Certificate Course

Personal Tax Filing and Planning


DFA-Tax Services Specialist™


People who work in today’s tax and financial services industries operate in a highly regulated, yet rapidly changing environment. What is essential is a coordinated approach to wealth management that systematizes financial, legal and tax advisory services.

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Tax preparation is always timely, as it is the taxpayer's legal right and duty to file a tax return for the entire family to the best benefit of the unit as a whole. From a tax and financial planner's point of view, it’s critical to know the mechanics of tax preparation as a prerequisite to tax efficient financial planning. By knowing how to plan and file taxes accurately, you could help your clients realize double-digit returns in their real wealth management plans.

What You'll Learn

This course introduces a proven process for consistently accurate T1 tax preparation services with a professional client interview and document management system, as well as a thorough understanding of tax preparation for the five anchor profiles upon which every personal tax return is based—credit filing, employees, families and children, investors, and seniors.

You will be exposed to a broad range of personal income tax topics in common scenarios, each featuring short answer and true-to-life case studies which overview 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 basic 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

An open book approach is great for learning. It helped me to go back and review the materials over again so that I could get the right answers on the quiz but it also provided a good understanding of all the material. I think this course has been very helpful and will enable me to start my first year of T1s with my company in a much more effective way.

—Bryce W, Alberta

Course Content

Part 1 | Professional Tax Preparation

Chapter 1 | Introduction to Income Taxation in Canada
Chapter 2 | Using Software to Prepare the Return
Chapter 3 | Filing the Return

Part 2 | Common Tax Profiles

Chapter 4 | Low Income and Credit Filers
Chapter 5 | Reporting Employment Income
Chapter 6 | Claiming Employment Deductions
Chapter 7 | Families and Children
Chapter 8 | Reporting Investment Income
Chapter 9 | Pensioners
Chapter 10 | New for 2018 and Beyond

Marking Guide

Case 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.

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