Certificate Course

Advanced Tax Filing and Planning


DFA-Tax Services Specialist™


Fully updated to the latest budget, this comprehensive course covers the details behind the deductions, tax credits, and tax calculations on the personal tax return, with an emphasis on capital gains and losses, and registered and non-registered investment income sources. The course outlines common and advanced client profiles while sending students to the dynamic commentary in the Knowledge Bureau’s EverGreen Explanatory Notes.

Students may use their own tax preparation software to complete the course. For those without tax preparation software, student versions of leading software are provided.

Enrol Now


Professional tax practitioners are those who have excellent investigative skills and refined research skills. You will become successful at both and also be equipped with leading-edge tools to do so.

This comprehensive self-study course features case studies that require research exercises using EverGreen Explanatory Notes focusing in on the details behind employment deductions, investment income reporting, capital acquisitions and dispositions, including real property and real-life applications and variations.

What You'll Learn

You will be exposed to a broad range of personal income tax topics in common and advanced scenarios, each featuring short answer and true-to-life case studies which provide an overview of the basic elements of the tax return and the details behind claiming income, deductions and tax credits on most lines of the personal tax return.

You’ll be able to competently prepare most personal tax returns.

What’s Included

• Personal course selection consultation
• Virtual campus orientation
• Lesson and study plans
• Personal instructor email support
• Comprehensive Knowledge Journal
• EverGreen Online Research Library
• Knowledge Bureau calculators
• Testing and certification
• CE/CPD accreditation

Student Experience

I loved the course setup. I could work at my own pace and I could print off the assignments. This course, unlike CGA courses, did not treat me like a child by expecting an assignment each week. This course just gave me a deadline for completion and allowed me to work as quickly or as slowly as I deemed necessary.

—Robert J. S., Manitoba

Course Content

Chapter 1 | Update and Review
Chapter 2 | Family Filing
Chapter 3 | Employees (Part 1)
Chapter 4 | Employees (Part 2)
Chapter 5 | Retirement
Chapter 6 | Investors
Chapter 7 | Asset Management
Chapter 8 | Life Events
Chapter 9 | Business Starts and Stops
Chapter 10 | Death and Estate Planning

Marking Guide

Cae Studies
Final Exam
Passing Grade
Honours Achievement

All students who pass the course will receive a certificate. Students who receive a mark of 90% or better will receive a gold honours bar on their certificates.

CE | CPD Credits

Knowledge Bureau | 30 CPE credits

Most regulators and associations accept Knowledge Bureau certificate courses for continuing education credits.

Enrol Now