Programs & Courses

Certificate Courses

Continuing Education for Tax and Financial Services Professionals

Knowledge Bureau's extensive list of continuing education courses are designed to help you expand your skill set to better serve the needs of your clients. Registering for a course is also a commitment to better educate yourself about leading-edge trends and strategies in tax and finances. Those looking for CE credits and certification have come to the right place!

Your experience counts. Start at entry level, or engage in professional development.

Tax Planning Courses

Introduction to Personal Tax Preparation

Tax Planning

This course is designed for prospective tax preparers who have no experience with preparing tax returns for others.  The course starts with an introduction to income tax in Canada: who is taxed and what is subject to income tax.  By the end of the first chapter students will be able to prepare a simple tax return for a no-income credit filer.  Subsequent chapters will teach you how to prepare returns for singles, families, students; retirees and investors.  Along the way, you’ll learn about the most common deductions and credits available to Canadian taxpayers.

This course will be released August 2017. Pre-register now!

T3 Basic Tax Preparation (New)

Tax Planning

T3 Basic Tax Preparation (New)

This course introduces the types of trusts that can be created in Canada and how each of them is taxed.  Students will learn how to prepare T3 returns as part of the case study exercises in the course. Upon completion of this course, students will be familiar with the taxation of various trusts and be able to prepare T3 trust returns and prepare T3 slips for beneficiaries.

 

Intermediate Personal Tax Preparation

Tax Planning

Intermediate Personal Tax Preparation

Tax preparation is always timely, as it is the taxpayer's legal right and duty to file a tax return for the entire family to the best benefit of the unit as a whole. But from a tax and financial planner's point of view, it is critical to know the mechanics of tax preparation as a prerequisite to tax efficient financial planning. If you don't know tax, you're missing double digit returns in your plans for real wealth management with your clients.

Advanced Family Tax Preparation

Tax Planning

Advanced Family Tax Preparation

This is a course designed to help you be the most highly professional tax practitioner with excellent investigative skills (conducting the most exhaustive client interviews) and the best research skills (knowing when and where to look for help), using the power of Knowledge Bureau's EverGreen Explanatory Notes to do so. This course picks up from the T1 Professional Tax Preparation – Basic to dig deep on a line-by-line basis to the details professional tax preparers need to know to accurately prepare a broad range of more complicated personal tax returns. This course includes the most current tax changes updated each year.

T1 Professional Tax Preparation – Proprietorships

Tax Planning

T1 Professional Tax Preparation – Proprietorships

Unincorporated small businesses have unique tax preparation and planning requirements. This course gives you access to a broad range of proprietorships including sole proprietors, partnerships, farmers, fishermen, and professionals. You will learn how to complete income statements, capital cost allowance schedules, auto and home workspace schedules, and other unique calculations specific to the profile using the most recent tax laws and budget proposals.

Tax Efficient Retirement Income Planning (New Features)

Investment & Retirement, Succession & Estate Planning, Tax Planning

Tax Efficient Retirement Income Planning (New Features)

This leading-edge program is designed to provide structure and process for advisors interested in specializing in tax-efficient retirement income planning. This is a skillset in great demand by the baby boomer demographic—the most affluent generation in our history—who seek credible, trusted, and expert solutions to their complex retirement planning requirements and view tax erosion as the biggest threat to their wealth.

Cross Border Taxation

Tax Planning

Cross Border Taxation

As baby boomers age and technology makes it possible for people and businesses to operate globally, 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. Advisors who work with affluent boomers must be prepared to discuss cross border taxation with a comprehensive general knowledge, as well as recognize and advise on how certain actions on both sides of the border affect a person’s tax situation.

T2 Tax Preparation for Professional Businesses

Tax Planning

T2 Tax Preparation for Professional Businesses

This course will focus on preparing T2 returns and personal/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 will be an integral part of the course.

 

 

T2 Tax Preparation for Small Business

Tax Planning

T2 Tax Preparation for Small Business

Learn to prepare a T2 corporate return for your small business clients.
The focus of this course is to provide the preparer with an understanding of the business issues and tax options that underlie the taxation of corporate income, so that the return can be prepared accurately, tax is minimized and planning opportunities are identified on a timely basis.

 

Tax Planning for Corporate Owner-Managers

Bookkeeping and Accounting, Tax Planning

Tax Planning for Corporate Owner-Managers

Are you able to advise private business owners and managers about the best way to manage his or her compensation to maximize the amount of after-tax income available? This course has been designed to do just that. You will get a solid understanding of options available when constructing compensation packages, of the salary-dividend-bonus mix to maximize tax efficiency for the owner and each family member, and of 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.

Tax Strategies for Investors

Investment & Retirement, Succession & Estate Planning, Tax Planning

Tax Strategies for Investors

Tax, financial planning and wealth management competencies are required to fund income and capital accumulation goals derived from investments. The advisor must use a strategy and a process geared to preserving, growing and transitioning wealth tax efficiently to the next generation, throughout the lifecycles of individuals within a family.


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