Last updated: August 17 2022

Knowledge Bureau Launches Industry Leading Online Education Portal

National Financial Education Institute Knowledge Bureau is pleased to announce the launch of its new virtual campus: learn.knowledgebureau.com.  The mission of the second campus, which complements the Specialized Credentials offered through www.knowledgebureau.com, will focus on an expanded curriculum of short professional courses available by subscription, especially designed for entrepreneurial advisors in search of both technical and business education.

“We are tremendously excited to provide new ways for professionals, business owners and their clients to amplify and accelerate their knowledge to empower critical decision-making and leadership with cutting edge knowledge and skills,” says Evelyn Jacks, Founder and President of Knowledge Bureau. “The focus of the new campus is on one or more short courses at a time, available in a short course curriculum for CE purposes or by subscription.  The new curriculum is broken out into two series of programs.”

  1. The Amplify Series features short courses for pros, known as CE Savvy PD™. There are both verifiable and non-verifiable options.  On the verifiable side, advisors can choose courses from wealth management topics, tax topics and digital advisory services.  On the non-verifiable side, it is possible to enrol in a comprehensive tax research library, known as EverGreen Explanatory Notes, which features issues and answers of interest to advisors dealing with complex tax and financial planning issues.  Also available are the Knowledge Bureau Discovery Calculators, which feature complex tax-efficient planning scenarios and explanations.  
  2. The Accelerate Series features business know how for new entrepreneurs, those looking for ways to scale their existing enterprises or improve their business leadership skills.  This series is also provides an ideal way to help clients with their financial literacy skills.  Five new courses are added each month, making the subscription option especially valuable for those who want to continually improve their personal business skills.    

Since 2003, Knowledge Bureau has developed and delivered a world-class financial education to a growing number of professionals in the tax and financial services industry.

  • Over 1,093,800 Online course module registrations leading to CE/CPD credit
  • Over 23,000 Technical training certificates issued
  • Over 14,100 CE Summits & Distinguished Advisor Conference attendees Knowledge Bureau
  • Over 11,000 Active certificate course students in diploma and designation programs
  • Over 1,800 DFA and MFA™ and RWM Designation program students

For more details see www.learn.knowledgebureau.com or call for a free campus tour.  The number is 1-866-953-4769.