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We hope that you have taken the time to explore Knowledge Bureau programs thoroughly. Want to print a hard copy? Choose from the brochures below.

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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™ Philanthropy Services Specialist

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

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MFA-P™ Program Guide

The MFA-P designation signifies special skills in providing high value legacy and philanthropic planning services. This guide presents lesson plans for the entire program.

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Knowledge Bureau Education Days: In-Class and In-Conference Events


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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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


CE Summit Partnership Brochure

Be a leader and mentor as a strategic partner of Knowledge Bureau CE Summits. Three events across Canada in 14 cities.

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DAC Acuity 2020 Partnership Brochure

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

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