The Knowledge Bureau

NEMAKnowledge Bureau™ is Canada's leading independent national educational institute for the professional development of advisors in the tax and financial services. Our mission is to raise standards of practice by focusing on the evolving knowledge and skills required by financial professionals to manage their client’s wealth with tax efficiency.

Our Unique Value Proposition to Our Students: We provide an academic path to continuing professional development to enable advisors to provide outstanding value to clients as a specialist, while increasing their circle of influence and seizing opportunities for leadership in their community.

Our Goal for Each Student: As a confident and skilled professional, you are enabled to provide both strategic and tactical solutions to tax risk management with practical knowledge that is immediately implementable.

Our Educational Philosophy: At Knowledge Bureau education provides practice management skills to enable graduates to collaborate with multiple stakeholders – both in the family and in professional networks. These skills enable the stakeholders to better steward sustainable family wealth from one generation to the other. We do that through an educational framework called Real Wealth Management™: the accumulation, growth, preservation and transition of wealth after taxes, inflation and fees.

Our Curriculum: Knowledge Bureau publishes and delivers comprehensive online courses leading to certification, diplomas and designation. We are the home of the MFA™ (Master Financial Advisor) designation, which signifies specialization in business, retirement, succession and estate planning, as well as the DFA-Tax Services Specialist™ and DFA-Bookkeeping Services Specialist™ designations for professionals in the tax accounting services. The programs are available 24/7 and curriculum can be customized for specific firm requirements.

Knowledge Bureau also offers the Distinguished Advisor Workshops™ and CE Summits, held in major centres across Canada. These day long workshops offer ongoing CE/CPD opportunities, taught by industry leaders in a “blended learning” framework: you can meet your online course instructors and industry experts, ask questions and network with your peers to supplement your online training.

For more experienced members of your team, Knowledge Bureau provides the opportunity to think strategically about wealth management trends, leadership and mentorship at an annual international event, the Distinguished Advisor Conference™, which takes Canadian advisors from across Canada to places their clients go to retire.

Finally, a new Executive Business Builder Program is being introduced in 2017 to help business owner-managers acquire the skills to advance the growth of their business equity with strategic business skills. We also partner with national corporate clients and academic institutions, custom-designing CE modules, webinars, and keynotes to meet specific organizational goals in financial education.



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