More Info

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Please check your email for our response and special incentives. Feel free to reach out to us at 1-866-953-4769 for more information.

Registration & Tuition

Earn a Designation Take Six Online Courses
(complete in 18 months)
Tuition Fees: $4,770
Early Registration: 25% off
Net Fees Before Taxes: $3,570
Enrol Now
Earn a Diploma Take Three Online Courses
(complete in 9 months)
Tuition Fees: $2,385
Early Registration: 12% off
Net Fees Before Taxes: $2,085
Enrol Now
Earn a Certificate Take One Online Course
(complete in 3 months)
Tuition Fees: $795
Net Fees Before Taxes: $795
Enrol Now

How to Register

By phone: call toll-free, 1-866-953-4769 for personalized assistance with your application.

By email: download the appropriate registration form below, scan and email to

By Website: choose from options above.

Returning students: log in to Your Virtual Campus for additional tuition savings.

Tuition Fees*

Students will qualify for lower tuition fees when they commit to completing a diploma (three courses) or designation (six courses). All courses taken accumulate towards a diploma and designation credits. In some cases, equivalencies are accepted as an exemption for up to 60 hours (participation in CE Summits or Conference, for example, or certification in other professional programs with similar content taken in the current year).

*prices subject to change without notice.

Self-study students may begin their program at any time, all year long, and enrol risk-free with our Money Back Guarantee. We offer a free trial for the first chapter in your first courses which allows you to determine whether the program is right for you. After this, you are considered to have enrolled in the program and there are no refunds, except in the case of severe hardship.

Students of Knowledge Bureau must complete each 30-hour certificate course within a 3 month study period. Extensions may be requested, but an extension fee applies.

Why study with Knowledge Bureau?
Here’s what students say:

Our training focuses on developing skill sets that are directly applicable to day to day work. Content is current and practical work is case-study based, with true-to-life scenarios, challenging even for seasoned staff.

MFA™—Retirement and Succession Services Specialist

I learned there is a big difference between understanding the theory behind how tax planning works, and the actual implementation of that information into a tax return. I had years of experience taking other courses and training, and I understood the theory and how things worked. However, implementing it ... I had no idea.

—Ian Wood, MFA™, RWM™

MFA™—Business Services Specialist

This designation provided additional value in my practice - my objective was to learn more and better serve my clients. This course is a step up from regular managerial concepts and added more to the accounting knowledge I already had.

—Iqbal Sidhu, DFA–Business Services Specialist™

DFA—Bookkeeping Services Specialist™

Having graduated from this designation program with honors, I have enriched my knowledge, improved professional business skills that expands my future career path. Overall, it is an excellent experience to explore throughout the program.

—Connie H.M. Zhu, DFA–Bookkeeping Services Specialist™

DFA—Tax Services Specialist™

I am working on my second degree with the Knowledge Bureau, and I strongly recommend their courses for anyone in the financial services field. They have without a doubt, the most practical and effective approach to helping advisors serve their clients. I was able to use the things I learned immediately in my practice and I am constantly learning valuable tools to help my clients reach their retirement goals.

—Chris Valentine, DFA–Tax Services Specialist™, MFA™–Retirement and Succession Services Specialist


Our frequently asked questions are updated regularly. Do you have an issue or topic that is not listed here? Call us at 1-866-953-4769 or complete our contact us form.

Knowledge Bureau was established in 2003 to meet the need for trained tax and financial advisors who are prepared to specialize in complex tax, retirement and investment planning services within an inter-advisory environment.

We provide our students, who are primarily experienced practicing advisors in tax, accounting or bookkeeping, investment, insurance or financial planning practices, the opportunity to deepen knowledge, train new and returning staff, expand their practice models with new procedures and tools, and find support related to changes in tax and the economy.

Courses at Knowledge Bureau are also recognized and accredited where required by many professional organizations and accrediting bodies in the tax, accounting and financial services.

Our programs have also received broad recognition by several national firms, with whom we have strategic educational partnerships. Many of these firms co-op costs to enable their employees, advisors or members to take our programs.

The RWM™, MFA™, MFA-P™ and DFA-Tax or Bookkeeping Services Specialist™ designations identify a select group of professional advisors who have completed a program of advanced studies in financial education. The programs available through Knowledge Bureau lead to specialization in retirement income planning, tax filing and planning services, bookkeeping services, investment planning services, succession and estate planning, and personal financial planning. The new MFA™-Executive Business Growth Specialist Program help business owners and leaders scale up their enterprises.

Our online courses are completely flexible. You can do them in the comfort and convenience of your own home or office 24/7. . . in fact you can start today! The courses are structured into academic pathways: for the tax and bookkeeping, business or retirement and succession services specialties, which feature 6 professional courses in the designation program you can earn a certificate with each course you take. If you choose the diploma pathway (3 courses) or the designation pathway (6 courses), you’ll save money on your tuition fees.

However, every certificate course you take puts you on the pathway towards designation, whether you take it one course at a time, or in a diploma or designation program.

Here’s what you can expect to budget for your custom-designed study plan:

1. Each certificate course: take 20 - 30 hours and a maximum of up to 3 months

2. Each diploma program: maximum of up to 9 months

3. Designation program: maximum of up to 18 months

Remember some students take longer; others can complete more quickly - it’s up to you. . .just observe the maximum study periods, please.

In-class and in-conference programs: these are generally one-day, two-day or three-day programs. See FAQs about each program below.

Knowledge Bureau graduates and designates have taken their knowledge and experience working with clients to a strategic level to develop outcomes that steward family wealth from one generation to the next.

They include specialists in the area of tax (personal, corporate, trust, cross-border), investment, retirement, succession and estate planning, as well as business development and leadership.

For example, the RWM™ Designation Program is a post-graduate, post-licensing program of studies. RWM™s possess the knowledge and skills required to work as quarterbacks and specialists on an inter-advisory team focused on providing Real Wealth Management™ services—the accumulation, growth, preservation and transition of wealth on an after-tax, after-cost, and after-inflation basis.

This team’s job is to identify, isolate and eliminate any possible threats to a client’s income, family and personal security, retirement peace of mind, legacy, and lifestyle. Their coordinated efforts provide significantly better advice and results for the client.

Any of these players can be the quarterback of the client’s financial team—insurance specialist, investment advisor, wills and estates lawyer, retirement income planner, financial planner, business succession specialist, benefits and pensions advisor, tax and accounting advisors, or living benefits advisor—but they have to have the skills to take command of the group, overseeing the decisions made together with the client. In many cases that quarterback is the accountant; in others, the Investment Advisor takes charge, but any one of them, trained as an RWM™, could serve that role for any given client.

Working together with the family in managing real wealth, the RWM™ oversees changes in the family’s net worth with a strategic plan for decision-making that focuses on goals, targets and results periodically. The role of the RWM™ includes presiding over the activities of the client’s professional team of advisors to ensure outcomes are well coordinated, simplified, and produce the results everyone wants.

The RWM™ requires the professional to adhere to the highest standards of excellence in service. Participants in the program are expected to abide by the compliance, ethics, regulatory and education requirements of their respective professional associations and organizations.

Knowledge Bureau is a private, designated educational institute and our tuition fees qualify for the Tuition Fee Tax Credit if over $100. This amount includes the costs for all self-study courses, the Distinguished Advisor Workshops and the Distinguished Advisor Conference™ (DAC). To claim the deduction on your tax return, you’ll need a completed Form T2202A Tuition and Enrolment Certificate. Note fees for attending the Distinguished Advisor Conference may be subject to different rules for deductibility. Please see IT-357.

Knowledge Bureau certification marks are conferred upon successful graduates who meet program requirements. Successful graduates are granted the rights to use the designation by Knowledge Bureau on their letterhead and business cards after receiving an official Certificate of Distinction, which signifies their accomplishments to their clients. Standards of Conduct must also be met, as well as ongoing continuing education through one of Knowledge Bureau’s Workshops or Distinguished Advisor Conference.

Note: Some industries require permission from their managers regarding how they communicate their academic credentials.

You can start anytime throughout the year at your convenience, and save money on tuition fees by enrolling within one of four sessional deadlines during the year. Please see our Learn Your Way options.

There are four ways to learn more about our programs and courses:

1. Select your faculty of interest from the home page, where you will be able to drill down into specific course descriptions.

2. Download our course catalogue to browse the different programs available to you.

3. Take a free trial of any one of our courses and experience the Virtual Campus

4. Call 1-866-953-4769 or complete the more info form at the top of this page to talk with one of our friendly educational consultants.

Yes, please contact us at 1-866-953-4769 for information about group study in your office, over the internet, or at Knowledge Bureau Conferences or Education days.

Self-study courses allow you to begin anytime throughout the year and learn in the comfort and convenience of your own home or office, wholly supported on a one-on-one basis with our professional instructors, via email. These programs are the first designations to be delivered in a three-dimensional self-study learning environment. Complete your continuing education requirements using your preferred teaching medium - audio, reference book and skill- testing Internet applications.

Tax-deductible fees include all books, online instruction, student support, certification and accreditation. Also featured is the EverGreen Explanatory Notes online tax research library, Knowledge Net Tools, which include professional interview checklists and tax-efficiency calculators and popular software programs from industry software leaders.

Yes, there is a final exam. It is taken online in the comfort of your own home or office and is an open-book test. There is no extra charge to take the examination for each course. Rewrite opportunities are possible if required.

Please demonstrate a high school standing and existing employment or entrepreneurship within the tax, accounting, bookkeeping or financial services or designation, certification, or license to practice in the industry sector and/or at least three years experience in the industry sector for entry to the designation program.

Students who commit to a long term study plan (more than one course) within a sessional enrolment period, save money on tuition fees. Also, those who have taken a Knowledge Bureau program in the past year (Workshop, Conference or Self-Study Course) qualify for our affinity program and may identify themselves as a “preferred client or alumni.” Volume discounts are also applied to offices training multiple staff members in the same or a variety of courses.

Please see our policies section for more information on refunds, shipping, guarantees, and other information about our policies.

Knowledge Bureau is accredited with various professional organizations in the tax and financial services industry. Full details are included in the accreditation section.

Your successful completion will be confirmed by your achievement summary online and by email. You can then forward your achievement summary to your professional organization or regulator for CE credits. You will also receive a handsome Certificate of Achievement or Distinction from Knowledge Bureau.

Knowledge Bureau courses are web-based and will function on any computer. Some courses use third-party professional tax and bookkeeping software, which only work on PCs.

Questions about the Distinguished Advisor Conference

This year the Distinguished Advisor Conference is at the beautiful Westin Resort and Spa in Puerto Vallarta, Mexico

There are many airlines landing in PVR. We have partnered with WestJet to offer a discount on flights as follows: 2% off Econo*, 5% off EconoFlex and 10% off Premium base fares for guests travelling into and out of Puerto Vallarta, Mexico. To take advantage of this offer, you will need the discount code listed. Please visit to make a booking online for travel from: November 3 – 21, 2019

Coupon code: S33SE65

Promo code (for travel agent use only): WDD49

The hotel is located less then 10 minutes from the airport. Transportation has been arranged with Tropical Incentives. The cost is $22 USD + taxes round trip and must be arranged by November 1st. Click here to arrange and pay for transportation.

Upon arrival after passing Immigration, pick up your luggage at the designated carrousel. Once you have cleared customs, you will need to go through a “Time Share Hall” - Do NOT stop here. Go outside and look for the Tropical Incentive bilingual staff who will be holding a DAC sign and will be waiting outside the time share lounge with the proper skycaps to take your luggage and accompany you to your assigned vehicle.

The Hotel. Fronted by 410 feet of private Pacific Ocean beach, The Westin Resort & Spa, Puerto Vallarta offers incredible splendor in a luxurious and safe environment, just minutes from the international airport. Bright tropical colors and elegant, modern Mexican decor grace the 280 ocean-view rooms, each with a private balcony, plush Heavenly® Bed, and rejuvenating Heavenly® Bath.

The Fitness/spa facilities. The venue features beachfront pergolas and sparkling pools as well as a spacious and serene spa, fitness studio, tennis courts, and nearby golf courses.

The Marina District. This venue is close to a very charming, energetic and historic downtown. The nearby marina district, within walking distance, is truly a fun experience, featuring both traditional outdoor craft booths and upscale shops, and wonderful dining experiences.

Reservations, cancelations and changes for Knowledge Bureau Conferences including the DAC and BBR – Business Builder Retreats can only be made through Knowledge Bureau.

The room rate for DAC is $149.00 US per night plus taxes, resort fees and 2% foreign exchange fees for a Run of House Room. While we will always request your preferred room type, we cannot provide any guarantees. Further information on room types and amenities can be found on the Westin website.

Upgraded rooms are also available contact Knowledge Bureau for rates and availability. Room payment will be taken in full on September 15th, 2019. Any changes after this date will charged immediately.

Refunds for hotel rooms are only available up to October 31st and only at the discretion of the hotel. Further information on DAC Policies can be found on Knowledge Bureau’s website.

Please come to say hello, pick up your name badge and conference materials at the DAC Registration desk in the Westin Lobby between 12:00 and 5:00 p.m. on November 10. Be prepared to hug and high-five with all the delegates and especially, our friendly Knowledge Bureau team!

In your conference package you’ll receive your DAC Knowledge Journal, some fun surprises plus everything you need to know to have an outstanding learning and networking experience.

The food throughout this event is delicious! From the incredibly yummy breakfasts served on the Pintores Terrace featuring scrumptious tropical fruits, juices, pastries, and hot and cold selections to the beachside Welcome Reception and the wonderful evening events planned just for you, bottom line: your taste buds will be most grateful and very happy.

It’s a by-invitation-only event for graduates of the RWM™, MFA™, MFA-P™, and DFA-Tax and Bookkeeping Services Specialist designates. All grads and undergrads of these prestigious programs can attend to applaud their peers. A special graduation portrait and interviews with the designates will highlight this glitzy event. Plan to drink champagne!

All delegates and sponsors are invited to the DAC Tropical Fiesta Dinner and After-Party. . .it’s a glitzy beach party filled with a variety of absolutely hilarious and memorable fun activities – from pinata bashing to margarita making and taco tasting under the stars! You might even be tempted to join a congo line or two! Delegates and their spouses are invited to attend (spousal registration for DAC is required). There will be prizes for the best outfits and lots of additional surprises.

The dress code: Glitzy, Tacky Tourist

It’s smart casual. . .guys, you can wear open neck shirts and shorts and sandals; ladies feel free to wear sundresses or shorts as well, but remember, the air conditioning may feel cool for some so bring a sweater.

Long term forecasts show +32 in the day and +23 at night. Delegates should keep an eye on the forecasts as we get closer to the event.

Yes. This is included in the conference fees when you register with Knowledge Bureau

Please wear it to all Knowledge Bureau events at the Conference

Is it okay to use my smartphone or tablet during the Conference?

Yes, we encourage you to take notes and to tweet about your learnings at the event. However, please keep your devices on mute – no sounds or vibrate. All the delegates, speakers and planners also appreciate your full attention – it makes for a much richer learning and networking experience for you and an outstanding conference when everyone is engaged.

Yes, it’s in the front of your Knowledge Journal. We don’t give this information out in advance.

Yes, these will be available to you at the end of each morning of sessions.

You will be asked to provide evaluations at the end of each session and hand these in to your conference event planners. These are required for your CE accreditation.

Our strategic partners and sponsors will be onsite learning and interacting with you in the same conference room. Be sure and visit with them and show them your appreciation often at this outstanding event.

Yes – we love to take pictures for our DAC archives and hope you’ll seek out our conference photographer for pictures with you group and new friends.

Please see our event planners for social activities you may wish to arrange outside of the conference events and the Knowledge Bureau registration desk to take advantage of special offers for next year’s DAC and other outstanding educational opportunities.

Check it out with our event planning staff, but generally, you will meet in the front lobby.

Yes, absolutely. Please contact Carol Scott, Registrar at 1-866-953-4769.

You will receive a detailed email with all on-the-ground contact information in advance of the conference. But do contact us anytime with your questions: 1-866-953-4769.

Academic Policies

Knowledge Bureau is a private, certified post-secondary educational institution that provides courses that furnish its students with skills for or improve a person’s skills in, an occupation. Its tuition fees qualify for tax credit. Established in 2003 by Founder and President Evelyn Jacks, it focuses specifically on providing world-class financial education required for professionals in the tax, accounting and financial services.

Pre-requisites: Successful candidates for the program will have a minimum of high school education, be employed and mentored with a firm that provides services being studied and/or at least three years of industry experience. Students in the programs offered complete a series of 30-hour online certificate courses in their chosen field of specialization and may supplement online learning with peer-to-peer sessions in regional workshops or conferencing offered by Knowledge Bureau.

Students may take online courses within an academic path that leads to the earning of a Certificate of Achievement (one course at a time; up to 3 months per course); a Practitioner’s Diploma (three courses; up to 9 months total) or choose from several available designation programs (six courses; up to 18 months total).


Knowledge Bureau offers four registered certification marks to designate its graduates in the following areas of specialization:

  • RWM™ (Real Wealth Manager),
  • MFA™ (Master Financial Advisor)
  • DFA – Tax or Bookkeeping Services Specialist™
  • MFA-P™ (Philanthropy)

These registered marks signify the attainment of mastery and a defined standard of excellence the field of specialization chosen. They are conferred on graduates of the program upon completion of their education curriculum, or in some limited cases, on a grandfathered basis. Holders of these registered marks are held to a high standard of practice conduct and to that end, must relicense the use of their designations on an annual basis. The requirements for admittance into the program, graduation and relicensing after graduation are outlined below.

Eligibility to the Designation Programs. Successful candidates selected for entrance to the program will have a minimum of high school education, will be employed with a firm that provides services in the area of specialization and/or at least three years of industry experience, which can include owner-management of an independent firm.

Blended Learning . Students in the programs offered complete a series of online certificate courses in their chosen field of specialization, and may supplement online learning with peer-to-peer sessions in regional workshops or conferencing offered by Knowledge Bureau. Required hours of study are outlined in the Knowledge Bureau Course Catalogue and online descriptors of the programs.

Pathways to Program Completion . All students of Knowledge Bureau are admitted into a faculty and begin their pathway towards designation with the first course taken. Quarterly transcripts will be forwarded to provide a progress report and in the case of designates, the Continuing Professional Development (CPD) credits required to keep licensing current after graduation.

Practice Management Framework . Designates are trained in the Real Wealth Management™ framework, which teaches a strategy for multi-disciplinary collaboration with other professionals and a consistent process to enhance the Know Your Client process used in the financial services. This enables the development of a strategic approach to joint decision-making with clients in providing tax, retirement, estate, succession and other required financial services. The RWM processes focuses on four pillars of practice: the accumulation, growth, preservation and transition of sustainable family wealth, which is defined to mean, after taxes, inflation and fees.

Designates of Knowledge Bureau are qualified to provide high value advice to clients through a consistently professional client experience, exemplary standards of professional conduct and up-to-date knowledge and skills in their chosen field of specialization.

Knowledge Bureau designates agree to practice in their chosen field by maintaining their deep and broad knowledge and skills with a commitment to ongoing professional development. Required are the following:

  • Mastery: Successful completion of the required courses within the specialized field of service studied by the designate through Online or Blending Learning Programs.
  • Ethics: Good standing under the requirements of all professional designations and licenses held by the designate is required; there must be no criminal convictions or citations for unethical conduct.
  • Continued Professional Development: At least 15 hours of study with Knowledge Bureau, annually. Verifiable and non-verifiable credits are accepted.


In certain instances, Knowledge Bureau will accept applications for grandfathering into new designation programs by candidates who contribute to the continuing professional development of our students and complete a comprehensive application process to outline knowledge, skills and experience. Grandfathered graduates must adhere to the Standards of Conduct above to keep their registered marks.


Official Transcript - Quarterly Notification : Provided by email: please print and keep in a safe place to verify your progress. Check your progress anytime by logging onto the Virtual Campus.

15 CE/CPD Credits annually. Designated graduates must have achieved at least 15 CE Credits by December 31, 2019 to be licensed to use their registered marks for January 1, 2020. Two types of credits qualify:

Verifiable Credits:

· One online certificate course or Business Builder Retreat (30 hours each = 2 years of credits)

  • CE Summit (10 credit hours each)
  • DAC Conference (15 credit hours)
  • Vantage Series (2 credit hours)

Non-Verifiable Credits:

  • Annual Subscription to EverGreen Explanatory Notes – (15 credit hours per year)- Stay Up to Date with this comprehensive, tax research library subscription service.
  • Knowledge Bureau Professional Calculators (15 credit hours per year) – Use of 15 updated tax planning software tools to prepare tax efficient retirement & wealth management plans.

Designate VIP Tuition Rates : Enter the Virtual Campus through the Student Logon to automatically obtain preferred tuition fees as a designate.

Failure to Meet Re-Licensing Deadlines. To maintain the right to use the certification marks earned with the Knowledge Bureau next year, these Standards of Conduct must be met by December 31 of the current year. A 60 day grace period is allowed, however, designates will lose their ability to qualify for VIP tuition rates reserved for designates . Registration in a program by February 28, 2020 is required.

After February 28, 2020. Designates lose access to all VIP tuition rates and must cease using certification marks until professional updating is completed. Please call us to discuss re-instatement.

Please call Registrar at 1-866-953-4769 to make an appointment for the re-licensing process. It is our goal to make your successful re-instatement possible with minimal inconvenience.

Open architecture learning environment
Knowledge Bureau is pleased to offer students an “open architecture” learning environment. Students may choose to enter our diploma and designation programs with the first certificate course taken, and save money on tuition fees when they declare a diploma or designation path at the time of original registration. The student may also choose a pathway to designation that includes blended learning programming: a combination of online and workshop/ conference options to fulfill the 180 hours requirement:

DESIGNATION PATHWAY: Option a: Take 6 online certificate courses
Option b: Take 4 online certificate courses plus 6 CE summits or
Option c: Take 5 online certificate courses plus 2 distinguished advisor conferences

Study terms
Students may study at their own time and pace and start anytime 24/7. Early registration deadlines are provided to prompt students to enrol and finish courses in each of four seasonal sessions, however, students may start at any time and have 9 months to complete three courses; 18 months to complete 6 courses. A maximum of 3 months is allowed for completion of each individual course. Extensions are available after this period.

Register by: Study Time: Finish Time:
March 15 April 1 June 30
June 15 July 1 Sept 30
Sept 15 Oct 1 December 30
Dec 15 Jan 1 March 31

Course Completion Obligations
As described above, students are required to complete one course every three months and maximum designation program completion time is 18 months. We may have custom arrangements for course completion with Private Clients and Strategic Partners of Knowledge Bureau.

Access to Personalized Instruction
The onus is on the student to complete courses on time and to contact us for help with questions using their Help Button in the Virtual Campus. Please contact us immediately if there is any problem with our courseware or services, so that we may provide corrective action. The instructional assistance is provided, within reason, at no extra charge to the student. Before making an inquiry the student is responsible for reading any updates to the courseware on the Virtual Campus, in the free subscription to Knowledge Bureau Report and in the EverGreen Explanatory Notes Research Library. Instructors will decline providing answer keys to students, and if the instructor deems there have been an unreasonable number of requests for assistance or answers, tutoring sessions will be recommended.

Tutoring Sessions
If, at the discretion of the instructor, or the request of the student, the volume of student support questions appears excessive, tutoring sessions may be arranged at a charge of $195 per hour, with minimum 1⁄2 hour increments. Contact the Registrar to schedule the sessions and for payment.

Students of online certificate courses may request extensions at the end of each study period of three months. Extensions may be purchased at a cost of $99.00 for each extension of 1 month, $250 for a three month extension.

Resumed Studies
Students who wish to resume their studies after an absence of more than 6 months must pay a resumption fee of $295 to be put back into their program and resume their studies.

Testing and Passing Mark
All online courses feature examinations that can be done in home or office. They are “open-book” style tests and a minimum 60% pass mark is required in every course for certification.

One rewrite attempt will be allowed within a month of unsuccessful testing. Rewrite fees are $295 per exam.

Standards of Conduct
Designates are granted the permission to use Knowledge Bureau’s Certification Marks behind their name, on their business cards and letterhead. This license for use must be renewed annually by the Standards of Conduct, specified in the above Standards of Conduct section

Getting Started
Self-study students may begin their program at any time, all year long, and enrol risk free with our Money Back Guarantee: we offer a free trial for the first chapter in your first course which allows you to determine whether the program is for you. After this, you are considered to have enrolled in the program and there are no refunds.

Personal Consultation, Instructor, Orientation or Group Study Start
Knowledge Bureau self study courses allow you to develop your own course work plan. Your registration includes access to a Personal Educational Consultant, who will provide a personal orientation tour when you start your program, and introduce you to your online access to your instructor through your exclusive access to your online learning environment.

Your individual course orientation will be scheduled at your convenience, or you can join a national group study, in which all team members from one office start at the same time in the same course.

EZ-Pay Instalment Plans
Please call our registrar toll free at 1-866-953-4769 to arrange a monthly instalment plan or follow the online instructions.

NOTE: Instalment plans are based on a 3 month per course work plan. If your course work plan is accelerated, you may be required to make additional payments before the release of the next course in your program. Payment plans may be revoked if your payments fall in arrears and your instalment privilege fee will be withheld. In addition, you may be charged additional fees as described under NSF Fees.

Registration, Certification and Cancellation
Included in the registration fee for the CE Summits is the cost of CE accreditation and certification, at the workshop and reference resources.

CE accreditation and certification credit hours are determined by attendance. For specific CE accreditation requirements, please contact Knowledge Bureau at 1-866-4769. Workshop registration fees are non-refundable, except in the case of severe hardship, where a 30% cancellation fee will apply. Penalty fees may be applied for full credit to any other Knowledge Bureau program for a period of one year.

Payment: VISA or MasterCard are the preferred methods of payment. If paying by cheque, please post-date cheques accordingly and submit to:

Knowledge Bureau, 187 St. Mary’s Road, Winnipeg, MB, R2H 1J2

Please recommend a friend. When you provide contact information to Knowledge Bureau, we will send you a $25 thank you gift.

Registration, Accreditation and Cancellation
Included in the registration fee for the conference is attendance for 3 days of sessions, outlined in the official DAC agenda for one delegate, plus: cost of CE/CPD accreditation and certification, provided the evaluation/testing forms provided at the event are submitted. Also included is attendance at opening reception & group dinner, hot breakfasts, mimosa breaks. Delegates will have access to content/reference resources, which may include reference journals and access to online materials. Spouses who work in the business with advisors must register in full as a delegate but will receive preferred client rates for full program accreditation. Spouses who do not work in the business must register in the Spousal Program, which entitles the non-working spouse to attendance at all the sessions, as well as breakfasts, mimosa breaks and the evening group events. There will be no accreditation and certification in those cases and no splitting of the spousal fees for any one aspect of the DAC. Under no circumstances will non-working spouses be allowed access at any of the networking events without registration in the Spousal Program.

CE/CPD Accreditation and Certification
CE/CPD credit hours are determined by attendance at the events. It is required that evaluation summations are completed and signed for these purposes. Failure to submit may result in disqualification from certification from these accreditors: Knowledge Bureau, as required for continuation of MFATM and DFA-SpecialistTM licensing, most provincial insurance councils, the FPSC, various accounting organizations. Depending on the needs of the audience, Knowledge Bureau may also apply for pre-accreditation from certain professional organizations such as IIROC. One hour per hour of instruction is granted as a general rule.

Not included
The following is not covered in the DAC registration fee: the cost of flights, ground transportation, hotel rooms, internet access (unless included by the hotel in the cost of accommodation), entertainment other than as described in the official DAC agenda, tips, porters, parking, personal injury or loss/liability of any kind, including sickness or cancellation insurance, any loss due to uninsured sickness or accident or death, and any other optional activities which may have been planned for the group such as golfing, spas, tours or group evening or meal events, and any meals outside of the official DAC conference-specified agenda. Knowledge Bureau, its owners, speakers, employees, subcontractors or any member of the organizational team cannot take any responsibility for any personal injury, affliction, accident, or financial consequences due to attendance at the DAC event whatsoever and attendees are herewith notified thereof. Please protect yourself accordingly using appropriate insurance, and risk management measures.

Group Rates
Companies often send teams of people to the DAC. These teams qualify for our preferred rates. An additional group rate is achieved after the first 10 registrants are enrolled and paid. Best rates can be received for the group with this minimum enrolment by the deadline dates on the conference application forms. Spousal fees are extra.

Hotel Rates and Length of Stay
The conference anchor hotel has offered preferred room rates for the group on conference days, which are booked and paid for directly with Knowledge Bureau and will be awarded on a first-come, first-served basis. Please indicate your preferred length of stay on the DAC Conference Registration Form. Rooms are also usually available at the group rate 3 days before and after the conference dates based on availability.

Please call Knowledge Bureau to discuss your needs and submit completed registration form with credit card information to secure hotel rooms, which Knowledge Bureau will do on your behalf. All attendees participating in DAC must submit credit cards and application forms, including speakers, sponsors, employees, award winners, etc.

While Knowledge Bureau endeavours to negotiate favourable group rates for your stay, on occasion it may be possible to find a lower rate on the internet. In such a case we suggest that you go ahead with your online booking, however please be aware that we often negotiate “all in pricing” which you may not be receiving online, and we cannot be responsible for your reservation and any room changes, extensions or over bookings that may occur.

Special Diets
We try to accommodate special food requests, but those highly allergic to most foods normally served or those with very limited diets must make own food arrangements.

Complimentary Registrations
Those who receive waived or reduced conference registration fees as special guests of Knowledge Bureau must provide a credit card number for hotel costs in advance and no later than June 30. They will be charged at that time for all hotel and pre-arranged meal costs amounting to 30% of the delegate and spousal registration fees based on June 30 early registration pricing for preferred clients. This 30% fee is only refundable at the end of the three day event; it is not refundable for no-shows. Attendance of special guests is limited to spaces available and allocated on a first come, first served basis. We may not be able to guarantee rooms at the conference hotel rates.

Refunds—Registration Fees
Conference registration and spousal program fees are non-refundable, except in the case of severe hardship, where a 25% non-refundable cancellation fee will apply based on the registration fee the attendee qualified for at that time of registration. In addition, there is a 30% fee to cover the cost of all pre-arranged meals, entertainment and service fees.

Refunds— Hotel
Hotel rooms refunds may be possible until October 31, should the hotel agree to provide this; if not, a 30% hotel room cancellation fee will be applied in these cases to cover service fees incurred by DAC organizers to negotiate this. This includes registrations of any attendees under the “three free room night” onsite offer.

Penalty Credits
Any penalty or cancellation fees may be applied for full credit to any other Knowledge Bureau program for a period of one year from date of cancellation

Knowledge Bureau will take your payment information upon receipt of the registration form, and fees will be deducted as follows:
• full registration fees upon registration, (instalment plans however are available)
• 100% of hotel fees (including taxes) on September 15th

Registrations after September 15
100% of registration and hotel room fees are payable. VISA, MasterCard or Amex are the preferred methods of payment. If paying by cheque, please post-date cheques accordingly and submit Knowledge Bureau, 187 St. Mary’s Road, Winnipeg, MB R2H 1J2. There is a $45 charge for any NSF cheque or declined credit card.

Note that registration fees paid are in Canadian Funds for Canadian attendees. The same fee amounts are paid in US funds by US attendees. Hotel room costs do not include taxes and any applicable service fees and are charged in Canadian dollars. Fees for hotel rooms will be collected on September 30th in full.

Exchange rate fees
After September 30, aside from the currency differential, Knowledge Bureau will charge a minimum 2% exchange rate fee to cover the charges we incur to convert Canadian to US currencies.

Incentive Plans
Free hotel room nights may be offered in two instances: (1) to attendees who register and pay on site at the DAC for next year’s event and (2) upon recommendation of a friend, as available and at the complete discretion of Knowledge Bureau. In the latter instance, send referral contact information to Registrar at Knowledge Bureau, 1-866-953-4769. When your friend registers as a new delegate with full payment, we will provide you with one free hotel room night. This offer is for new registrants only and extends to a maximum of three recommendations: three hotel room nights. However, note our cancellation policies above.

Money Back Guarantee & Refund Policies
We invite you to Enrol Risk Free in self-study programs, to be sure you have made the right decision for your time and money. We also invite you to discuss your needs through an appointment with our highly training Educational Consultants. Eligible withdrawals may require adjustments to fee schedules for penalty provisions and volume discounts before refunds are issued, as fee structures may vary throughout the year, depending on when a student begins, with early registration fee reductions available according to sessional enrolment dates, or when students enrol in group study sessions. Here are the refund policies:

Single Courses
If you are not satisfied upon review of your self-study certificate course, Chapter 1, your money is refunded — no questions asked — provided you contact us within one week of course registration. If you received any hard copy material, return those materials at your cost in saleable condition within that week.

Unsaleable materials will not be refunded. If you complete the quizzes or case studies beyond the first chapter in your course, you will no longer be eligible for a refund. You have 3 months to complete each course. After this you may request an extension. If you do not start at all, you are considered to have purchased and used the course materials for the entire enrolment period or any part thereof.

Diploma/Designation Programs
You have 9 months to complete a diploma program; 18 months to complete a designation program, but you can do so sooner.

You must complete your first course in your diploma/designation program for consideration to withdraw. You may withdraw from the program within three months. There will be no refunds after this; that is, you are committed to taking the diploma or designation program unless there is a hardship.

Any refunds are subject to an administrative charge of $295.00. All multiple course discounts will be forfeited. Students who pay by instalment also forfeit their finance fees. Administrative charges can be applied to future course purchases within one year of withdrawal.

Hardship Policy
In the case of severe hardship, including illness of the student, illness of a family member or death of a family member, provide a letter to the Registrar outlining reasons for the request from a medical practitioner.

Two options are available:

1. Course completion deadlines are extended based on mutual discussion of a reasonable restart date within one year of enrolment. If the period must exceed 1 year, students may be required to re-purchase updated course materials at the lowest price point at that time.

2. Withdrawals. There are no withdrawals or refunds allowed after 3 months in the case of a regular program; one year in the case of hardship. Any charges incurred due to this policy may be applied in full to future enrolments.

NSF Fees
A $45 fee will be assessed on each NSF or declined charge card payment. NSF fees will be waived by paying the balance of tuition owing in full by credit card. Note: 3 instances of default will result in expulsion from your program with re-initiation possible on receipt of all outstanding amounts plus an extension fee of $99.

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Users of the intellectual properties published by The Knowledge Bureau (including books, website, news services, educational works and any other aspects of the products and services of Knowledge Bureau, Inc.) are responsible for their own actions and outcomes and are advised to seek legal counsel or other professional advice before acting on any information or recommendations received.

The owners, publishers, authors, instructors, editors, coaches and contributors therefore expressly disclaim all and any liability to any person in respect of anything and any consequence as a result of the use of the works which may be taken through Knowledge Bureau, Inc., including any news releases or commentary, courseware, workshops, conferences, webcasts, online materials, calculators, libraries or other information resource herein referred. Knowledge Bureau Inc. makes no representations or warranties with respect to third party software used in its programs and accepts no responsibility with respect to its use by the student. Only those warranties available from software developers are applicable.

Users of the intellectual properties of Knowledge Bureau including its websites, courses or other services of Knowledge Bureau, Inc. are also herewith notified that the company, its principals, shareholders, employees, writers, instructors or subcontractors are not involved in any aspect of any business conducted by any persons or companies for which it supplies or offers courseware, information or intellectual property management services, including resellers of its courseware, and does not endorse any such person or companies or its products or services. Knowledge Bureau, Inc. therefore expressly disclaims any responsibility for any consequence any person or entity has in relation to dealings with any such person or company.

The examples used in the intellectual property published by The Knowledge Bureau are fictitious unless otherwise stated and any resemblance to real life people, facts or circumstances is purely coincidental.

Much care has been taken to trace ownership of copyrighted material contained in this material; however, the publisher will welcome any information that enables it to rectify any reference or credit for subsequent editions and or any errors or omissions that require correction. Please contact Content Development at 1-866-953-4769.

Our Sponsors and Third Party Partners

We are proud of our relationships with sponsors, partners and affiliates, however, we do not specifically endorse any product and are not responsible for the claims or representations made by sponsors, advertisers or third party partners.

Note Knowledge Bureau does not review the products or services of any company mentioned on its site and warns its users to undertake their own due diligence before making any decision to buy products or services. Knowledge Bureau will not take any responsibility or pay for any damages of any kind resulting from use of any products mentioned on our website or as a result of any misuse of any personal information or data submitted by you to any third party.

Prohibited Conduct by Users of This Site
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Posting of any materials containing viruses, malicious or destructive code, or phishing, spamming, advertising, etc.

In managing, developing and distributing intellectual property, the philosophy of The Knowledge Bureau is that it interprets the news as it relates to wealth and health management issues and provides perspective under a framework called Real Wealth Management. It does not provide advice. It is also not a platform for any other company and does not associate itself with individuals who wish to use Knowledge Bureau, Inc. as a platform to sell other products or services from which they benefit financially, unless they are prepared to make full disclosure. The Knowledge Bureau has the following expectations of its speakers, instructors, associates, authors, and lecturers:

Advice. They will not provide advice unless they are appropriately registered and licensed, and appropriately qualified to do so. We expect that our associates will and have made themselves aware what type of advice is under jurisdiction of regulators.

Transparency. We expect our associates to make full disclosures of any compensatory relationship (monetary or otherwise) with the company that hires them or pays them consulting or other fees or commissions. They are required to state how they will benefit if the audience is being invited to consider and/or buy a product from a company with which the speaker has a compensatory relationship, including receipt of consulting fees, commissions or trailer or any beneficial ownership.

Based on these written policies and our stated and expected conduct of our speakers and instructors, neither Knowledge Bureau nor any of our employees can take responsibility for the results of any actions taken by any persons that may have adverse financial consequences.

THE PUBLISHER (Knowledge Bureau) allows single user access to the components of its self study programs of studies with a valid paid registration in the program for the time frames allowed within the program of studies—which are limited to a maximum of six months per course, (subject to change at Knowledge Bureau’s discretion) and this includes use of the online portion of the program, and all accompanying Knowledge Net Tools.

Multiple user fees are negotiable for those who wish to use this program for any or all associates of one branch office. In that case, the fee for each participant is negotiated on a case-by-case basis, based on volume. Please call us to arrange this multiple user license for your firm. Use of Knowledge Bureau publications (Knowledge Bureau Report) is free for viewing from email services or Knowledge Bureau home page. However a strict content reproduction and privacy policy is in effect.

Continuous Improvement Philosophy
At Knowledge Bureau, we always try to enhance our relationship with all our students by investing in a Continuous Improvement and “EverGreening” philosophy to content development and student services. We invite you to share in this philosophy by helping us to continuously improve and update.

Continuous Improvement: When we become aware of errors, omissions or other improvements required we fix those errors and omissions either by personal contact, in the course materials, through use of email and/or our Knowledge Bureau Report, depending upon the urgency and breadth of the matter. We also include clarifications and improvements to Guidance provided for students as required.

EverGreening: As change happens continuously in the tax and financial services Knowledge Bureau is committed to keeping its students up-to-date with a world class research library: EverGreen Explanatory Notes, which is updated weekly, Knowledge Bureau Report which is a complimentary e-newsletter service provided directly to students, through course updates, revisions and new course development. Please see our disclaimer policies in the courseware and on our website. They set out limitations regarding our content and authorship.

Dissatisfaction during course of study period
We work with the student to fix the problem to the best of our ability and resources, so the student can complete their studies successfully. The student has paid for access to student support as part of the tuition fees for a defined period. In cases where the student has not contacted us for help along the way or has not started the program within the study time allotted time for it, it is considered that the student has used the materials for personal use and there is no further action. As such, there are no refunds.

Dissatisfied on completion of programs
Our mandate is to help students successfully complete their programs. We identify the issues, determine whether courses/materials need adjustments, if there is a legitimate problem with the product or service, make corrections, and teach to the issues. There are no refunds for convenience or failure to start.

Expressing our gratitude
We sincerely appreciate your help in our ongoing pursuit of excellence. Where a student has helped us identify areas of improvement or required change we may consider giving thanks with a financial credit toward the cost of a future course. The publisher’s decision on this is final and any credits/awards issued may not exceed tuition fees paid.

Funding Options

There are numerous funding options to help make your professional studies more affordable, including financing available through Knowledge Bureau, funding through each student’s own tax-assisted savings plans, and tax assistance through various CRA tax incentives. However, what can be deducted depends on who you are and what programs you will be involved in.

Knowledge Bureau is certified by the Minister of Employment and Social Development Canada (ESDC) as an educational institution providing courses ( other than courses designed for university credit) that furnish a person with skills for or improve a person’s skills in, an occupation. An occupation, for this purpose, is considered to be employment as well as a profession, vocation, or trade.

Program Pre-requisites

Successful candidates for the program will have a minimum of high school education, be employed and mentored with a firm that provides services the services being studied and/or at least three years of industry experience. Students

in the programs offered complete a series of 30-hour online certificate courses in their chosen field of specialization and may supplement online learning with peer-to-peer sessions in regional workshops or conferencing offered by Knowledge Bureau.

Continuing Education/Continuing Professional Development

Knowledge Bureau also welcomes professionals who seek an academic path to CE/CPD. Choose CE Summits (10 hours), Distinguished Advisor Conference (up to 15 hours), or online certificate courses (30 hours for full credit courses).

Tuition Fee Deductibility

Tuition fees paid to Knowledge Bureau qualify for the tuition fee credit.

RRSP Lifelong Learning Plan

Knowledge Bureau will consider the student to be in full-time attendance for purposes of funding under the RRSP Lifelong Learning Plan if that student enrolls in a Designation Program. To qualify, the Designation Program must be completed within a six-month enrolment period. Otherwise, the student is considered to be enrolled in part-time attendance with Knowledge Bureau.

Expense Deductibility

In some cases, self-employed students may claim the cost of training as a business deduction. Students are referred to IT 357R2 for CRA’s interpretation of the rules. Of specific note in the bulletin: training costs are not deductible as current expenses if they are capital expenditures (that is, they result in a lasting benefit to the taxpayer i.e., where a new skill or qualification is acquired (ie. training as a specialist). In this case, students should consider using the tuition fee credit instead. However, if training is to maintain, update or upgrade an existing skill or qualification, the related costs are deductible as a current expense. Examples of fully deductible programs: A professional development course is taken as required or recommended by a professional body to maintain professional standards, a tax course is taken by a lawyer or accountant who is qualified to do tax work, whether or not he or she has previously been actively involved in such work. Any portion of costs that are personal or unreasonable is not deductible.

Free Trial Period

Students may withdraw from the program at no charge within the first seven (7) days of registration or after completing one chapter of the course (whichever comes first). This is the free trial period.


Students of online certificate courses have three months to complete each course plus one month grace period for a total of 4 months. Extensions may be purchased at a cost of $99.00 for each extension of one month, $297 for a three-month extension.

Resumed Studies

Re-enrolment after Course Expiry: After an absence of six months or more, students may re-register with a reenrolment fee of $295. New course materials, study periods and Virtual Campus access will be granted.

Rewrites: Our rewrite policy is discussed in greater detail in our course material. One rewrite attempt will be allowed within a month of unsuccessful testing. Rewrite fees are $295 per exam.

Full Payment Discounts

Tuition fee reductions of up to 25% may be received when students provide full payment on designation programs.

EZ-Y Instalment Payment Plan

Knowledge Bureau offers inexpensive financing options for single certificate courses, Diploma and Designation Programs. See registration and tuition or call 1-866-953-4769 for details.

Online Courses Seasonal Deadlines

March 15, June 15, September 15 and December 15. For details subscribe to Knowledge Bureau Report. CE Summits: (A Peer-to-Peer Instructor Lead Opportunity) January 10, May 15 and October 31.

Returning Students and Designates

Qualify for Returning Client and VIP Designate rates. Please enroll through your Virtual Campus registration page.

Business Builder Programs for Employee Training

Knowledge Bureau customized training options for your practices. You can mix and match courses from our designation programs and enroll multiple employees or associations using our Business Program:

Single Courses, Multiple Students

When two or more students in the same office want to start the same course at the same time, The Business Builder Program provides discounted tuition when more than one employee takes a designation program. See registration and tuition or call 1-866-953-4769 for details.

Corporate Partner Supports

Knowledge Bureau will provide co-op funding for attendance at live events (Ce Summits and DAC) for corporate partners who bring groups of advisors (10 or more) to live events.

Tuition Credits

Tuition paid in excess of $100 paid for a course of studies at a post-secondary level will be eligible for the tuition amount.

Student Loan Interest Write-Offs

Students who accumulate interest on student loans may claim a non-refundable credit for the interest paid in the current year plus any interest paid in the prior five years that has not yet been claimed. The credit is 15% of the interest paid by the student or a person related to the student. However, where the loan comes from is important—it must be received under the following sources and cannot be combined with any other loans:

  • the Canada Student Loans Act
  • the Canada Student Financial Assistance Act
  • the Apprentice Loans Act or
  • a similar provincial or territorial government laws

Employer-Paid Tuition

Employers may deduct the cost of tuition as a business expense if the programs are of benefit to the employer’s business. In that case, tuition paid for employees will not be a taxable benefit and the student will not be eligible to claim the tuition tax credit.

Tuition Fee Amount

Knowledge Bureau is a private, certified post-secondary educational institution that provides courses that furnish its students with skills for or improve a person’s skills in, an occupation. Its tuition fees qualify for tax credit. Established in 2003 by Founder and President Evelyn Jacks, it focuses specifically on providing world-class financial education required for professionals in the tax, accounting and financial services.

Tuition Fees Paid in Excess of $100 Qualify for the Tuition Fee Amount

This includes the fees for all self-study courses, the CE Summits and the Distinguished Advisor Conference™ (DAC). It is an important option for the partial recovery of costs paid by employees who fund their own conference fees. To claim the deduction on your tax return, you’ll need a completed Form T2202A, Tuition and Enrolment Certificate which is available through Knowledge Bureau. Simply log in to Your Virtual Campus and go to the Administration section for access to your Form T2202A.

Tax Deductibility by the Self-Employed

Tuition fees for self-study courses, workshops and educational conferencing may also be tax deductible by self employed professionals as a business expense. Your normal receipt for your payment to Knowledge Bureau is your documentation for the expense claim.

The Distinguished Advisor Conference™ (DAC) is held in locales where Canadians go to retire to determine the economic, retirement, investment, currency, health risk management and tax environment for which tax and wealth planning is required. This makes the educational programming unique and specific to the wealth management needs of clients and unavailable elsewhere in North America. Expenditures may be deductible; however, delegates should seek professional advice for their personal circumstances. A maximum of two conventions per year only are claimable and the business must have a reasonable expectation of profit. Several other criteria may exist for out of country conventions. See IT-357 for more information or call 1-866-953-4769 if you need assistance.