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Founded in 2003 Knowledge Bureau™ is a widely respected, financial education institute and publisher which has welcomed thousands of students from the various financial services to its online and in-class programs.

Our mission is to raise standards of service by focusing on the evolving knowledge and skills required by professionals to manage their client’s wealth with tax efficiency. We do that by providing competency-based training leading to a variety of credentials: certification, diplomas and designations. Proficiency in personal, corporate, trust, business, strategic giving and estate planning are amongst the areas of specialization available. Our designates are re-licensed annually based on meeting requirements for continuing education and adhere to professional Standards of Conduct.

Founded by tax expert, award-winning financial educator and best-selling author, Evelyn Jacks in 2003, our world-class education solutions provide customization opportunities for groups and a wide variety of financial intermediaries in a multi-disciplinary framework. Knowledge Bureau is recognized by the CRA and Human Resources and Skills Development Canada. Tuition fees are tax deductible if over $100.

Professionals may also choose Knowledge Bureau to attain ongoing CE/CPD Credits, train staff or advance professional careers by demonstrating new skills in seven specialized fields. This includes the MFA™ (Master Financial Advisor) Designations, the MFA-P™ Philanthropy Designation, the Distinguished Financial Advisor™ Designations and the RWM™ (Real Wealth Manager) Designation.

Knowledge Bureau By the Numbers

Since 2003, Knowledge Bureau has developed and delivered a world-class financial education to a growing number of professionals in the tax and financial services industry.

Over 720,000 Online course module registrations leading to CE/CPD credit

Over 16,500 Knowledge Bureau Report (KBR) subscribers

Over 20,600 Technical training certificates issued

Over 10,000 Active certificate course students in diploma and designation programs

Over 1,700 DFA™ and MFA™ and RWM Designation program students

Over 12,000 CE Summits & Distinguished Advisor Conference attendees

Anytime, Anywhere Learning

Wherever you are in the world, your pathway to specialization is available in real time. Choose from an array of immediately accessible online courses or take a blended learning approach that includes instructor-led workshops and conferences to supplement your virtual studies.

Your studies will lead to professional credentials—the prestigious RWM™, MFA™, MFA-P™ or DFA-Tax or Bookkeeping Services Specialist designations. Or choose a certificate or diploma to enhance your occupation’s credentials or need for ongoing CE/CPD credits.

A Knowledge Bureau education is ideal for training new or returning staff, too.

What We Offer


Every course taken with Knowledge Bureau engages the student in an academic pathway towards prestigious credentials including CE/CPD credits, certificates of achievement, diplomas and designations. We offer training for individuals or for enterprises—large or small.

  • Post-secondary education for individuals
  • Prestigious designations: DFA™-Tax or Bookkeeping Services Specialists, MFA™, MFA-P™ and RWM™
  • Industry recognized diploma and certificate courses
  • Workforce training solutions for large & small enterprises • Private-labelled or co-branded course modules
  • Custom-designed in-class or workshop programs
  • Keynote speakers and instructors

Student Experience

The stream of courses teaches not only the practical application of tax legislation and interpretation but also the most advantageous skill set— how to think. The courses give you the information required, but not on a platter. You need to develop the ability to think in order to apply the lessons learned in a practical manner.

—Alan Rowell, RWM™, MFA™, DFA-Tax Services Specialist, Ontario

Knowledge Bureau is in the forefront of the industry… it is a game changer,” says Stefanie Keller, CFP®, RWM™ and CEO of Stellar Wealth and Tax Solutions in Winnipeg.

—Stefanie Keller, CFP®, RWM™