Corporate Upskill Solutions

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Offer World-Class Financial Education in Your Firm

Knowledge Bureau is your source for world-class customized financial learning. We’re a national educational institution with the experience and expertise to tailor upskill solutions to the unique needs of your employees, associates, and professionals from all disciplines who work on financial solutions with clients.

Led by Evelyn Jacks, a pioneer in educating and certifying tax-astute wealth advisors, Knowledge Bureau has partnered with some of Canada’s leading financial firms and organizations. We currently deliver hundreds of continuing professional development courses in online and in-class format to companies of various sizes across Canada.

We can help you, too, get great training results with consistently high standards.

Corporate Solutions

Consider Knowledge Bureau your firm’s path to continuing professional development. Knowledge Bureau is the only educational institution in Canada with the experience and expertise to bring world-class financial education in multiple disciplines to your organization on a turn-key basis. We will customize instructional content to your unique needs while integrating your well-known brand into a prestigious national academic program.

Partnership Solutions

Work with Knowledge Bureau to deliver a resource-smart educational plan designed to lead your team to better results. Whatever the size of your employee group, sales force or advisor channel, we’ll devise an accredited program that fits your continuing professional development needs, your budget and your schedule. Volume discounts are available.

Upskill Options

CO-BRANDED OR WHITE-LABELLED

Certificate Courses

Online CE Modules
Prestigious RWM™, MFA™, MFA-P™, and DFA-Specialist™ Designations
Over 30 Self-Study Certificate Courses
In-Depth Diploma Programs

Customized Education

Webinars & Podcasts
Regional Workshops
Road Show Presentations
Custom Technical Writing and Teaching Subscriptions Services & Calculators

Partner Experience


Partnering with Knowledge Bureau has been an outstanding success for Liberty Tax Service. As part of our partnership, we benefit from our sponsorship of the CE Summits. CES allow us to sharpen our minds with current information, which is well- presented, in-depth, and relevant to our industry. Evelyn’s team of outstanding professionals make each event interesting and the information acquired at these meetings is used by our tax professionals every day. CE Summits are also a great networking opportunity for Liberty Tax Service to learn from other professionals and make those great connections that help us to build our business.

—Erik Klumpe, Regional Director of Canada Operations, Liberty Tax Service

Partner Experience


Evelyn Jacks and her team of experts at the Knowledge Bureau have been a significant part of the success of Dynamic’s award winning Snapshots program. Snapshots is an online resource centre helping advisors provide customized and personalized advice and resources to clients at various life changing events. Evelyn and her team provided valuable in depth advisor education courses on a variety of the life events covered including Leaving a Job, Ailing Parent, Home Ownership and Disability. Their continuing education accredited courses have been taken by thousands of advisors across Canada who are interested in strengthening their relationships with clients by offering holistic advice as their clients’ lives change.

—Yasminka Marcus | Senior Manager | Education, Wholesale & Advisory, Dynamic Funds