Knowledge Counts: Upgrade Your Skills Today

Now’s the time to prepare for next tax season by upgrading the skills of you and your team. Start the DFA-Tax Services Specialist™ Designation program for the “a-ha” moments and finish it for the opportunity to connect and differentiate. Enrol by June 15 and attend DAW as our guest.

The DFA-Tax Service Specialist Designation is designed to help you successfully practice T1 tax preparation and planning for a variety of clients, including individual and family filers, proprietorships and partnerships, investors, and those involved in cross border activities.

• T1 Professional Tax Preparation – Basic
• T1 Professional Tax Preparation – Intermediate
• T1 Professional Tax Preparation – Advanced
• T1 Professional Tax Preparation – Proprietorships
• Final Returns on Death of a Taxpayer
• Cross Border Taxation

Two More Ways to Specialize

DFA – Bookkeeping Services Specialist™
Strengthen your competencies in doing books for proprietorships and micro-businesses using generally accepted accounting principles to enter transactions into popular bookkeeping software programs, prepare and explain the results of financial statements, provide expert assistance in preparing government remittances, budgets, payroll, and prepare T-slip summaries for owner-managers and their staff.



MFA – Business Services Specialist™
Having an MFA is not simply about the money, the product, or the plan—it’s about creating and managing inter-advisory relationships with ideal clients. Prepare financial statements and T1 and T2 tax returns for the families of small and medium-sized business enterprises on start-up, throughout the lifecycle of the business—from start-up, to mid-term growth and on transition to the next business owner.

 
 

Continuing Professional Development That Adds Value To Your Advisory Practice

Everything is Included – Everything you need is included in your tax-deductible tuition fees. Plus, returning Knowledge Bureau clients get discounted VIP rates on our ongoing courses, workshops, and conferences geared to the financial services industry.
 
Fits Your Schedule – Study 24/7 – We know that successful wealth management professionals like you are busy. Our world-class online study environment is available to you whenever your schedule permits, for easy integration of ongoing professional development into your life.
 
Top Instructors and Course Authors – Knowledge Bureau faculty members are some of the leading minds in the financial services industry today, and they are available to answer your questions personally. Intimate access to experts anytime is an invaluable benefit unique to the Knowledge Bureau professional development experience.
 
Accreditation and Certification – Earn CE/CPD credits while you join a national network of top wealth advisors. Knowledge Bureau courses are recognized by a wide variety of organizations in Canada, including IPBC, RPA, APA&TC, and various provincial insurance councils and accounting associations.
 
Access to Additional Tools – EverGreen Explanatory Notes are an indispensable resource when interacting with your clients during financial planning sessions and especially during tax season. With over 800 indexed articles curated by a professional tax research team, it’s never been easier to be prepared for clients’ questions around tax efficiency and its impact on financial planning and decision-making. Knowledge Bureau Calculators assist with the planning process by providing powerful tools for analysis and scenario construction on topics ranging from debt reduction to retirement planning to tax efficiency through the wealth lifecycle.
 

Join a National Network of Distinguished Financial Advisors – Register Today!