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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.
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
Lifecycle Transitions Planning Certificate
CE for Professionals
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.
Advanced Family Tax Compliance Diploma
Critical Technical Studies for Professionals
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.
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. All programs are listed below.
Provide an essential financial services in your community filing personal tax returns as a designated professional. Offer high-value advice on the best after-tax outcomes for multiple generations.
Expand on the role of a traditional tax preparer with tax filing and planning services to help families reduce the taxes they pay.
There are six personal income tax courses in this program:
- Professional Income Tax Filing - Level 1
- Professional Income Tax Filing - Level 2
- Filing Proprietorship Returns
- Filing T3 Trust Returns
- Filing Final Returns at Death
- Tax-Efficient Retirement Income Planning
Professional Income Tax Filing - Level 1
This course introduces the five anchor profiles upon which every personal tax return is based-credit filing, employees, families and children, investors, and seniors.
Professional Income Tax Filing - Level 2
This course overviews common and advanced client profiles. Included is the dynamic and comprehensive tax research library: EverGreen Explanatory Notes.
Filing Proprietorship Returns
This course for professionals focused on the self-employed business owner that is not incorporated.
Filing T3 Trust Returns
This course introduces the types of trusts that may be created in Canada and how each of them is taxed.
Filing Final Returns at Death
This course deals comprehensively with the taxation of individual’s final tax returns and the new relationship executors have in responsibilities with the CRA.
Cross 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.
Assist clients with accurate data processing and compliance procedures.
With your in-depth knowledge and high-level skills, you’ll assist clients with accurate data processing and compliance procedures.
Help business owners stay onside with the CRA and on top of financial statements.
``This was an excellent course. Even after working in this business for over 10 years, I found some pieces of information which
renews my confidence that I am on top of things”.
- Brenda Cross, Fiske, SK
Bookkeeping in a Digital World
Bookkeeping in a Digital World is the perfect course for professionals in the bookkeeping, tax and financial services who wish to train their administrative staff to prepare company books, or for those with the professional role of preparing books for others.
Accounting for Multiple Business Profiles
In this course, you will learn to manage the bookkeeping functions for a variety of companies to deliver financial results from the simplest to a complex company. Using the features of SAGE 50 and Intuit QuickBooks Desktop, learn advanced bookkeeping for a variety of business profiles.
Advanced 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.
Budgeting 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.
Understanding 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.
Accounting 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.
Understand family-owned enterprises throughout the lifecycle of the business - from startup to successful transition.
Learn about corporate tax filing fundamentals and then help owner-managers who may include incorporated professionals plan compensation: salary, dividends, capital gains and bonuses. Assist with transition and succession planning pain points.
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).
Tax 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.
Tax 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.
Investment 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.
Succession Planning for Corporate 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
Tax Efficient Transition 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.
Business owners need to work on their businesses instead of just in them. Help develop business and succession plans as well as foundational policies and procedures to position the firm to scale. Learn more about business contract law, privacy and security matters critical to business success.
Courses:
- Leading Teams
- Building Business Plans
- Scaling Business Operations
- Understanding Contracts
- Privacy Principles
- Succession Planning
Leading Teams
This course will help you understand what is required to build your skills and to be prepared for continuous change as your business evolves towards expansion and maturity.
Building Business Plans
Learn more about how to structure and plan for the financial results you need to grow a market-driven business someone will eventually buy.
Scaling Business Operations
The focus of this course is on establishing and enhancing a company’s operational framework around which client relationships can be built and retained.
Understanding Contracts
The course provides the background information business owners need to understand basic contractual agreements and templates for engagements with customers, sub-contractors and employees.
Privacy Principles
This course will introduce you to your obligations towards management of personal information in your possession. This includes identifying what is personal information and sensitive personal information, best practices in relation management of collection, use, storage, retention, and destruction of personal information so as to build credibility and reputation in your business.
Investment Tax Strategies
Succession Planning
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.
THE MFA-P™ provides specialized professional credentials to enable high-value philanthropic planning for individual and family legacies.
- Learn to have highly satisfying conversations with clients about charitable giving.
- Address their big fears: that gifts will not be used.
- Plan for solutions that are tax-efficient now and in
the future.
the future.
Continuing 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.
