When you partner with Knowledge Bureau for your continuing education requirements, you’ll be providing your association or advisory channel with tailored training that meets their specific and varied professional development needs.
We are certified by Human Resources and Skills Development Canada (HRSDC) as a private national educational institute that provides courses leading to industry designations for practicing professionals. Most professional organizations and industry associations also accredit graduates for their continuing professional development as well.
Our prestigious RWM™, MFA™, MFA-P™, and DFA-Specialist™ designations and comprehensive diploma programs are supported by a suite of challenging and in-depth certificate courses, which can be custom-designed for your specific needs. We can offer these programs on a branded, co-branded or white-labelled basis. Please contact us to discuss your needs and unique initiatives on a confidential basis.
DFA - Tax Services Specialist™
Become a specialist in filing a broad range of personal tax returns
DFA - Bookkeeping Services Specialist™
Provide professional bookkeeping services across typical business cycles
MFA™ - Business Services Specialist
Specialize in corporate tax filing and planning
MFA™ - Retirement and Succession Services Specialist
Specialize in providing tax-efficient retirement income and succession planning services
RWM™ - Real Wealth Manager Program
The Pre-Eminent Standard in Holistic Wealth Management Services
MFA™ - Executive Business Growth
Specialist Specialize in helping business owners scale up their enterprises
*a great peer-to-peer event or substitute with the Business Evaluation for online course
MFA-P™ - Philanthropy Services Specialist
Bring high value advice to impactful investment and estate planning
We’re here to help. For information about how our upskill solutions can make a difference to your bottom line, email us at email@example.com noting in the subject line: Managing Director, Enterprise Solutions.
Or call us toll-free in North America at 1-866-953-4769.
Knowledge Bureau’s customized tax and financial services training solutions are developed and delivered by a team of industry-leading faculty members, authors, speakers and academics. They are led by Evelyn Jacks, Knowledge Bureau’s founder and president, who has directed training for tens of thousands of professionals in Canada and beyond.
We’ll integrate your brand into a prestigious regional or national academic training program. Knowledge Bureau is Canada’s only financial educator with the experience and expertise to custom-design the content of your company’s in-house training programs and refine it to your unique regional, provincial or national needs in the multi-disciplinary areas of professional bookkeeping, personal, trust and corporate taxation, investment, retirement, wealth and succession planning, business development and leadership.
Customized training doesn’t have to cost millions of dollars. A partnership with Knowledge Bureau means you’ll receive a world-class turnkey training program without incurring the high cost of curriculum development.
We can help you build a unique advisor education strategy that meets your budget and exceeds your expectations. This includes training advocacy that involves partial or full sponsorship of individual courses leading to accreditation or complete accreditation programs.
Knowledge Bureau cares about you and your team. Beyond training, we provide ongoing support with the latest tax and advisory information and analysis to keep advisors at the leading edge of the industry.
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