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The Knowledge Bureau is proud to be Canada's leading educator serving the tax and financial services industries. We focus on the continuing education needs of those who serve their clients in a professional practice.

The Distinguished Advisor is a professional who understands the complex environment in which their clients build, preserve and leverage their wealth. To do so requires three things: sharp technical knowledge, an abundance of astute relationship management skills and an ability to manage the growth of your own practice over time. These three skills help you differentiate your services, build trust, and a reputation for excellence as a holistic, real wealth manager. Knowledge Bureau courses can help in these areas:

In the Tax Services, we invite you to earn your Distinguished Financial Advisor (DFA) Designation. Real tax advisors need to know the details of continuous tax change, using expert professional tax software and research skills. There are many ways to prepare a tax return accurately, but to get the best family tax results both now, over carry-back and carry-forward periods, and for the next generation requires a commitment to continual updating on personal, corporate and trust taxation.

In the Bookkeeping Services, those who process the financial transactions that occur day to day must be astute, well organized data managers who assist business owners, their accountants, tax specialists and financial advisors with proper information to help make business decisions and meet CRA compliance requirements. Distinguished advisors in this field need to know more than how to run accounting software: they are professionals who are front-line stewards of the resources of every firm and can assist with owner-manager compensation planning, managerial accounting and transactions specific to business transition.

We are with you every step of the way in providing training for the certified tax services specialist and the certified bookkeeping specialist.

In the Financial Services, we invite you to earn your Master Financial Advisor (MFA) Designation as an investment services specialist or a retirement and estate planning services specialist. Our courses will help you provide new services on a fee-basis as well as consolidate your services on the product side with courseware designed to assist with portfolio construction and the evaluation of risk and return.

Prefer a group setting? Supplement your knowledge with our new group study options:

*The Distinguished Advisor Conference in Monterey, November 2-5. This is your best opportunity to do your Strategic Business Planning for tax and RRSP season in a fun location with top Canadian advisors in the tax and financial services industries.

*Knowledge Bureau Education Days: These interactive one day workshops are held in Ottawa, Toronto, Calgary, Edmonton, and Vancouver. They sell out every year, so enroll early:

For program details and to enroll, simply call us toll-free anytime:
1-866-953-4769