Introducing New Mastery Programs: Designed for Leaders, Built for Change

As the pace of change accelerates across tax, finance, and wealth management, it’s never been more important for professionals to stay ahead with meaningful, flexible, and forward-thinking continuing education. That’s why Knowledge Bureau is proud to introduce the Mastery Programs Division — a new curriculum stream that delivers both depth and specialization for practitioners ready to lead with purpose. Whether you are earning CE/CPD credits, looking to customize your learning journey, or aiming to achieve designation-level expertise, the Mastery Programs Division offers powerful options tailored to your goals.

Two Distinct Pathways to Mastery

Knowledge Bureau’s Mastery Division is built around two advanced learning tracks:

1. CE Master Micro-Credential: Flexible, Customizable CE That Fits Your Practice

The CE Master Micro-Credential is ideal for professionals who want high-quality, focused content with the flexibility to learn on their own schedule. You’ll earn CE/CPD credits with short-format courses that still offer substantial and relevant insight across tax, business, and wealth domains.

Available collections include:

• Know Your Client
• Financial Literacy
• Tax Compliance
• Business Management
• Wealth Management

Each collection contains 5 one-hour micro courses, and upon completion, you’ll earn 5 CE/CPD credits from Knowledge Bureau and recognized third-party accreditors such as CIRO. These collections are affordably priced and easy to integrate into your annual CE planning.

2. Leadership Designations: RWM™ and MFA-P™

Professionals ready to take a more strategic advisory role can pursue designation-level mastery through one of two advanced programs:

• RWM™ – Real Wealth Manager
  This comprehensive, 18-module program helps professionals support multi-generational wealth across the four key stages: growth, accumulation, preservation, and transition. Delivered entirely online, the program explores holistic planning in a multi-advisory, family-office framework, with a strong focus on mitigating the key wealth eroders: taxes, inflation, and fees.
• MFA-P™ – Master Financial Advisor in Philanthropy
  Designed for advisors looking to lead in charitable giving and legacy conversations, the MFA-P™ includes three in-depth courses:
  • Introduction to Strategic Philanthropy
  • Understanding the Charitable Sector
  • Integrating Gifting with Client-Centric Planning
    This program prepares advisors to provide planning advice that spans from donor-advised funds to complex trust and foundation structures.

Designed to Fit Your Life and Career

All Mastery Programs are delivered fully online, accessible 24/7, and supported by instructor-led learning, interactive tools, and Canada’s leading tax and financial research platform, EverGreen Explanatory Notes.

Students can begin anytime, and personalized support is available to help you choose the right path. Knowledge Bureau also offers a free trial and money-back guarantee, so you can explore the program risk-free before committing.

Take the Next Step Toward Mastery

Whether you’re looking to meet CE/CPD compliance requirements or position yourself as a trusted, forward-thinking advisor, Knowledge Bureau’s new Mastery Programs Division offers education designed to match your ambition.

To learn more or to enrol, visit www.knowledgebureau.com or contact our Educational Consultants at 1-866-953-4769.