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Partnership Solutions

Tailored Training

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.

Technical Skills Mastery Courses

DFA - Tax Services Specialist™

Become a specialist in filing a broad range of personal tax returns

  • Income Tax Filing Fundamentals
  • Personal Tax Filing and Planning
  • Advanced Tax Filing and Planning
  • Tax Accounting for Proprietorships
  • Tax Accounting on Death of a Taxpayer
  • Fundamentals of Filing Trust Returns

DFA - Bookkeeping Services Specialist™

Provide professional bookkeeping services across typical business cycles

  • Bookkeeping for Small Businesses
  • Advanced Payroll for Small Business
  • Debt and Cash Flow Management
  • Managerial Accounting and Budgeting
  • Accounting for Multiple Business Profiles
  • Accounting for Business Growth and Transition

MFA™ - Business Services Specialist

Specialize in corporate tax filing and planning

  • Advising Family Businesses
  • Corporate Income Tax Fundamentals
  • Tax Planning for Incorporated Professionals
  • Tax Planning for Corporate Owner/Managers
  • Business Valuation for Advisors
  • Cross Border Taxation

MFA™ - Retirement and Succession Services Specialist

Specialize in providing tax-efficient retirement income and succession planning services

  • Debt and Cash Flow Management
  • Tax Strategies for Investors
  • Fundamentals of Succession Planning
  • Tax-Efficient Retirement Income Planning
  • Portfolio Risk Management in Retirement
  • Planning with Trusts

Business Skills Mastery Courses

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

  • Business Leadership, Culture and Continuity Strategic Business Planning
  • Operation Foundations to Support Business Growth
  • Business Law & Contracts
  • Marketing Mastery for Business Builders
  • Executive Business Builder Retreat *

*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

  • Introduction to Strategic Philanthropy
  • Understanding the Charitable Sector
  • Integrating Gift Planning Vehicles in 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.

Branded Excellence

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.

Bottom Line Value

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.

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