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Knowledge Bureau is a widely respected education institute and publisher based in Canada. Our world-class financial education is innovative, informative, and in-depth, with an academic approach focused on knowledge, skill building, and leadership.

Since 2003, we have trained thousands of advisors to provide high-value tax, bookkeeping and financial services to individuals, families, small business owners and corporate clients. We achieve this by offering students a multi-channeled academic pathway that includes online courses, live- learning events facilitated by industry leaders, and insightful books that focus on strategic solutions in providing tax, retirement, business and wealth management services.

When you have educated over 10,000 tax and financial services professionals since 2003, your commitment to excellence becomes a hallmark of your company. At Knowledge Bureau, we’re proud of our students’ dedication to life-long learning and their professional achievements after graduation. Every day, their example inspires our dedicated team of leaders, managers and administrators to continue developing and delivering world-class financial education.

Knowledge Bureau By the Numbers

Since 2003, Knowledge Bureau has developed and delivered a world-class financial education to a growing number of professionals in the tax and financial services industry.

Over 560,000 Online course module registrations leading to CE/CPD credit

Over 16,500 Knowledge Bureau Report (KBR) subscribers

Over 19,800 Technical training certificates issued

Over 9,600 Active certificate course students in diploma and designation programs

Over 1,600 DFA™ and MFA™ and RWM Designation program students

Over 11,100 CE Summits & Distinguished Advisor Conference attendees

Anytime, Anywhere Learning

Wherever you are in the world, your pathway to specialization is available in real time. Choose from an array of immediately accessible online courses or take a blended learning approach that includes instructor-led workshops and conferences to supplement your virtual studies.

Your studies will lead to professional credentials—the prestigious RWM™, MFA™, MFA-P™ or DFA-Tax or Bookkeeping Services Specialist designations. Or choose a certificate or diploma to enhance your occupation’s credentials or need for ongoing CE/CPD credits.

A Knowledge Bureau education is ideal for training new or returning staff, too.

What We Offer


Every course taken with Knowledge Bureau engages the student in an academic pathway towards prestigious credentials including CE/CPD credits, certificates of achievement, diplomas and designations. We offer training for individuals or for enterprises—large or small.

  • Post-secondary education for individuals
  • Prestigious designations: DFA™-Tax or Bookkeeping Services Specialists, MFA™, MFA-P™ and RWM™
  • Industry recognized diploma and certificate courses
  • Workforce training solutions for large & small enterprises • Private-labelled or co-branded course modules
  • Custom-designed in-class or workshop programs
  • Keynote speakers and instructors

Student Experience

The stream of courses teaches not only the practical application of tax legislation and interpretation but also the most advantageous skill set— how to think. The courses give you the information required, but not on a platter. You need to develop the ability to think in order to apply the lessons learned in a practical manner.

—Alan Rowell, RWM™, MFA™, DFA-Tax Services Specialist, Ontario

Knowledge Bureau is in the forefront of the industry… it is a game changer,” says Stefanie Keller, CFP®, RWM™ and CEO of Stellar Wealth and Tax Solutions in Winnipeg.

—Stefanie Keller, CFP®, RWM™