Last updated: January 13 2014

2014 Knowledge Bureau Educational Calendar

Start your educational path towards designation today and earn your MFA™ or Distinguished Financial Advisor™ designation by the end of 2014!

“Maintaining my designation ensures I stay current and connected and better able to advise my clients to the ever changing world of taxation. It has helped me work with them to keep as much of their hard earned dollars in their pocket while remaining compliant.”
– Phyllis Mikolajek, MFA and DFA-Tax Services Specialist

“The training and insights gained through completing the MFA program has vastly expanded the level of services that I am now confidently able to provide.  The Knowledge Bureau’s toolbox simplifies the complex, allowing deeper, more meaningful conversations with clients.”
– Rick Tomalty, MFA

Your Path to Professional Designation

JANUARY

In-Class and Blended Learning:
Personal Tax Bootcamp
 

Jan 17 - Winnipeg
Jan 20 - Toronto
Jan 21 - Calgary
Jan 22 - Vancouver

Start Your Designation In-Class:
Earn up to 30 CE/CPD credits. Continue online with the
T1 Professional Tax Preparation - Intermediate  certificate course.

SPRING ONLINE
Self-Study

February 15 -
May 15

Start Your Program Online: Enrol in your MFA™ or Distinguished Financial Advisor™ program – Each certificate course takes 3 months to complete.

MAY

In-Class and Blended Learning:
Audit Defence Bootcamp

May 21 - Winnipeg
May 22 - Calgary
May 23 - Vancouver
May 26 - Toronto

Earn Your 2nd Course Towards Designation:
Continue online with the Elements of Real Wealth
Managemen
t
certificate course.

SUMMER ONLINE
Self-Study

June 15 -
September 15

Complete Your 3rd Course and Earn Your Diploma: You’re at the half-way mark to completing your designation! Mark your achievement with a diploma.

SEPTEMBER

In-Class and Blended Learning:
Retirement and Succession
Planning Bootcamp

Sept 17 - Winnipeg
Sept 18 - Calgary
Sept 19 - Vancouver
Sept 22 - Toronto

Earn Your 4th Course Towards Designation:
Continue online with the Final Returns on Death of a
Taxpayer
certificate course.

FALL ONLINE
Self-Study

October 15 -
January 15

Finish your 5th Course Towards Designation:
Your enriched knowledge and skills will help you grow your practice and increase professional referrals.

NOVEMBER

In-Class and Blended Learning:
Corporate Tax Bootcamp

Nov 3 - Winnipeg
Nov 4 - Toronto
Nov 5 - Vancouver
Nov 6 - Calgary

Become an MFA™ or Distinguished Financial Advisor™!
Complete your designation and differentiate yourself as a leading professional advisor. Continue online with the T2 Corporate Tax Preparation and Planning certificate course.

 

For a free personal educational consultation, call toll-free at 1-866-953-4769 or registrar@knowledgebureau.com. See course curriculum details here.