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Business Solutions

Many of Canada’s leading financial firms have formed strategic educational partnerships and alliances with Knowledge Bureau in providing financial education for continuing professional development, employee or franchisee training for use across advisory and consumer channels. These firms understand the value of partnering with a world-class educator that creates cost-effective, success-based training strategies.

Consider the benefits of working with Knowledge Bureau. We’ll deliver a resource-smart educational plan designed to lead your team to exceptional results. Whatever the size of your employee group, sales force or advisor team, we’ll devise an accredited program that fits your CP and CPD needs and your schedules.

Talk to Us

We’re here to help. For information about how our upskill solutions can make a difference to your bottom line, email Knowledge Bureau’s Registrar at reception@knowledgebureau.com or call us toll-free in North America at 1-866-953-4769.

Volume discounts are available.

Some of Our Partners

Knowledge Bureau has worked closely with AGF to develop a robust program around tax, retirement, and estate planning that encompasses sales tools, webcasts, and online calculators. AGF also recognizes that Continuing Education for advisors is becoming increasingly important and Knowledge Bureau provides CE credit modules to the group.

Dynamic Funds was established as a small investment club in Montreal in 1957. Since then, we have evolved to become one of Canada’s most recognized asset management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs.

As part of its commitment to ongoing professional development, Sun Life Financial partnered with Knowledge Bureau to create Tax in Practice, a series of 10 CE modules covering the most recent tax reform changes. Tax in Practice provides opportunities for advisors to deepen their knowledge and approach the needs of family business clients with high-value advice.

Founded in 1997 by CEO John T. Hewitt in Winnipeg, Manitoba. Liberty Tax is one of the fastest-growing tax preparation franchises and continues to prepare individual income tax returns at over 250 offices across Canada and 4,400 offices across North America. Liberty Tax and its nationwide network of about 3,500 seasonal tax preparers are ready to offer their assistance at any time. Liberty Tax also supports local communities with fundraising endeavours and contributes as a sponsor for many charitable causes.

To provide specific taxation training to its clients and their staff, TaxCycle partners with Knowledge Bureau to offer up-to-date information and commentary through EverGreen Notes. The information is ideal for training new staff and assisting seasoned advisors to continue their learning and enhance their portfolios of service.

Intuit is a leading software provider of business and financial management solutions for accounting, bookkeeping and tax professionals, small and mid-sized businesses, and consumers.

We offer a full suite of financial software products for accountants and tax professionals. Our premium tax software ProFile, includes T1s, T2s, T3s, and Other Forms. Our robust accounting software packages include QuickBooks Desktop, and cloud based QuickBooks Online Accountant Edition.

Partner Experience

As part of our commitment to ongoing professional development, Sun Life Financial has partnered with Knowledge Bureau to bring you Tax in Practice, a series of 10 CE modules covering the most recent tax reform changes. Tax in Practice provides opportunities for advisors to deepen their knowledge and approach the needs of family business clients with high value advice. We are proud to partner with Knowledge Bureau and help advisors amplify their practice.

—Samara Charters, Senior Manager, Strategic Business Development

Organizations we Have Worked With

Advisor’s Edge

IPBC

PBA-Canada

AGF

Intuit/Quickbooks

Richardson GMP

ATAP

Investment Executive

Sage/Simply Accounting

BMO InvestorLine

ivari

Scotia i-Trade

BMO Nesbitt Burns

Ledgers Franchisees

Scotia Trust

CIBC World Markets

Manitoba Securities Commission

Sun Life

Credential Financial

MoneySense Magazine

The Accounting Place

Dynamic Funds

Morningstar

Thomson Reuters

Franklin Templeton

Manulife

Toronto Star

Golden Girl Finance

RBC

U of T Press

Great West Life (Canada Life)