Personal Tax Services Specialist™

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Personal Income Tax Courses for Individuals and Businesses

Your Pathway to the
Personal Tax Services Specialist Designation

Take six courses

As a designated specialist, provide high level advice with deep knowledge and top skills in your field. Study time is flexible.

Take one course at a time

A Great Way to Start. Earn a respected Certificate of Achievement in a course of your choice and up to 30 CE/CPD Credits. Take up to three months.


Personal Tax Services Specialist™ Designation

With your specialization in personal taxation, you’ll provide sound advice and prepare a broad range of returns—from simple to complex.

Custom-Design Your Own Flexible Study Plan

Complete six certificate courses:


Professional Income Tax Course - Entry Level

Professional Income Tax Course - Advanced Level

Investment Tax Strategies


Filing Proprietorship Returns

Filing Final Returns at Death

Filing T3 Returns


Earn a Professional Certificate

Hone your practical skills and fill knowledge gaps in your studies. 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 an enhanced certificate, diploma or designation.

“As a German accountant who came to Canada in the year 2000, I sought an easily accessible, sophisticated and affordable solution to gain knowledge of Canadian accounting rules and regulations. No other post secondary institution offered the same opportunity.

The unique combination of working, practicing and learning - through hands-on training in seminars and workshops, and through online courses with easy-to-follow course material that was challenging and effective - allowed me to build and expand my knowledge, resulting in increasing confidence and competence to build and grow my business.”

- Frank Arnold, DFA - Tax Services Specialist ™

Have You Met Your CE/CPD Requirements?

Please read the Standards of Conduct.

Please read the Standards of Conduct. Designates of Knowledge Bureau require 15 CE/CPD credits before June 30 to re-license their registered marks for the next 12 months.

Please contact us to stay onside with your re-licensing requirements and to receive your VIP designate rates on your tuition fees.

Your Tuition Includes
These All-Inclusive Resources

• Personal course selection consultation
• Virtual campus orientation
• Lesson and study plans
• Personal instructor email support
• Comprehensive Knowledge Journal
• EverGreen Online Research Library
• Knowledge Bureau calculators
• Testing and certification
• CE/CPD accreditation
• Examination, certification and designation

Learn Your Way

Online 24/7

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.

Knowledge Base

Tap into a comprehensive, centralized clearinghouse of trusted information, including great books, Knowledge Bureau Report, online calculators and research libraries.