As a designated specialist, provide high-value advice to help people meet goals and responsibilities. Study time is flexible—take up to two years to finish.
Knowledge Gap? Earn a respected Certificate of Achievement in a specific core competency. Take up to three months and earn up to 30 CE/CPD Credits.
There has never been a more important time to provide specific and highly qualified business tax knowledge to your clients. New and complex tax rules
relating to income splitting and investment strategies for private family businesses are complex and potentially very expensive. Your small business client has most certainly acquired new tax audit risk.
Who should take it? Advisors who want to help their clients better understand insurance and investment decisions required because of the new tax rules. This specialized training will not only help you work with increased professionalism with your clients’ accountants and legal advisors, but, you will be better equipped to answer the question: should I invest inside or outside of my corporate structures.
Custom-Design Your Own Flexible Study Plan
Complete six certificate courses:
Get started on your Diploma or Designation Program with your first certificate course. Hone your practical skills and fill knowledge gaps. Shore up your professional development with a single certificate course from the list above. It’s a great way to fulfill professional development requirements and start on your pathway towards a diploma or designation. Every online course provides up to 30 CE/CPD credit hours.
“My new MFA designation is a great talking point with clients and prospects. It shows that I am continuing to learn and grow as an advisor which ultimately adds to their confidence in the quality of advice they receive. I have found that the new designation also increases the frequency and quality of referrals. The MFA program is thorough, leading edge and fun. The combination of the written journal with the audio CD and the on-line tools is a great way to absorb and adopt more complex concepts and solutions.”
- Douglas V. Nelson, MFA™
Please read the Standards of Conduct. Designates of Knowledge Bureau require 15 CE/CPD credits before year end to re-license their registered marks for the next calendar year.
Please contact us to stay onside with your re-licensing requirements and to receive your VIP designate rates on your tuition fees.
Every course you take with Knowledge Bureau counts on your academic pathway. Qualify for tuition rebates by taking a certificate course, diploma program or designation program.
Complement your online education with CE Summits. Held in November, January and May, these one-day, instructor-led workshops offer peer-to-peer learning experiences to students who prefer studying in groups.
Annual three-day Distinguished Advisor Conferences focus on finding solutions for the challenges faced by businesses in a global marketplace.
Tap into a comprehensive, centralized clearinghouse of trusted information, including great books, Knowledge Bureau Report, online calculators and research libraries.