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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!

Choose from:

  • Advanced tax and financial planning courses
  • Personal income tax courses for individuals and businesses
  • Advanced bookkeeping and accounting courses
  • Advanced charitable gift planning courses
  • Business growth and development courses
  • Corporate tax and bookkeeping courses
  • Retirement planning and pension income courses

How to Enrol​ In Online Tax and Financial Courses:

  1. Choose your pathway. Select a designation 6 courses that appear below in blue. Or select from individual certificate course that appear below in white.

  2. Enrol online by clicking the enrol button next to your selection. Or, download our PDF application form indicating your selections and enrol by phone, fax, or email.

RWM™ - Real Wealth Manager Designation Program

Advanced Tax and Financial Planning

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RWM™ - Real Wealth Manager Designation 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™ Program

Personal Income Tax Courses for Individuals and Businesses

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Professional Income Tax Course - Entry Level

Income tax preparation is always timely; an essential service for families to obtain tax refunds, refundable tax credits and make tax-efficient investment decisions. In this comprehensive, yet easy-to-learn professional income tax course, learn using true-to-life case studies and student versions of professional income tax filing software. Learn how to use income tax provisions to the best benefit of each individual and the household as a whole, filing their income tax returns accurately and with confidence.

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Professional Income Tax Course - Advanced Level

The 2020 Professional Advanced Tax Filing Course for 2019 tax returns is a certificate course that qualifies you to prepare advanced level tax returns for individuals, investors and unincorporated small business owners. Perfect for experienced tax practitioners, it takes a deep dive into the changes on the federal and provincial tax returns, but in addition, provides an advanced theoretic journey into complex investment and small business topics. A detailed table of contents follows.

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Filing Proprietorship Returns

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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Filing Final Returns at Death

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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Filing T3 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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Canada - U.S. 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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DFA-Bookkeeping Services Specialist™ Program

Advanced Bookkeeping and Accounting Courses

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Basic Bookkeeping in a Digital World

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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Budgeting and Forecasting for Small Business

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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Advising Family Business

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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Pandemic Relief Provisions

Don’t miss this important opportunity to give high-value advice to your financially-stressed clients.

Every professional in the tax, bookkeeping or financial services must know how to sort through the chaotic myriad of benefits and their tax-audit pitfalls.

The Emergency Pandemic Benefits Response Course is now available and features 9 recorded speaker presentations.

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. The value is priceless: your clients want to know how to access support in their most difficult financial hours. Feel more confident and in-the-know about the government supports – and significant debt and audit risk – your clients might be signing up for.


Theme: Sound Advice for Tough Times - Planning for Income and Business Recovery

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Master Financial Advisor - Philanthropy Program

Advanced Charitable Giving Planning Courses

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Introduction to Strategic Philanthropy

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

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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. Using true-to-life case studies, the student will learn to anticipate how to help clients maximize their gifts and make impactful gifts while minimizing the costs of giving.

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Understanding the Charitable Sector

Obtain a deeper knowledge of emerging philanthropic and fundraising trends. Learn to guide clients’ giving objectives towards the investment options and charitable structures that ensure gifts will be used wisely and according to their wishes.

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MFA™-Business Growth Program

Business Growth and Development Courses

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Leading Teams

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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Building Business Plans

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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Scaling Business Operations

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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Understanding Employment and Contract Law

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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Building and Communicating Your Brand

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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Understanding Business Valuation

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™-Business Services Specialist Program

Corporate Tax and Bookkeeping Courses

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Corporate Tax Filing 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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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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Basic Bookkeeping in a Digital World

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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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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Understanding Business Valuation

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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Advising Family Business

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™-Pension & Estate Services Specialist Program

Retirement Planning and Pension Income Courses

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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.

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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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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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Investment Tax Strategies

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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Succession Planning for Owner-Managers

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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Behavioural Finance in Risk Management

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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Learn Your Way

Online 24/7

Every course you take with Knowledge Bureau counts on your academic pathway. Qualify for tuition rebates by taking a certificate course, diploma program or designation program.

In-Class

Complement your online education with CE Summits. Held in November, January and May, these one-day, instructor-led workshops offer peer-to-peer learning experiences to students who prefer studying in groups.

In-Conference

Annual three-day Distinguished Advisor Conferences focus on finding solutions for the challenges faced by businesses in a global marketplace.

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