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Course Catalogue
All Course Synopsis and Program Selections
Customize Your Pathway to New Credentials:
Earn a Certificate, Diploma or Designation
Start Your Journey to Vocational Skills and Specialization in the DMA™ Designation Program.
For Experienced Professionals, Select the Continuing Education Pathway.
DMA™ - DISTINGUISHED MASTER ADVISOR DESIGNATION
Beginners, start with a cool prep course or dive right into one of Four Areas of Specialization which feature six 30-Hour Certificate Vocational Courses Each. Here’s how it works:
Canada’s Income Tax Fundamentals Course
New! The Starter Program
This stand alone certificate course is a recommended precursor to the Full DMA Vocational Certificate, Diploma or Designation options. Great for those with no prior tax or financial services work experience: 20 hours, 8 chapters, plenty of case studies using professional tax software
The Vocational Certificates
Start Your Pathway to the DMA™
Take one course at a time. Choose from the 30 hour certificates courses listed below.
Take up to 3 months to complete the program.
The Diploma Program
Accelerate Your Pathway to the DMA™
Advance your career with deep and broader knowledge to serve a more diverse clientele. Take 3 Vocational Certificate Courses.
Take up to 9 months to complete the program and save 20% on tuition fees.
The DMA™ Designation Program
Enter the Full Program to Specialization
Make a commitment to become a Specialist. Select one of the 4 programs above. Take 6 courses, as suggested, or choose 4 in one specialty plus 2 from any other.
Take up to 18 months to complete the program and save 30% on tuition fees.
DMA™ - Personal Tax Services Specialist
Work in the Tax, Accounting and Financial Services
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Course Content
Free Trials
Professional Income Tax Filing - Level 1
Perfect for individuals who want to achieve the credentials needed to file income tax returns, professionally, out of their home or office. It is also suitable for those who wish to start a new career with tax preparation, accounting or financial services firms. Growing tax accounting offices will find this to be the right course to train new employees as knowledgeable tax preparers or front desk staff.
Enrol Now Course ContentProfessional Income Tax Filing - Level 2
Fully updated to the latest budget. This comprehensive course delves deeply into the deductions, tax credits, and tax calculations on the personal tax return, with an emphasis on capital gains and losses, and registered and non-registered investment income sources. It overviews common and advanced client profiles, while sending students to the dynamic commentary in EverGreen Explanatory Notes.
Enrol Now Course ContentFiling Proprietorship Returns
This course is designed to teach professional advisors tax preparation for proprietorships, using CRA's prescribed forms—Statement of Business or Professional Activities, Capital Cost Allowance statements, worksheets for reporting home office, automobiles, other assets, inventory control, and cost of goods sold. Students will also learn how to file a GST and T4 return for a proprietorship and will be introduced to the forms required to report farming income (T2042, T1163 and T1164) as well as T2121 used to report income of a fisher.
Enrol Now Course ContentFiling T3 Returns
This course introduces the types of trust that may be created in Canada and how each of them is taxed. You will learn how to prepare T3 returns as part of the case study exercises in the course. Case studies include the filing of trust returns, slips, and slip summaries for trusts.
Enrol Now Course ContentFiling Returns at Death
This course deals comprehensively with the taxation of individuals at death. The student will gain a thorough understanding of how income, as well as capital accumulations, are taxed when the taxpayer dies as well as strategies to minimize those taxes.
Enrol Now Course ContentTax Efficient Retirement Income Planning
In this course you will learn a process for helping clients answer their most pressing question about retirement income planning: Will we have enough? By understanding retirement trends leading to a sound knowledge of resulting retirement income periods, the student will understand the focus of planning in three periods: pre-retirement, in-retirement and post-retirement.
Enrol Now Course ContentDMA™ - Accounting Services Specialist
WORK IN THE TAX, ACCOUNTING AND BOOKKEEPING INDUSTRIES
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Course Content
Free Trials
Basic Bookkeeping in a Digital World
This introductory course is ideal for professionals in the bookkeeping tax and financial services who wish to train their own administrative staff to prepare company books, or train staff to prepare books for others. It is an excellent course for bookkeepers who may know how to operate the software, but have not taken a theoretical accounting course.
Enrol Now Course ContentAccounting for Multiple Business Profiles
You will study advanced bookkeeping for a variety of business profiles, using the features of SAGE 50 and Intuit Quickbooks Desktop.
Enrol Now Course ContentAdvanced Payroll for Small Business
An incorrect approach to the technical side of payroll poses a risk to both employers and their employees: it can cost them money, cause them to incur penalties with the Canada Revenue Agency or worse face legal ramifications. Advanced Payroll will help you become a more astute compliance manager that prepares accurate payroll, who understands the necessary requirements of an employer, federally and provincially, and who can meet the demands of an evolving digital workforce.
Enrol Now Course ContentBudgeting and Forecasting for Small Business
This course in the Bookkeeping Services Specialist designation program is ideal for bookkeeping, tax, and financial service professionals to gain the skills needed to assist or direct the budgeting process. The course contains references to IFRS and ASPE as well as an updated QuickBooks example.
Enrol Now Course ContentAccounting for Business Growth and Transition
This course addresses a range of areas that might be encountered during the evolution and growth of a company. Topics include organizational structures, consolidated financial statements, foreign exchange, due diligence requirements, and approaches for structuring a business transition. In addition, you will gain an understanding of how to take a leadership role in creating a value-centred department that could help to support the growth and development initiatives that occur over the lifecycle of a business.
Enrol Now Course ContentDebt and Cash Flow Management
This course is ideal for professionals in the tax, bookkeeping and financial services looking for more confident skills to proactively help clients plan for and manage their financial health, especially in a post-pandemic world. The focus is first on understanding the real cost of debt, both personally and in business, and how to use it in a healthy manner to meet financial goals, while minimizing expensive, or worse, catastrophic outcomes.
Enrol Now Course ContentDMA™ - Corporate Tax Services Specialist
WORK IN THE TAX, ACCOUNTING AND WEALTH ADVISORY OFFICES
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Course Content
Free Trials
Corporate Tax Filing Fundamentals
This course serves as an introduction to the preparation of a corporate income tax return for a small business operating under a corporate structure as a Canadian Controlled Private Corporation (CCPC). The case studies included in this course include the preparation of corporate tax returns for the current year. This course contains all known changes that will apply to future years.
Enrol Now Course ContentTax Planning for Corporate Owner-Managers
This course has been designed to teach you how to advise private business owners and managers about the best ways to manage his or her compensation to maximize the amount of after-tax income available. You will gain a solid understanding of the options available when constructing compensation packages. These options include salary-dividend-bonus mixes that maximize tax efficiencies for the owner and each family member. As well you'll learn about constraints imposed by income tax and other laws so you can provide sound advice to the employer or client on compensation planning all year long.
Enrol Now Course ContentTax Planning for Incorporated Professionals
This course focuses on personal and corporate tax planning for small to medium-sized businesses, owned and operated by professionals, with a special focus on financial advisors and medical practitioners. Retirement and succession planning is also an integral part of the course.
Enrol Now Course ContentCross Border Taxation
This course focuses on emerging issues as baby boomers age, technology makes it possible for people and businesses to operate globally, and economic changes make it appealing for people and businesses to purchase investment property globally. As well as the increase in the sharing of financial information between countries, cross border taxation issues become key for cross border employment, entrepreneurship or asset ownership, as does the issue of residency and U.S. citizenship.
Enrol Now Course ContentUse of Trusts in Tax and Estate Planning
For most Canadians, and many of their advisors, the use of trusts in tax and estate planning is in focus for higher net worth families with complex business or financial dealings; no concern, really, until someone dies. Most people understand that upon death of a taxpayer, it is possible to have assets held in trust until distribution or for income or capital distribution, depending on the deceased’s wishes in the Will.
Enrol Now Course ContentSuccession Planning for Owner-Managers
This course will help advisors become valuable resources to their clients in the succession planning process. Key concepts include understanding the importance of succession planning for the business and key positions within the business. It focuses on roles and financial issues, from both the perspectives of a business leader and successor. It also addresses the impact of succession on employees and the business as a whole, and succession of the business to third parties.
Enrol Now Course ContentDMA™ - Small Business Services Specialist
EXECUTIVE EDUCATION FOR LEADERS AND OWNER-MANAGERS
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Course Content
Free Trials
Leading Teams
Business leadership is challenging for most skilled entrepreneurs as their companies move through growth development phases. Leading people and organizations is not pure science and requires continuous development and change. Adopting and applying some of these core concepts can help ensure that you lead your organization effectively through its growth phases.
Enrol Now Course Content Program GuideBuilding Business Plans
Business leaders tend to become so immersed in working within their companies that they do not take the time to plan effectively. This situation can be problematic for many reasons, including a lack of organization, focus, and financial success. Since external parties, such as financial partners and investors, have specific expectations concerning business planning, it can often be challenging to support growth plans and transactions without the right preparation in place.
Enrol Now Course ContentScaling Small Business Operations
Planning for sustainable growth requires a framework for operations around which client relationships can be built and retained. This course teaches how to structure the core operational areas required to successfully build and manage a company, including finance, administration, sales, marketing and staffing, as well as strategies to grow a market-driven business that someone will eventually buy.
Enrol Now Course Content Program GuideAdvising Family Businesses
Many small businesses in Canada are owned and operated by individuals who are at or near retirement age and qualified advisors have an opportunity to assist them in planning and implementing succession plans. This course will teach you to create strategies that can help clients and their companies’ function smoothly.
Enrol Now Course ContentUnderstanding Business Valuation
The objective of this course is to provide an overview of the fundamentals of business valuation, enabling advisors to understand the key concepts in this important area and assist clients in facing various types of business transactions, including mergers, transfer of an ownership position, sale of a business, or raising capital.
Enrol Now Course ContentInvestment Tax Strategies
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 objective is to save capital and earn investment income with tax-efficiency and then to average down the tax paid on both by arranging to share with family members within the tax rules allowed. As important: planning to avoid tax erosion of the capital at transition times.
Enrol Now Course ContentContinuing Education for Experienced, Designated or Licensed Professionals
RWM™ - Real Wealth Manager Designation Program
In this 18-module online program, learn how to manage your clients’ strategic wealth plan as you work as the relationship manager of a multi-advisory and multi-generational team on behalf of your clients.
*Includes 15 professional software tools.
Accreditation: 30 KB | 20 CIRO PD (cycle 10) | 20 AIC Life | 30 ICM | 20 MFDA PD
MFA-P™ - Philanthropy Program
This program features three comprehensive courses:
Introduction to Strategic Philanthropy
Understanding the Charitable Sector
Strategic Gift Planning
Accreditation: 25 KB | 25 CAGP | 14 IAFE & 1 Ethics | 20 CIRO & 3 Compliance Credits | 15 MFDA PD
New: Lifecycle Transitions Planning Certificate
Choose 15 CE Savvy Biz Ed Modules from a selection of 80 topics chosen to help engage more effectively in wealth management conversations: Especially for professionals and business owners.
Accreditation: 15 KB | 15 IAFE | 15 ICM | 15 MFDA | 15 FP Canada
New: Advanced Family Tax Compliance Diploma
Critical updates! Take all four of Canada’s most popular CE Summits and the accompanying online courses covering audit defence, year end tax planning for investors and owner-managers, the annual advanced T1 Tax update and retirement and estate planning.
Accreditation: 60 KB and several third party accreditors.
FDFS™
Knowledge Bureau Faculty Training and Recognition Program
Fellow of Distinguished Financial Specialists are recognized for the exceptional professional experience, academic achievements and commitment to the engaging others in high standards of knowledge, skills and practice management through teaching, course writing and delivery as well as mentorship and student support in the delivery of Knowledge Bureau courses.
Research and Client Facing Software Tools
The Evergreen Explanatory Notes Library and Knowledge Bureau Discovery Calculator tools, included with certificate, diploma and designation programs provide access to ongoing tax and economic changes at CRA and Finance Canada. Subscriptions are available post-graduation for continuing professional development. These resources support the publication of Knowledge Bureau Report, a weekly newsletter which interprets breaking tax, economic & investment news.
Workplace Training - Private Client Programs
Customized curriculum development for strategic partners in business workplaces, associations, mutual fund companies, banks and insurance companies.
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.
