As a designated specialist, provide high level advice with deep knowledge and top skills in your field. Study time is flexible—take up to 18 months to finish.
A Great Way to Start. Earn a respected Certificate of Achievement in a course of your choice and up to 30 CE/CPD Credits. Take up to three months.
It matters not what your job description or career path is: there is now a new and more onerous CRA audit effort and audit-proofing your claims and documentation requirements is a critical component of overall wealth management. Yet so many Canadians are unprepared and ill-equipped to explain their financial transactions and keep proper books.
Knowing how to enter data in a personal finance or accounting software program is simply not enough.
Who Should Take It? Especially in light of family business tax changes; and new technology advancements at CRA, a financial intermediary who can integrate advice on all aspects of a financial transaction – from banking to tax reporting - will be well positioned to help both new market entrants and older clients with tax problems it’s high value advice that crosses all demographics.
Custom-Design Your Own Flexible Study Plan
Complete six certificate courses:
Get started on your Diploma or Designation Program with your first certificate course. Hone your practical skills and fill knowledge gaps in your industry knowledge. Shore up your professional development with a single certificate course from the list above. It’s a great way to fulfill professional development requirements and start on your pathway towards a diploma or designation. Every online course provides up to 30 CE/CPD credit hours.
“it is excellent at helping beginners understand the basics of bookkeeping, and be able to practice hands-on with Quickbooks and Sage.”
- Wendy Hartmann, DFA™-Bookkeeping Services Specialist, Undergraduate
Please read the Standards of Conduct. Designates of Knowledge Bureau require 15 CE/CPD credits before year end to re-license their registered marks for the next calendar year.
Please contact us to stay onside with your re-licensing requirements and to receive your VIP designate rates on your tuition fees.
Every course you take with Knowledge Bureau counts on your academic pathway. Qualify for tuition rebates by taking a certificate course, diploma program or designation program.
Complement your online education with CE Summits. Held in November, January and May, these one-day, instructor-led workshops offer peer-to-peer learning experiences to students who prefer studying in groups.
Annual three-day Distinguished Advisor Conferences focus on finding solutions for the challenges faced by businesses in a global marketplace.
Tap into a comprehensive, centralized clearinghouse of trusted information, including great books, Knowledge Bureau Report, online calculators and research libraries.