Educational Options

Educational Options



Join Canada's Preferred Business School for Professional Tax and Financial Advisors.  Knowledge Bureau programming teaches an inter-advisory approach to the four elements of Real Wealth Management which encompasses the needs of multiple generations to build sustainable wealth.

 

Real Wealth Management Curriculum

24/7:  Certificate courses, diploma and designation

The most comprehensive source of continuing education for financial and tax professionals in Canada.

 

KBR:  Knowledge Bureau Report

Every week our experts review the current tax and financial services landscape and bring the highlights right to your inbox. The Knowledge Bureau Report is your one-stop electronic newsletter covering both the Canadian tax and financial services industry.

 

Distinguished Advisor Workshops (DAW):  3 Bootcamps per year

Knowledge Bureau offers three comprehensive professional workshops designed for the busy professional who needs to update and refresh knowledge and skills in technical subject areas, train staff or earn certification for CE/CPD credits.

 

DAC:  Distinguished Advisor Conference

Come think strategically with hundreds of top advisors from across Canada who strive to embrace the challenge of building on client relationships from afar. Learn how to accommodate and adapt your practice to your clients' changing lifestyles and priorities, providing "real time" wealth advisory services no matter where they are around the world.  Don’t miss this year’s DAC!

 

EverGreen Explanatory Notes and Knowledge Bureau Calculators

Explore EverGreen Explanatory Notes for tax research articles, or use Knowledge Bureau calculators for practical reports you can share with your clients.

 

Books

For Canadians, By Canadians, Published in Canada.  Check out our newest tax and wealth management books, hot off the presses!

 

PC:  Associations and Private Client

An Academic Path to Continuing Professional Development for Your Firm.  Partner with a Renowned National Educational Institution  to provide tailored training solutions to meet your firm’s specific and varying professional development needs.