Meet Our Students

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Meet Our Students

Knowledge Bureau’s students are a diverse group. They may be seasoned tax professionals or starting out in new careers. They may be entrepreneurs seeking a solid understanding of the business world or part of a team of advisors learning how to hone the edge of their professional success.

Whatever their personal ambitions, our students all undertake a journey to become adept at serving highly-informed clients who value tax and financial advisors with knowledge and insight.

Knowledge Bureau’s educational programs are designed to help advisors transition in their meetings with wealthy clients—or those who are accumulating wealth—to multi-faceted financial solution providers. Our students graduate from their programs with the background and capability to communicate with a professional advisory team made up of accountants and lawyers.

Seven Reasons to Study at Knowledge Bureau

  1. Learn a new skill set and acquire new credentials, a valuable diploma or a prestigious industry designation.
  2. Earn CE/CPD credits that lead to certification and accreditation.
  3. Develop and master strategic technical skills and achieve a prestigious business designation.
  4. Increase and deepen your knowledge of taxes and their effect on income and capital throughout life ventures, including investment, retirement, succession, and estate planning.
  5. Expand your network and circles of influence that lead to cross-referrals, mentorships, and new client relationships.
  6. Master new concepts and skills in the comfort of your home or office—as an individual or as a member of a team in a multi-dimensional learning environment.
  7. Access sophisticated professional software solutions, online references and tax libraries, true-to-life case studies and thought-provoking questions that stimulate new opportunities to be a truly valuable resource to your clients.

Student Experience

Real Wealth Manager™ Program

“What surprised me about the courses was the outcomes. My new understanding of the mechanics made it significantly wasier for other advisors to implement my advice because I was confident I knew how to explain it.”

- Ian Wood CFP, CLU, CIM, MFA™, RWM™

Tax Services Specialist Program

“As a German accountant who came to Canada in the year 2000, I sought an easily accessible, sophisticated and affordable solution to gain knowledge of Canadian accounting rules and regulations. No other post-secondary institution offered the same opportunity. The unique combination of working, practicing and learning - through online courses with easy-to-follow course material that was challenging and effective - allowed me to build and expand my knowledge, resulting in increasing confidence and competence to build and grow my business.”

- Frank Arnold, DFA - Tax Services Specialist ™

Bookkeeping Services Specialist Program

“It is excellent at helping beginners understand the basics of bookkeeping, and be able to practice hands-on with Quickbooks and Sage.”

- Wendy Hartmann, DFA™-Bookkeeping Services Specialist, Undergraduate

Business Services Specialist Program

“It is important that we are proactive in terms of planning our clients’ affairs. Knowledge Bureau continues to provide me with relevant knowledge and strategies to help my clients navigate through the complex world of finance, life and taxation”

– George Donkor, DFA-Tax Services Specialist™, MFA™- Business Services Specialist

Pension and Estate Services Specialist Program

“The MFA™ was able to deliver…increasing my confidence when consulting with advisors on how to help their clients meet their financial goals.”

– Tony Bosch, MFA™-Retirement and Succession Services Specialist

Business Growth Specialist

“I vow to continually get better. This topic is near and dear to me. If I know, I can share.” – Paul J. Vaneyk, MFA™- Business Growth Specialist Undergraduate

MFA-P™ Philanthropy Designation Program

“This is the only Philanthropy professional designation out there and it is offered by Knowledge Bureau. The course did a wonderful job in introducing philanthropy for a Professional Advisor’s practice. It took the student through a good learning journey of how to incorporate Philanthropy into their financial practice and goes to more sophisticated advice by the end of the course. I plan to create more impact using strategic philanthropy with my clients and working collaboratively with other advisors who can provide other aspects of the plan beyond my expertise in investment management.”

– Candice Jay, MFA-P™