Become a Personal Tax Specialist

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Faculty of personal taxation Your Potential is Limitless™

Expand on the role of the traditional tax preparer. Offer holistic income tax filing and planning services to save your family and clients money on income and savings.

Choose Your Pathway—three Options

EARN YOUR 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 up to 18 months to finish.

EARN A DIPLOMA
Take three courses

Become a skilled practitioner, providing practical solutions with your enhanced credentials. Take up to a year to complete your Diploma.

EARN A CERTIFICATE
Take one course

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

“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 ™

PATHWAY 1​

Attain Your DFA-Specialist™ Designation as a Personal Taxation Specialist

With your specialization in personal taxation, you’ll provide sound advice and prepare a broad range of returns—from simple to complex—and then help families accumulate, grow, preserve and transition wealth with tax-efficiency. You’ll offer year-round counsel tailored to your clients’ specific financial goals.

Custom-Design Your Own Flexible Study Plan

Complete six certificate courses:

PRACTICAL SKILLS

Income Tax Filing Fundamentals

Personal Tax Filing and Planning

Advanced Tax Filing and Planning

STRATEGIC KNOWLEDGE

Tax Accounting for Proprietorships

Tax Accounting on Death of a Taxpayer

Fundamentals of Filing Trust Returns

PATHWAY 2

Earn a Diploma as a Certified Personal Tax Practitioner

More than a tax data entry clerk, the highly skilled Certified Personal Tax Practitioner is a professional who understands CRA’s processes, but brings so much more to the client relationship: the precise application of all tax preference the family is entitled to.

Advance Your Career. Choose three courses from the Practical Skills list above and learn the proficiencies you’ll need to provide professional bookkeeping services. Your New Core Competencies:

  • Operational Skills: Exposure to true-to-life case studies will help you become proficient at preparing personal tax returns.
  • Technical Proficiencies: Develop research and analytical expertise to conduct client interviews and prepare more complex tax returns using professional software.
  • Strategic Planning: Prepare “what if” scenarios for individuals, couples, families, seniors, investors, and proprietors to ensure they pay only the correct amount of tax and benefit from all tax credits.

PATHWAY 3

Earn a Professional Certificate

Get started on your Diploma or Designation Program with your first certificate course. 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 a diploma or designation. Every online course provides 30 CE/CPD credit hours.

Have You Met Your CE/CPD Requirements for 2019?

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 2020.

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

Learn Your Way

Online 24/7

Education that fits your schedule and your pace. Enrol and start learning the same day. PLUS you can create your own program of studies and timeframes. OPTION: Add Peer-to-Peer Classroom or Conference Experiences.

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In-Class

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.

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In-Conference

Annual three-day Distinguished Advisor Conferences and cooccurring Business Builder Retreats focus on finding solutions for the challenges faced by businesses in a global marketplace.

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Knowledge Base

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

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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