Partnership Solutions

Group Training

When you partner with Knowledge Bureau for your continuing education requirements, you’ll be providing your association or business with specific training that meets their specific and varied professional development needs.

Online Courses

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.

Live Programming

Our lineup of conferences and workshops consists of CE Summits, held three times a year at a major city near you and the annual top-flight Distinguished Advisor Conference, held especially for our distinguished graduates and designates.

The event delegates are thought leaders from across the financial services. They cover the latest strategic, technical and behavioral finance issues in personal, corporate and cross border tax filing, bookkeeping and accounting, investment, retirement, succession and trust and estate planning.

Talk to Us

We’re here to help. For information about how our upskill solutions can make a difference to your bottom line, email us at noting in the subject line: Managing Director, Enterprise Solutions.

Or call us toll-free in North America at 1-866-953-4769.

World-Class Educators

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.

Partner Experience

Intuit is very proud to partner with Knowledge Bureau and is dedicated to supporting initiatives focused on building financial excellence in training and development for bookkeeping and tax professionals. We look forward to contributing to and supporting Knowledge Bureau.

—Scott Zandbergen, Group Marketing Manager, Intuit