All Online Courses

Continuing Education for Tax and Financial Services Professionals

Knowledge Bureau's extensive list of continuing education courses are designed to help you expand your skill set to better serve the needs of your clients. Registering for a course is also a commitment to better educate yourself about leading-edge trends and strategies in tax and finances. Those looking for CE credits and certification have come to the right place!

Your experience counts. Start at entry level, or engage in professional development.

The Real Wealth Manager (RWM™) Program

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Real Wealth Management Program

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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DFA-Tax Services Specialist™

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Income Tax Filing Fundamentals

This course is designed for prospective tax preparers who have no experience with preparing tax returns for others. The course starts with an introduction to income tax in Canada—who is taxed and what is subject to income tax. By the end of the first chapter, students will be able to prepare a simple tax return for a no-income credit filer. Subsequent chapters will teach you how to prepare returns for singles, families, students, retirees, and investors. Along the way, you’ll learn about the most common deductions and credits available to Canadian taxpayers.

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Personal Tax Filing and Planning

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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Advanced Tax Filing and Planning

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.

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Tax Accounting for Proprietorships

This course is designed to teach professional advisors tax preparation for proprietorships, using CRA's prescribed forms—Statement of Business or Professional Activities, Capital Cost Allowance statements, worksheets for reporting home office, automobiles, other assets, inventory control, and cost of goods sold.

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.

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Tax Accounting on Death of a Taxpayer

This course deals comprehensively with the taxation of individuals at death. The student will gain a thorough understanding of how income, as well as capital accumulations, are taxed when the taxpayer dies as well as strategies to minimize those taxes.

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Fundamentals of Filing Trust Returns

This course introduces the types of trust that may be created in Canada and how each of them is taxed. You will learn how to prepare T3 returns as part of the case study exercises in the course. Case studies include the filing of trust returns, slips, and slip summaries for trusts.

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DFA-Bookkeeping Services Specialist™

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Bookkeeping for Small Businesses

This introductory course is ideal for professionals in the bookkeeping tax and financial services who wish to train their own administrative staff to prepare company books, or train staff to prepare books for others. It is an excellent course for bookkeepers who may know how to operate the software, but have not taken a theoretical accounting course.

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Advanced Payroll for Small Business

The technical side of payroll, if done incorrectly, can cost the employer or employee money; not to mention incurring penalties with Canada Revenue Agency. This course will help you become a more astute compliance manager to ensure that payroll is more than simply accurate. It will also allow you to assist your client to be shrewd in negotiating employment contracts to the after-tax benefits of the employees of the firm, which could include family members.

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Debt and Cash Flow Management

Debt is the number one financial issue in Canada today. This course will help students advise their clients on what debt is and how to use it properly to manage debt and cash flow to accumulate wealth for the future.

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Managerial Accounting and Budgeting

This course in the Bookkeeping Services Specialist designation program is ideal for bookkeeping, tax, and financial service professionals to gain the skills needed to assist or direct the budgeting process. The course contains references to IFRS and ASPE as well as an updated QuickBooks example.

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Accounting for Multiple Business Profiles

You will study advanced bookkeeping for a variety of business profiles, using the features of SAGE 50 and Intuit Quickbooks Desktop.

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Accounting for Business Growth and Transition

This course addresses a range of areas that might be encountered during the evolution and growth of a company. Topics include organizational structures, consolidated financial statements, foreign exchange, due diligence requirements, and approaches for structuring a business transition. In addition, you will gain an understanding of how to take a leadership role in creating a value-centred department that could help to support the growth and development initiatives that occur over the lifecycle of a business.

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MFA™-Business Services Specialist

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Advising Family Businesses

Many small businesses in Canada are owned and operated by individuals who are at or near retirement age and qualified advisors have an opportunity to assist them in planning and implementing succession plans. This course will teach you to create strategies that can help clients and their companies’ function smoothly.

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Corporate Income Tax Fundamentals

This course serves as an introduction to the preparation of a corporate income tax return for a small business operating under a corporate structure as a Canadian Controlled Private Corporation (CCPC). The case studies included in this course include the preparation of corporate tax returns for the current year. This course contains all known changes that will apply to future years.

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Tax Planning for Incorporated Professionals

This course focuses 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. Retirement and succession planning is also an integral part of the course.

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Tax Planning for Corporate Owner-Managers

This course has been designed to teach you how to advise private business owners and managers about the best ways to manage his or her compensation to maximize the amount of after-tax income available. You will gain a solid understanding of the options available when constructing compensation packages. These options include salary-dividend-bonus mixes that maximize tax efficiencies for the owner and each family member. As well you'll learn about constraints imposed by income tax and other laws so you can provide sound advice to the employer or client on compensation planning all year long.

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Business Valuation for Advisors

The objective of this course is to provide an overview of the fundamentals of business valuation, enabling advisors to understand the key concepts in this important area and assist clients in facing various types of business transactions, including mergers, transfer of an ownership position, sale of a business, or raising capital.

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Cross Border Taxation

This course focuses on emerging issues as baby boomers age, technology makes it possible for people and businesses to operate globally, and economic changes make it appealing for people and businesses to purchase investment property globally. As well as the increase in the sharing of financial information between countries, cross border taxation issues become key for cross border employment, entrepreneurship or asset ownership, as does the issue of residency and U.S. citizenship.

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MFA™-Executive Business Growth Specialist Program

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Business Leadership, Culture and Continuity

Business leadership is challenging for most skilled entrepreneurs as their companies move through growth development phases. Leading people and organizations is not pure science and requires continuous development and change. Adopting and applying some of these core concepts can help ensure that you lead your organization effectively through its growth phases.

Effective leadership requires an investment in yourself as well as your people — to have all stakeholders focused on the vision and goals of the organization within the business model that you have created. The ability to build a business that is not only successful in the short term, but one that is sustainable and continues to build equity for the future is what separates successful business leaders from the rest.

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Strategic Business Planning

Business leaders tend to become so immersed in working within their companies that they do not take the time to plan effectively. This situation can be problematic for many reasons, including a lack of organization, focus, and financial success. Since external parties, such as financial partners and investors, have specific expectations concerning business planning, it can often be challenging to support growth plans and transactions without the right preparation in place.

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Operational Foundations to Support Business Growth

Planning for sustainable growth requires a framework for operations around which client relationships can be built and retained. This course teaches how to structure the core operational areas required to successfully build and manage a company, including finance, administration, sales, marketing and staffing, as well as strategies to grow a market-driven business that someone will eventually buy.

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Business Law & Contracts

This course offers provides a basic understanding of the legal framework that businesses generally operate under. It provides students with the ability to recognize and identify potential legal traps. The course also provides practical tips that allow for the review and understanding of basic contract language and provisions.

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Marketing Mastery for Business Builders

Go from a start-up to flourishing enterprise by establishing ten key principles of marketing, a process for developing a communications and marketing plan, and tips on branding to establish your unique value proposition.

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Business Valuation for Advisors

The objective of this course is to provide an overview of the fundamentals of business valuation, enabling advisors to understand the key concepts in this important area and assist clients in facing various types of business transactions, including mergers, transfer of an ownership position, sale of a business, or raising capital.

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MFA™-Retirement and Succession Services Specialist

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Debt and Cash Flow Management

Debt is the number one financial issue in Canada today. This course will help students advise their clients on what debt is and how to use it properly to manage debt and cash flow to accumulate wealth for the future.

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Tax Strategies for Investors

All relevant recent tax changes including, UCCB enhancements, the family tax cut, changes to TFSA contribution limits, and changes to the capital gains deduction are covered in the course. It also incorporates a strategic and tax-efficient investment income planning process which will result in capital accumulations in the right hands within a family.

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Tax Efficient Retirement Income Planning

This course marries tax and financial planning competencies in order to help clients adequately fund tax-efficient income requirements by accumulating, growing, preserving and transitioning wealth through three phases of retirement—pre-retirement, in-retirement and post-retirement.

This course allows advisors to develop a consistent process for multi-generational planning that looks at tax efficiency of both income and capital left for spouses and heirs, using cutting edge tools to predict how sustainable savings will be and what can be done through income averaging, income splitting and tax deferral.

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Portfolio Risk Management in Retirement

This course reviews the measurement and calculation of risk and return from the perspective of clients who are now living longer lives. Largely due to advances in preventing heart disease, more awareness, and healthy lifestyles, Canadians who reach age 65 are more likely than ever to live into their 90s. As a result, retirement income planning is a much longer process in which a focus on continued accumulation and investing is as important as the tax-efficient withdrawal of funds. Capital must be preserved at the same time.

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Fundamentals of Succession Planning

This course will help advisors become valuable resources to their clients in the succession planning process. Key concepts include understanding the importance of succession planning for the business and key positions within the business. It focuses on roles and financial issues, from both the perspectives of a business leader and successor. It also addresses the impact of succession on employees and the business as a whole, and succession of the business to third parties.

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Planning with Trusts

This course provides a detailed primer in the subject area featuring common true to life scenarios because every financial advisor who discusses tax, financial or investment plans with clients should have a basic understanding of the taxation of trusts in order to discuss estate planning options with clients.

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