Partnership Solutions

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Please check your email for our response and special incentives. Feel free to reach out to us at 1-866-953-4769 for more information.

You Too Can Offer World-Class Financial Education for World-Class Success

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.

Some of Our Partners

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.

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.

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.

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

Volume discounts are available.

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