The Knowledge Bureau is a certified educational institute providing training at a post-secondary level in the field of tax accounting and financial services.
The Knowledge Bureau’s specialty is providing busy practitioners in the financial services with convenient multi-media self-study courses, in-company classroom training, and Knowledge Bureau Education Days (workshops and conferences). Our Distinguished Faculty is also available to speak and instruct to customized programming we develop and implement for in-company programs developed by our private clients.
Our curriculum has been approved by departments of education across Canada plus the HRDC. This has lead to The Knowledge Bureau’s certification as a national educational institute, allowing our tuition fees to qualify for the Tuition, Education and Textbook Credit under Sections 118.5 and 118.6 of the Income Tax Act.
On the professional side, we provide continuing professional development and staff training to accountants, bookkeepers, tax practitioners, investment and financial advisors, leading to certification and voluntary designation. Courses from The Knowledge Bureau have been endorsed by a number of accrediting bodies in the tax and financial services industries resulting in CE credits
In addition, advisors may choose to earn a voluntary designation to enhance their professional credentials. The Distinguished Financial Advisor (DFA) and Master Financial Advisor (MFA) designations are the flagships of our educational line up.
The Knowledge Bureau also provides selected self study programs to laypeople interested in learning more about personal finances with tax courses, bookkeeping courses, retirement income planning courses, estate planning courses, insurance planning courses and more.
In addition, The Knowledge Bureau is an up-to-date reference centre for the latest news in income tax, federal budget analysis, and so much more. Whether through a subscription to EverGreen Explanatory Notes or the weekly Breaking Tax and Investment News e-newsletter, staying in the know is made easy.
The Knowledge Bureau’s bookstore offers an extensive selection of resources for tax and financial service professionals. The bookstore gives you the opportunity to tap into resources that can make a difference to your clients, your employees, or your family members.
Meet Our Network Expert:
Evelyn is Founder and President of Knowledge Bureau, Canada’s leading financial publisher and educator in the tax and financial services. She is a prolific and best-selling author of 48 personal tax and wealth management books, and a multiple-award-winning entrepreneur.
Evelyn was recently named one of Canada’s Top 25 Women of Influence. A member of the Federal Task Force on Financial Literacy, and provincially, the Lower Tax Commission, Evelyn is a highly respected financial commentator who blogs at http://www.evelynjacks.com/.
She writes in numerous regional and national publications and websites including the Toronto Star and the Toronto Stock Exchange, and appears regularly on CBC Newsworld, BNN, and provincial television and radio stations across Canada.
Evelyn has previously been awarded the prestigious Rotman School of Business Canadian Woman Entrepreneur of the Year Award, recognized internationally with a Business Leadership Award by the Canadian Embassy and Business Women’s Network in Washington, D.C. She has twice been recognized as Manitoba’s Woman Entrepreneur of the Year, and the YM-YWCA “Business Woman of the Year.