We are proud to share new courses offerings as we continuously develop cutting edge and immediately implementable courses for our busy students. That’s what makes a Knowledge Bureau education so relevant and unique. Need something specific that you don’t see here? Please let us know about it.
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As the pace of change accelerates across tax, finance, and wealth management, it’s never been more important for professionals to stay ahead with meaningful, flexible, and forward-thinking continuing education. That’s why Knowledge Bureau is proud to introduce the Mastery Programs Division — a new curriculum stream that delivers both depth and specialization for practitioners ready to lead with purpose. Whether you are earning CE/CPD credits, looking to customize your learning journey, or aiming to achieve designation-level expertise, the Mastery Programs Division offers powerful options tailored to your goals.
As a proud Knowledge Bureau Designate, you've earned more than a credential—you’ve earned trust, credibility, and the distinction of being part of a nationally recognized network of leading professionals. To maintain your active status and continue enjoying the full benefits of your designation, it’s important to complete your annual re-licensing requirements by June 30. Not a Designate? Join this growing group of professional advisors in the tax, accounting and financial services. Learn more about the VIP Grad experience too!
Business owners are facing unprecedented uncertainty as they approach retirement. Whether it’s fluctuating business valuations, changing tax policy, or succession challenges, today’s entrepreneurs need specialized, forward-thinking advice to navigate their financial future. That’s why the “Retirement Income Planning for Small Business Owners” session—delivered by Doug Nelson as part of the CE Savvy Summit on May 21, 2025—remains a critical learning opportunity for tax and financial advisors working with entrepreneurial clients. Missed the live event? Now it’s available on-demand! This session provides full access to the recordings, materials, and CE assessments — making it easier than ever to earn credits and sharpen your advisory edge at your own pace.
As Canada’s head office economy continues to contract, the responsibility for economic growth, innovation, and leadership is increasingly falling to small- and mid-sized businesses. This shift presents both a challenge and an opportunity. And, it’s exactly why the DMA – Small Business Services Specialist Program should be a critical part of your professional development library. Designed to equip professionals with the tools to support sustainable business growth and succession, this online designation program prepares you to develop leadership skills from the ground up as Corporate Canada is experiencing a disturbing trend. Here’s more: