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Earn the DFA-Specialist™ Designation
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
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
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.
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.
In-Conference
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.
All-Inclusive Resources
• 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
