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Explore programming online and visit the Virtual Registrar to enrol. Want to print a hard copy? Choose from the brochures below.

Online Programs & Courses


Program Guide: Fall/Winter (2020/2021)

Individual and Group Training Opportunity Brochure.

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RWM™ - Real Wealth Manager Program

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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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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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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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™- Pension & EstateServices 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™ Philanthropy Services Specialist Program

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

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Virtual Education Days


Virtual 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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Virtual DAC Acuity 2020

A new economic and financial system is emerging. We'll help you master it with confidence. Join us October 28-30, 2020 at Niagara Falls.

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Partnership Brochures


Virtual CE Summits

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Virtual DAC Acuity 2020 Partnership Brochure

Be a leader and mentor as a strategic partner of Knowledge Bureau Virtual DAC Acuity 2020. Bring your thought leadership and your inspiring speakers.

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Knowledge Gap Courses


Professional Credentialing Courses

Shed some light on your knowledge gaps... with short courses & client education tools.

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Society of Real Wealth Managers™


Society of Real Wealth Managers™

The Society of Real Wealth Managers™ is a national network of highly-trained professionals from the tax, bookkeeping, and financial services who are subject matter specialists that share common knowledge, tools, and best practices.

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