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What’s New at Knowledge Bureau?
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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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Become an MFA-P™ – Master Financial Advisor in Philanthropy
In 2025, over $1 trillion in wealth is expected to transition between generations in Canada alone—much of it held by values-driven individuals seeking to leave a meaningful legacy. At the same time, 72% of Canadians say they want their advisors to discuss charitable giving as part of their financial plan, but only 13% of advisors initiate that conversation according to a report from CAGP, The Philanthropic Conversation. This represents a critical gap—and a powerful opportunity.
HAPPY LANDINGS: THE THEME OF DAC 2025
Register by June 30 to save on tuition for the Annual Acuity Conference for Distinguished Advisors, who will be exploring the theme: Happy Landings, November 23-26 in spectacular Puerto Vallarta, Mexico. This may in fact, be the most important conference you attend this year: Canada’s only multi-disciplinary gathering, appropriately in Mexico, will bring leading Canadian and international thought leaders together to ponder our New Era of Risk and Reward.
The Future is Specialized: Stand Out in a Competitive Economy
In today’s fast-changing economy, professionals in the tax, bookkeeping, and financial services sectors are facing increasing pressure to diversify their knowledge, demonstrate credibility, and add tangible value for clients navigating uncertainty. That’s where specialized credentials—particularly the Distinguished Master Advisor (DMA™) Designation offered through Knowledge Bureau—can make a meaningful difference.
Tricky Business Expenses: Don’t Fall into These Tax Traps
The June 16 tax filing deadline for self-employed proprietors is just around the corner. Be sure to do a thorough review of business expenses allowable – it’s essential to be accurate for tax purposes and keep all receipts and documentation for audit purposes. Misinterpretation or misclassification of expenses can result in either an understatement or overstatement—both of which can impact income reporting, Canada Pension Plan (CPP) contributions, and income tax obligations.
