Online Tax Courses
DMA™ Personal Tax Services Specialist Designation Program

Enrol Now Start My Free Trial PDF Brochure

More Info



Sorry, something went wrong. Please try again.


Thanks for connecting!

Feel free to reach out to us at
1-866-953-4769 for more information.

Download a complimentary copy of our All Course Tuition Guide

Subscribe to our weekly Knowledge Bureau Report

Personal Income Tax Courses for Individuals and Businesses

Your Pathway to the
DMA™ - Personal Tax Services Specialist Designation

EARN YOUR DESIGNATION
Take six courses

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.

EARN A CERTIFICATE
Take one course at a time

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 3 months to complete your studies.

Design Your Study Path

Take 6 Courses to Earn Your Designation

Differentiate Yourself as a Specialist


With these three comprehensive courses you will be able to prepare tax returns for a broad profile of individual filers. You will have the knowledge and skills to confidently conduct interviews, use professional tax software and review results with clients.

Click on the course titles to see specific course cirriculum.


Professional Income Tax Course - Entry Level

This course introduces the five anchor profiles upon which every personal tax return is based-credit filing, employees, families and children, investors, and seniors.


Professional Income Tax Course - Advanced Level

This course overviews common and advanced client profiles. Included is the dynamic and comprehensive tax research library: EverGreen Explanatory Notes.


Investment Tax Strategies

This course covers a strategic and tax efficient investment income planning process which places capital accumulations in the right hands of individuals in the family.


With your specialization in personal taxation, you’ll provide sound advice and prepare a broad range of returns—from simple to complex—and then help families accumulate, grow, preserve and transition wealth with tax-efficiency.


Filing Proprietorship Returns

This course for professionals focused on the self-employed business owner that is not incorporated.


Filing Final Returns at Death

This course deals comprehensively with the taxation of individual’s final tax returns and the new relationship executors have in responsibilities with the CRA.


Filing T3 Trust Returns

This course introduces the types of trusts that may be created in Canada and how each of them is taxed.


Preferred Tuition Rates for Designates and Graduates

(Your tuition rates will be calculated during registration)


Accreditation

Most organizations recognize courses provided by Knowledge Bureau, awarding 1 CE/CPD per hour of studies. If submitting to any professional body, review their standards for continuing education prior to submission. All education provided by Knowledge Bureau is recognized for Knowledge Bureau Designation requirements.

DMA™ Designation Program: 180 CE credits with Knowledge Bureau​

“The content in each course at the Knowledge Bureau was superior to most courses I have taken at other institutions. Navigating the courses was easy and the online instruction, readings and exercises were geared towards real life, which made things easier to understand.”

Melanie Adams
DFA - Tax Services Specialist™
MFA™ - Business Services Specialist

Your Tuition Includes
These All-Inclusive Resources

• Personal course selection consultation
• Virtual campus orientation
• Lesson and study plans
• Personal instructor email support
• Comprehensive Knowledge Journal
• EverGreen Online Research Library
• Knowledge Bureau calculators
• Testing and certification
• CE/CPD accreditation
• Examination, certification and designation

Learn Your Way

Online 24/7

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.

In-Class

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.

In-Conference

Annual three-day Distinguished Advisor Conferences focus on finding solutions for the challenges faced by businesses in a global marketplace.

Knowledge Base

Tap into a comprehensive, centralized clearinghouse of trusted information, including great books, Knowledge Bureau Report, online calculators and research libraries.