Provide an essential financial services in your community filing personal tax returns as a designated professional. Offer high-value advice on the best after-tax outcomes for multiple generations.
Expand on the role of a traditional tax preparer with tax filing and planning services to help families reduce the taxes they pay.
There are six personal income tax courses in this program:
Bonus: Register by Sept 15 and attend Sept CE Summit at no charge. Value $790.
Choose the session that is right for you:
Tuition fees paid to Knowledge Bureau qualify for the tuition fee credit, and for some students the Canada Training Credit which provides a refundable credit of up to 50% of tuition. View Funding options for more information.
This course introduces the five anchor profiles upon which every personal tax return is based-credit filing, employees, families and children, investors, and seniors.
This course overviews common and advanced client profiles. Included is the dynamic and comprehensive tax research library: EverGreen Explanatory Notes.
This course for professionals focused on the self-employed business owner that is not incorporated.
This course introduces the types of trusts that may be created in Canada and how each of them is taxed.
This course deals comprehensively with the taxation of individual’s final tax returns and the new relationship executors have in responsibilities with the CRA.
This course covers a strategic and tax efficient investment income planning process which places capital accumulations in the right hands of individuals in the family.
“The content in each course at the Knowledge Bureau was superior to most courses I have taken at other institutions. Navigating the courses was easy and the online instruction, readings and exercises were geared towards real life, which made things easier to understand.”
Melanie Adams, ON
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.