Enrol Risk Free — Money Back Guarantee If you are not satisfied upon review of your self study programs, your money is refunded—no questions asked-provided you contact us and return your course within one week of receipt of materials, at your cost and in saleable condition. Note: students who complete the online portion of their course waive this guarantee and are considered to have purchased the course.

Program Structure: Knowledge Bureau Certificate Courses are taken by self study, with perpetual enrolment: anytime from anywhere. They are accredited for Continuing Education purposes by The Knowledge Bureau and a variety of professional accrediting bodies, or may be taken as part of a voluntary designation program, The Master Financial Advisor or Distinguished Advisor Program leading to specialization in tax, bookkeeping or retirement planning services.

Custom-Designed Certificate Program: Students may custom design their own program, depending on available study time. Individual courses qualify for CE certification.

Designation Program: To enter designation program, by self study, select 6 courses

Study Period: One course must be completed every 2 months, but may be completed sooner.

Extensions: first two-month extension - free, subsequent extensions $99 for one additional month.

Tuition Fees: $695 per course Plus Shipping & Handling $18 per course Plus GST/HST; Also see Tax Deductibility below. Instalment Plans are available for the purchase of three (3) courses or more.

Volume Discounts: Students who commit to a long term study plan (more than 1 course) within a sessional enrolment period, save money on tuition fees. Also, those who have taken a Knowledge Bureau program in the past year (Workshop, Conference or Self Study Course) qualify for our affinity program and may identify themselves as a “preferred client.” Volume discounts are also applied to offices training multiple staff members in the same or a variety of courses. See Early Bird Tuition Fee Schedules and Savings:

• Spring & Summer Enrolment Deadline: June 15
• Fall Enrolment Deadline: August 15
• Winter enrolment Deadline: November 30

Tax Deductible: Tuition fees qualify for a Tuition Fee Credit on the Canadian tax return. A monthly part time Education and Textbook Credit is also allowed when student completes 12 hours of study per month. Be sure to complete your T2202A in your Student Resource Centre when you logon to your personal multi-media study site.

Components: The self study courses of The Knowledge Bureau feature the following course components, all included in the tax-deductible tuition fees:

• PowerPoint and audio lesson by the instructor of the course;
• Knowledge Journal (your reference guide including lesson plans),
• Your Knowledge Net (your site for preparing short answer questions, true-to-life case studies, reviews before the examination and your exam). The Student Resource centre and online tools like software programs and interactive calculators and other Knowledge Tools are also found here.

All testing and examinations are open book and done in the comfort of home or office. Rewrite opportunities are possible. Learning is fun and non-threatening, even for mature students with:

• Our Courses feature hundreds of case studies using professional software solutions
• Instant feedback in multi-media
• Practical software applications online
• Guidance from our student support team
• Student resource centre and forum
• Personal tutoring by email and phone available too

Tax Deductibility

Tuition Fee Credits

The Knowledge Bureau is certified as a National Designated Educational Institute by the Minister of Human Resources and Skills Development Canada under Sections 118.5 and 118.6 of the Income Tax Act, effective January 1, 2005. This certification enables The Knowledge Bureau to issue tuition tax credit receipts for amounts over $100 to students 16 years and older for its courses, which provide students with skills to improve their skills in a recognized occupation. Such receipts must be issued annually by the end of February. The required Form T2202A will be posted to enrolled students' Student Resource Center section of their online courseware.

Education Credits

Part time education credits ($120 per month) may be claimable if students provide documentation of time spent on self study courses. The Income Tax Act allows for the monthly amount if the program is taken over at least three consecutive weeks and the student takes 12 hours of self study instruction per month. This information must be provided to The Knowledge Bureau by January 15 after the end of the tax year.

Beginning for the 2006 taxation year, students who qualify for the Education Credit will also qualify for the Textbook Tax Credit introduced in the May 2, 2006 budget. This credit is an additional $20 for each month for which you qualify for the Education Amount.

Tax Deductibility by the self employed

Tuition fees for self study courses may also be tax deductible by self employed professionals as a business expense. Remember that in the case of the Distinguished Advisor Conference (DAC), expenditures may be deductible, however, a maximum of two conventions per year only are claimable and the business must have a reasonable expectation of profit. Several other criteria may exist for out of country conventions. See IT 357 for more information (view excerpt from IT 357) or call 1-866-953-4769 if you need assistance.