Partner Programs

Custom Education

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.  

"Not all firms are the same.  Not all advisor teams are the same"

Knowledge Bureau is the only educational institute in Canada with the experience to customize your training program and content to your unique needs, integrating your well-known brand into a prestigious national academic program.

Knowledge Bureau is certified by Human Resources and Skills Development Canada (HRSDC) as a private national educational institute providing courses leading to the Distinguished Financial Advisor and Master Financial Advisor (MFA) designations for practicing professionals.

This brochure will introduce you to how a tailored training solution can meet your firm’s unique needs.

For more information contact:

Private Client Services, Attention: The Registrar
Toll Free in North America: 1-866-953-4769

and download our Strategic Partnership Brochure.

Organizations we have worked with

Meet our partners
Advisor's Edge IPBC RPA
AGF Intuit/Quickbooks Richardson GMP
APA&TC Investment Executive Sage/Simply Accounting
BMO InvestorLine ivari Scotia i-Trade
BMO Nesbitt Burns Ledgers Franchisees Scotia Trust
CIBC World Markets Manitoba Securities Commission Sun Life
Credential Financial MoneySense Magazine The Accounting Place
Dynamic Funds Morningstar Thomson Reuters
Franklin Templeton Manulife Toronto Star
Golden Girl Finance RBC U of T Press
Great West Life