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All Course Catalogue

Your all-in-one resource to Knowledge Bureau's 2019 curriculum and programs.

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Register for any online program on the  All Courses Registration Form

Register for any online program on the all courses registration form.

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Earn your credentials as an RWM - Real Wealth Manager

As a RWM™ specialist, you'll provide multi-generational advice and goal-based financial solutions by leading the way and ensuring your clients succeed in every lifestyle stage.

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The DFA-Tax Services Specialist™ Program

Earn your DFA-Tax Services Specialist™ Designation and expand on the role of a traditional tax professional. Offer holistic tax filing planning services to help families reduce taxes and supplement low income by taking advantage of all available credits.

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The DFA-Bookkeeping Services Specialist™ Program

Qualified professional bookkeepers with deep knowledge to help business owners stay onside with the CRA and on top of their financial statements are in high demand. Take a bold step: earn your DFA-Bookkeeping Services Specialist™ Designation.

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The MFA™ Business Services Specialist Program

Highly qualified specialists in tax compliance and planning with corporate owner-managers and incorporated professionals are in high demand. Take a bold step to a new career or business venture: earn your MFA™-Business Services Specialist Designation.

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MFA™  Retirement & Succession Services Specialist Program

Clients need professionals who can guide them to accumulate, grow, preserve and then withdraw tax-efficient retirement income throughout their lifetime and that of their survivors. Earn your MFA™-Retirement and Succession Services Specialist Designation.

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MFA™ Business Growth Specialist Program

Help business leaders to create and implement strategies, processes and plans that develop and enable business growth. Take advantage of this educational opportunity to scale up your own enterprise to its greatest potential.

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MFA-P™ Philanthropic Services Specialist

The MFA-P designation signifies special skills in providing high value legacy and philanthropic planning services.

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Mark Your Calendar for In-Class and In-Conference Learning Opportunities


Knowledge Bureau Education Days:  The CE Summits 

Join Canada’s leading experts on tax, retirement, and estate planning to discuss, interpret and strategize on the breaking developments in personal, corporate and cross border tax, supplemented with the latest news on economic, financial and technical advances by renowned experts and instructors who will ensure you are up-to-speed.

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The Business Builder Retreat

The Business Builder Retreat, designed for entrepreneurial leaders, focuses on the special skills required to meet the responsible challenges of business life, and at the same time striving for balance and good health as an individual. The educational event is suitable for business leaders, owner-managers and executives in any industry.

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The Distinguished Advisor Conference (DAC)

Focused on the knowledge and skills distinguished advisors need to collaborate in the best interest of their clients, this 3-day conference for leading tax and wealth advisors who want to build their skills in working with a multi-advisory professional team and sharpen technical and relationship management skills.

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Partnership Brochures


CE Summit Partnership Brochure

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DAC Partnership Brochure

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