Happy Spring: Check Out Knowledge Bureau’s New Programs & Website!

Knowledge Bureau’s Spring 2026 Course Catalogue, Tuition Guides, New Distinguished Graduate Awards are here!  As we proudly unveil our new revamped website, the nine Knowledge Benefits we’ll share here today are designed just for you, your team, your time and your budget!  It’s our mission to help you make a great educational decision for the period April 1 to March 31, 2027!

Check out the amped-up VIP affinity and recommend-a-friend programs for reduced tuition fees and time-limited offers.    Expand your access to a national network of peers holding FDFS™, RWM™, MFA-P™, MFA™ and DMA-Specialist™ designations, and those working towards them in the new Society of Distinguished Designates.   We are excited to offer sleek new ways to help yourself and your team  to world class financial education – available 24/7 - highlights below: 

1. Official Transcript Report. Knowledge Bureau reports on your academic progress quarterly in April, July, October and January, so you can verify your CE/CPD credentials and Chart Your Financial Career Pathway.
2. Designate Re-licencing.   Be sure you are onside with your required CE Credits (15 per year) to meet your Professional Standards of Conduct.  Do so by June 30.  Don’t have enough?  Lots of options available: 
   • Verifiable Credits:  Enrol in the May 27 CE Summit, a CE Master Micro-course collection
   • Non-verifiable Credits:  Stay up to date with comprehensive personal, corporate and GST changes by renew your subscription to EverGreen Explanatory Notes
   • Teach, Write or Mentor Students:  Earn your FDFS™ credentials, too! 
3.  VIP Graduate Affinity Program Status.  This special status is granted annually for the year July 1 to June 30 when you graduate with a certificate from full or micro-credential courses, CE Summits or the Acuity conference for Distinguished advisors (DAC) or become a designate.  Aside from time limited offers (now to June 15), VIPs Grads take an additional $100 off; VIP Designates take $200 off on most programs. 
4. New Tuition Guides incorporate your VIP Grad Status.  Check this in the new Spring 2026 Course Catalogue (available online and printable pdf format). There are lots of new updated courses and programs to choose from.
5. NewRecommend-a-Friend Program:  Earn $50 tuition reductions on your next course when your referred friend or associate registers in any Knowledge Bureau program.  
6. New Workplace Training Opportunities:  Train your whole team by customizing your course selections to the required role. Take advantage of team member and group rates.
7. New! The Society of Distinguished Designates.  All designates and undergrads working towards a designation are invited to special events in May, August, November and February.   Meet fellow RWM, MFA-P, DMA-Specialists and Fellows of Distinguished Financial Services (FDFS)!
8. New! The 2026 Distinguished Graduate Awards Ceremony at the Acuity Conference for Distinguished Advisors (DAC) in Victoria, B.C., November 22 to 24.  Join us!  New graduates and designates who complete their programs by August 31 are invited at reduced graduate rates!  
9. Nominate a Deserving Distinguished Graduate (including yourself).  Here are the awards categories – Send reasons why it’s you or your firm to awards@knowledgebureau.com:
   • Top Student:  Marks over 90% (it’s a great competition – are  you in contention?)
   • Favorite Instructor:  You know who you are!   Let us know why!
   • Top DAC Alumni:  Who has come to the most DACs? Earn a spot on the Distinguished Designates Panel.
   • Mover and Shaker:  Are you the advisor who is making a difference in your field with a holistic approach to tax efficient wealth management?
   • Marquis Firm:The firm that has been most committed to educational excellence within their industry by enrolling in the most courses within Knowledge Bureau education programs
   • Top Industry Disruptor:  The firm that has changed their operating model in the most impactful way to scale their multi-disciplinary practice
   • Firm of the Future:The firm that has most sustainably adopted the RWM™ program in their practice model
   • Advisor of the Future:  The individual who epitomizes the adoption of a new model to best serve the needs of multi-generation families through their commitment to  educational achievement and high standards of conduct.
   • Lifetime Achievement Award:The individual who has throughout their career been most influential in advancing their knowledge, skills, contacts and experience for high impact.

Join us for the most exciting 2026-2027 academic year!  Don’t forget to register for your next great educational event with Knowledge Bureau:  The May 27 CE Summit focused on Tax Efficient Retirement and Estate Planning.  

Register Now!