become certified in preparing personal and corporate tax returns at a high professional standard using a case study approach and professional tax software. Then get your foot in the door with a great new job in the tax accounting industry, or build your own professional practice to do a broad spectrum of personal and corporate tax returns for individuals and families. All it takes is 6 in-depth courses to earn your DFA-Tax Services Specialist™ Designation, all taken online in the comfort and convenience of your own home or office.

 

Bookkeeping Services Specialist

Add certified bookkeeping skills to your unique value proposition and offer a much-needed year round service to the lucrative small business market. Earn the DFA-Bookkeeping Services Specialist™ Designation. This prestigious designation signifies an advanced mastery of bookkeeping for small business, payroll, managerial accounting, transition and succession planning for owner-managers in a variety of business ventures.

 

Master Financial Advisor:

This course of study, consisting of 6 courses, leads to an MFA™ (Master Financial Advisor) designation and is intended for financial professionals who may already have an existing designation or license, and are looking for a way to expand their practice with targeted training in topics important to client servicing and retention today: tax efficiency, investment planning and the lifecycle of Real Wealth Management – encompassing a holistic view of the client’s need for accumulation, growth, preservation and transition of wealth over time. Distinguished Financial Advisor or other designation are required for entry to this program.

Succession and Estate Planning Specialist

The financial crisis has caused a crisis of another kind for financial advisors: a loss of trust and credibility by millions of clients who are now looking for more qualified people to manage their succession and estate planning decisions. Differentiate yourself as the designated succession and estate planning specialist in your community and become a valuable resource to your clients as they develop succession plans for their businesses.

 

Retirement Income Specialist

Investment advisors who wish to meet the demand for tax-efficient income and effective wealth management as their clients transition from accumulation to spending, for wants and needs in retirement, will welcome the opportunity to study this leading-edge program. It is designed to provide structure and process for developing and monitoring tax-efficient retirement income plans featuring robust planning software.

 

Business Services Specialist

Master Financial Advisors understand family-owned enterprises throughout the lifecycle of the business—from start-up, to mid-term growth through to a successful transition to the next business owner. That insight requires a firm understanding of the financial statements and the T1 and T2 tax returns—a critical skill if you want to be precise about insurance and investment needs. This program is designed for the advisor who wants to build a reputation for excellence with small to medium sized firms by sharpening valuation, transition and tax knowledge.