Welcome to New Chapter in Your KB Educational Journey!

Welcome to a bold new chapter in your educational journey: Knowledge Bureau’s enhanced digital platform and refreshed 2025–2026 Curriculum. Designed to meet the needs of today’s tax, accounting, and financial professionals, this new learning experience introduces Four Distinct Pathways to Upskilling—from entry-level learning to elite industry designations. Whether you're a first-time student, an experienced advisor, or a graduate ready for your next credential, you'll find the flexibility and depth you need to succeed. Check out upcoming registration dates, including July 31 and September 15 for tuition offers, and the online Course Catalogue; some highlights appear, below:

The Four Pathways to Upskilling 

Pathway 1 – Specialized Credentials: Build Deep Technical Expertise

Earn your DMA Specialist Designation with comprehensive online courses in one of four high-demand professional tracks:

• Personal Income Tax Services
• Corporate Tax Services
• Accounting Services
• Small Business Management Services
• Register here:

Pathway 2 – Professional Development: Skill Enhancement for All Levels

Flexible and accessible training designed to build practical competence and confidence:

• Income Tax Fundamentals Certificate – A strong start for new professionals.
• Professional Practitioner Diploma – Two-course vocational training in tax and business.
• Senior Advisory Diploma – Build CE proficiency through CE Summits and online learning.
• Register here:

Pathway 3 – Mastery Programs: Advance to Leadership

For experienced professionals aiming to deepen their credentials and broaden their impact:

• CE Master Credential – Choose 15 micro-courses to earn CE/CPD credits on your schedule.
• RWM™ Designation – Lead the strategy behind intergenerational family wealth planning.
• MFA-P™ Designation – Build community impact through philanthropic service and planning.
• Register here:

Pathway 4 – Knowledge Bureau News Network (KBN): Stay Informed and Connected

Stay sharp and earn monthly CE credits through our interactive, news-driven network:

• KBR – Knowledge Bureau Report – Weekly analysis of emerging tax and financial news.
• RTN – Real Tax News Podcast – Timely insights with Evelyn Jacks.
• KBN Quiz – Test your knowledge monthly and earn 1 CE credit.

Connect to bonus opportunities like:

• The Acuity Conference for Distinguished Advisors
• Society of Real Wealth Managers (RWM™)
• VIP Affinity Program
• Fellows of Distinguished Financial Services (FDFS™)
• Register here:

Take Your Next Step

Visit the new site, explore your pathway, and commit to lifelong learning with tuition incentives that reward your next credential.

The future of your world class professional financial education is here—start your journey to new career successes with Knowledge Bureau today!

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