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Course Delivery
Online or Virtual Classes

Online Program Tuition Rates

Design Your Tuition Schedule
Taxes are extra.
Study Time: You have up to 3 months per course, 18 months for a full designation program.
Full Payment Option
Full payment upfront - always save the most
Instalment Option
Administrative fees of $39 per course
Registration fee (First payment) is non-refundable.
Pathway 1:
Designation Program
6 certificate courses
Save 34%
Full payment: $3,570
$595 per course

Pathway 2:
Diploma Program
3 certificate courses
Save 11%
Full payment: $2,385
$795 per course

Pathway 3:
Certificate Course
 
Regular fees
Full Payment: $895

Graduates or Groups: $795
Diploma Holders: $695
Designation Holders: $595

MFA-P™ or RWM™ Designation Programs
Full Payment: $1,495
Certificate Course Graduates and Groups: $1,330

Live and Virtual Event Tuition Rates

5 Events:
DAC and CES
Save 37%
$2,990
includes DAC and 4 events
4 Events:
CES only
Save 35%
$1,796
$449 per event
3 Events:
CES only
Save 29%
$1,485
$495 per event
2 Events:
CES only
Save 14%
$595 each
Designate or Group Rate
Save 29%: $495 each CE Summit
Save 49%: $995 each DAC

Select Your Program Options Below

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DFA-Tax Services Specialist™ Program

Professional Income Tax Course - Entry Level

This course introduces the five anchor profiles upon which every personal tax return is based-credit filing, employees, families and children, investors, and seniors.

Professional Income Tax Course - Advanced Level

This course overviews common and advanced client profiles. Included is the dynamic and comprehensive tax research library: EverGreen Explanatory Notes.

Filing Proprietorship Returns

This course for professionals focuses on the self-employed business owner that is not incorporated.

Filing Final Returns at Death

This course deals comprehensively with the taxation of individual's final tax returns and the new relationship executors have in responsibilities with the CRA.

Filing T3 Trust Returns

This course introduces the types of trusts that may be created in Canada and how each of them is taxed.

Canada - U.S. Cross Border Taxation

This course provides comprehensive general knowledge on Canada/US cross border taxation issues.


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DFA-Bookkeeping Services Specialist™ Program

Basic Bookkeeping in a Digital World

Bookkeeping in a Digital World is the perfect course for professionals in the bookkeeping, tax and financial services who wish to train their administrative staff to prepare company books, or for those with the professional role of preparing books for others.

Advanced Payroll for Small Business

Payroll rule changes have created an increased demand for knowledgeable bookkeepers who can administer payroll. This course will help you understand these rules.

Budgeting and Forecasting for Small Business

This course is perfect for professionals in bookkeeping, tax and financial services to gain the skills needed to assist or direct the budgeting process.

Accounting for Multiple Business Profiles

In this course, you will learn to manage the bookkeeping functions for a variety of companies to deliver financial results from the simplest to a complex company.

Advising Family Business

This course addresses a range of areas that might be encountered during the evolution and growth of a company.

Pandemic Relief Provisions

Don’t miss this important opportunity to give high-value advice to your financially-stressed clients.  This course features outstanding, detailed content on the tax and financial planning effects of an unprecedented event that will impact individuals, families and businesses alike today and in the future.


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MFA™-Business Services Specialist Program

Corporate Tax Filing Fundamentals

This course serves as an introduction to the filing of a corporate income tax return for small business operating under a corporate structure as a Canadian Controlled Private Corporation (CCPC).

Incorporated Professionals

This course will focus on personal and corporate tax planning for small to medium sized businesses, owned and operated by professionals, with a special focus on financial advisors and medical practitioners.

Basic Bookkeeping in a Digital World

Bookkeeping in a Digital World is the perfect course for professionals in the bookkeeping, tax and financial services who wish to train their administrative staff to prepare company books, or for those with the professional role of preparing books for others.

Tax Planning for Corporate Owner-Managers

Learn to provide advice throughout the year with a view to minimizing the total amount of income taxes paid by the family.

Understanding Business Valuation

This course is designed in a practical format and will help an advisor become a valuable resource to their clients when considering business valuation issues.

Advising Family Business

This course addresses a range of areas that might be encountered during the evolution and growth of a company.


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MFA™-Pension & Estate Services Specialist Program

Personal Pension Planning

In light of the new tax rules that penalize passive investments within CCPCs, advisors must understand how pension legislation can become a power tool to deal with wealth succession, business succession and tax optimization within a corporate environment.

Tax Efficient Retirement Income Planning

This course allows advisors to develop a consistent process for multi-generational planning that looks at the tax-efficiency of both income and capital left for partners and beneficiaries.

Planning with Trusts

This course provides an understanding on how trusts are used to plan for the wealth and succession objectives of medium and high-worth clients.

Investment Tax Strategies

This course covers a strategic and tax efficient investment income planning process which places capital accumulations in the right hands of individuals in the family.

Succession Planning for Owner-Managers

Understand the importance of succession planning for the business and key positions within the business.

Behavioural Finance in Risk Management

Learn how to focus on continued accumulation and investing, preservation of capital, as well as the tax-efficient withdrawal of funds for your clients.


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MFA™-Business Growth Program

Leading Teams

This course will help you understand what is required to build your skills and to be prepared for continuous change as your business evolves towards expansion and maturity.

Building Business Plans

Learn more about how to structure and plan for the financial results you need to grow a market driven business someone will eventually buy.

Scaling Business Operations

The focus of this course is on establishing and enhancing a company's operational framework around which client relationships can be built and retained.

Understanding Employment and Contract Law

The course provides the background information business owners need to understand basic contractual agreements and templates for engagements with customers, sub-contractors and employees.

Building and Communicating Your Brand

This course focuses on the things that can be done immediately, without huge investment, to navigate new marketing opportunities with a compelling value proposition.

Understanding Business Valuation

This course is designed in a practical format and will help an advisor become a valuable resource to their clients when considering business valuation issues.


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Master Financial Advisor - Philanthropy Program

Introduction to Strategic Philanthropy

Learn how to tap into clients' philanthropic goals. In the process, increase opportunities to build trust by understanding clients' values and critical personal causes.

Integrating Gift Planning

Obtain a deep, broad knowledge of how to apply gift planning vehicles to the objectives of various client profiles. Learn how to stay onside with ethical and legal considerations in doing so.

Understanding the Charitable Sector

This course provides foundational knowledge for navigating and assessing the charitable landscape.


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RWM™ - Real Wealth Manager Designation Program

RWM™ - Real Wealth Manager Designation Program

Lead a collaborative team of professionals and help your clients accumulate, grow, preserve and transition sustainable wealth. The RWM™ credentials signify comprehensive training in delivering holistic wealth management services.


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Virtual / Live Workshops and Conferences


Virtual Distinguished Advisor Conference Acuity 2020

October 28-30

The Only Professional Development Conference for Financial, Tax, and Bookkeeping Professionals

Theme: Bold Thinking, Bright Insights


Virtual CES Annual Pass

Attend all 4 events

Virtual CES Trio

Attend the next 3 events

Virtual CES Duo

Attend the next 2 events


Year-End Tax Planning

November 18, 2020

Advanced Personal Tax Update

January 26, 2021


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