Founded by tax expert, award-winning financial educator and best-selling author, Evelyn Jacks in 2003, Knowledge Bureau is a widely respected financial education institute and publisher based in Canada. Our world-class education solutions are innovative, informative, and in-depth, with a multi-disciplinary approach to professional development in the tax, accounting, bookkeeping and financial services.

Knowledge Bureau™ has welcomed tens of thousands of students to its online and in-class programs.

It also provides customized education solutions for national and international organizations. Knowledge Bureau is recognized by the Employment and Social Development Canada. Tuition fees are tax deductible if over $100.

Our mission is to raise standards in the work financial intermediaries do by focusing on the evolving knowledge and skills required to manage their client’s income and wealth with tax efficiency. We

do that by providing competency-based training leading to a variety of credentials in the area of personal, corporate, trust taxation, and investment, business, retirement, strategic giving and estate planning.

Our graduates in 7 designation programs adhere to professional Standards of Conduct and are re-licensed annually based on meeting requirements for continuing education. Choose Knowledge Bureau to attain ongoing CE/CPD Credits, train staff or advance your career in the tax, bookkeeping or financial services.

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 1,110,000 Online course module registrations leading to CE/CPD credit

Over 17,700 Knowledge Bureau Report (KBR) subscribers

Over 23,100 Technical training certificates issued

Over 11,100 Active certificate course students in diploma and designation programs

Over 1,800 DFA-Specialist™ and MFA™ and RWM™ Designation program students

Over 14,100 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 Accounting Services Specialist™ designations. Or choose a certificate or diploma program to enhance your vocational credentials or need for ongoing CE/CPD credits.

A Knowledge Bureau education is ideal for training new or returning staff in your workplace, 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: DMA™-Tax or Accounting Services Specialists, 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™