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If you are looking to improve your financial knowledge, professional credentials, or entry into entrepreneurship, take the first step now.

Sample the first chapter of any online course, the Knowledge Bureau Calculators, EverGreen Explanatory Notes or Knowledge Bureau Report (KBR). It’s easy and it’s free!

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A free, no-risk trial is a great way to satisfy your curiosity about a world-class financial education with Knowledge Bureau, and gain confidence about making a wise educational decision.

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Start Your Pathway to New Credentials or Professional Development Online Today!

Choose from a great selection of certificate courses, listed below, to improve your technical skills. Click on the title to learn more about the benefits, the features, and the content in each.

With each course you take, you are on a pathway towards a diploma or a designation—every hour counts. Best of all, you can do it all at your own pace, in the comfort and convenience of home or office. It’s anytime, anywhere learning that’s fun and packed full of case studies, too.

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Technical Skills Mastery Courses

DFA-Tax Services Specialist™

Become a specialist in filing a broad range of personal tax returns

Income Tax Filing Fundamentals
Personal Tax Filing and Planning
Advanced Tax Filing and Planning
Tax Accounting for Proprietorships
Tax Accounting on Death of a Taxpayer
Fundamentals of Filing Trust Returns

MFA™-Business Services Specialist

Specialize in corporate tax filing and planning

Advising Family Businesses
Corporate Income Tax Fundamentals
Tax Planning for Incorporated Professionals
Tax Planning for Corporate Owner/Managers
Business Valuation for Advisors
Cross Border Taxation

 

DFA-Bookkeeping Services Specialist™

Provide professional bookkeeping services across typical business cycles

Bookkeeping for Small Businesses
Advanced Payroll for Small Business
Debt and Cash Flow Management
Managerial Accounting and Budgeting
Accounting for Multiple Business Profiles
Accounting for Business Growth and Transition

MFA™-Retirement Services Specialist

Specialize in providing tax-efficient retirement income and succession planning services

Debt and Cash Flow Management
Tax Strategies for Investors
Tax Efficient Retirement Income Planning
Portfolio Risk Management in Retirement
Fundamentals of Succession Planning
Planning with Trusts
Business Skills Mastery Courses

RWM™-Real Wealth Manager Program

The Pre-Eminent standard in holistic wealth management services

Elements of Real Wealth Management

MFA™-Executive Business Builder Program

Bring high value advice to impactful investment and estate planning

Business Leadership, Culture and Continuity
Strategic Business Planning
Operational Foundations to Support Business Growth
Business Law & Contracts
Marketing Mastery for Business Builders
Executive Business Builder Retreat
Tools & Resources

Knowledge Bureau Report

It's a must-have: we interpret and decipher breaking tax and financial news every week with special reports and white papers on special events like Federal Budget Day. You will be invited with any free trial.

Knowledge Bureau Calculators

Your immediately implementable client relationship toolkit. Provides answers to client questions about tax-efficient investing.

Toolkit of 15 calculators

EverGreen Explanatory Notes

Your real-time online tax research library, available free with every certificate course, or by subscription. Take the straight line to success in finding answers to your tax questions - it's authoritative and invaluable in defending tax audits.

EverGreen Explanatory notes