Explore Your Pathways

Educational Calendar

Mark your calendar for upcoming educational options from Knowledge Bureau!

Specialized Credentials

Prepare for transformative change. Earn new credentials in tax, accounting and wealth management

RWM™ - Real Wealth Manager Program

Learn the skills to develop strategies for accumulation, growth, preservation and transition of sustainable wealth. The RWM™ leads a multi-disciplinary advisory team with a deeper Know Your Client process that begins with a multi-generational approach, a systematic holistic analysis of tax efficient net worth and brings objective-based advice to joint decision-making.

Tax Services Specialist™

Learn all aspects of personal tax filing on a deep level for employees, investors, small business owners, seniors and families who experience life events including new births, new personal residences, snowbirding, disability and death. Offer confident, high value advice preparing personal tax returns.

Accounting Services Specialist™

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 Services Specialist™

Highly qualified specialists in tax compliance and planning with corporate owner-managers and incorporated professionals are in high demand. Take a bold step to a new career or business venture: earn your MFA™-Business Services Specialist Designation.

Small Business Services Specialist

usiness 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.

MFA-P Philanthropy Services Specialist Program

The MFA-P designation signifies special skills in providing high value legacy and philanthropic planning services.

CE Savvy™ Summits

CE Savvy Summit live-virtual events. Featuring full day online seminars, and new half-day sessions

2025 Acuity Conference for Dinstinguished Advisors

The Only Multi-Disciplinary Conference for Tax Accountants and Financial Advisors.

Certificate: Lifecycle Transitions Planning

Take 15 CE Savvy Biz Ed Micro-Courses from a selection of 80 topics chosen to help you engage more effectively in wealth management conversations.

Sponsorship Brochure

Why become a Knowledge Bureau education partner?

Acuity Sponsorship

Canada's Income Tax Fundamentals Course

New to tax? Check out Canada's Income Tax Fundamentals course!