Programs & Courses

DFA-Personal Tax Services Specialist™

Distinguished Financial Advisor

Start or Advance a Career as a Tax Specialist

Did you know that there is a growing demand for qualified tax specialists in the financial services sector?* Tap into this profitable career path with the Tax Services Specialist program.  Learn online, at your own pace, and access the resources you need to launch a new career or advance in your existing one.

*Released by the National Occupation Classification

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Learn How You Can Save Money On Your Taxes

If you don't know tax, you may be missing out on double digit returns in your plans for real wealth management. With our Tax Basics course, you can prepare your own taxes accurately and identify new ways to save. Or, take additional certificate courses and acquire the skills you need to start a tax or bookkeeping business for individuals and small businesses.

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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.

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Click on each course title to see the detailed content description, key concepts and learning outcomes for the course.

Courses above may be substituted by one or more courses listed below. 6 completed courses are required to earn a designation.

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Phone: 1-866-953-4769
Fax: 1-204-953-4762


What Graduates Say

The DFA - Tax Services Specialist stream of courses teach not only the practical application of tax legislation and interpretation, but also what is probably the most advantageous skill set: How to Think. The courses give you the information required, but not on a platter. You need to develop the ability to think in order to apply the lessons learned in a practical manner. Alan Rowell, President The Accounting Place