AIC (Alberta Insurance Council)... click for list of AIC accredited courses |
| Advising Family Businesses 4459 - LC - 7.25 hours AS - 7.25 hours |
| Client-Centred Practices 4457 - LC - 7.25 hours AS - 7.25 hours |
| Death of a Taxpayer 15455 - LC - 6.25 hours |
| Financial Literacy: Assessing Risk and Return 12837 - LC - 15 hours |
| Fundamentals of Succession Planning 18945 - LC - 25 hours |
| Insurance Strategies for the Small Business Owner 4476 - LC - 7.25 hours |
| Investment Strategies in Charitable Giving 19846 - LC - 22 hours |
| Life Insurance: Strategic Investment Planning with Universal Life 4478 - LC - 7.25 hours |
| Portfolio Construction for Real Wealth Management 12838 - LC - 20 hours |
| Portfolio Risk Manager 10788 - LC - 15 hours |
| Tax Efficient Investment Income Planning 15769 - LC - 22 hours |
| Tax Planning for the Corporate Owner Manager 12839 - LC - 20 hours |
| Tax-Efficient Retirement Income Planning 12996 - LC - 30 hours |
| Use of Trusts in Tax and Estate Planning 4472 - LC - 7.25 hours |
CFP (Certified Financial Planners)... click for details 
FPSC (Financial Planning Standards Council)... click for details
|
We have reviewed the Guidelines for Providers of Continuing Education Programs from the Financial Planners Standards Council and have developed the programs with these guidelines in mind. Although we will provide the necessary verification of attendance, we understand it is up to the individual CFP licensee to determine whether completion/attendance at this seminar/program/course qualifies for CE credits. |
ICBC (Insurance Council of BC)... click for details
|
Provides credits upon completion and pass, subject to specified criteria. For more information go to www.insurancecouncilofbc.com |
ICM (Insurance Council of Manitoba)... click for details
|
Provides credits upon completion and pass in two categories: ASC (Accident & Sickness) and LC (Life Credits). For more information go to www.icm.mb.ca |
IIROC (Investment Industry Regulatory Organization of Canada, formerly IDA) FIRMS... click for details
|
See IIROC website for information on credit requirements for Cycle 4 ending December 31, 2011. Courses from the Knowledge Bureau may qualify for professional development credits upon review from individual member firms, as per the guidelines outlined by the IIROC. Request for certification should be taken to individual member firms' education and compliance review officers. The Knowledge Bureau continually seeks approval from the IIROC for new courses and conferences as they evolve. Please speak to our career counsellors for specific questions on pending approvals for Professional Development credits. |
Accreditation Opportunities by Event/Course
Knowledge Bureau Live Events
Distinguished Advisor Conference* |
| Knowledge Bureau Designation Credits – 13 CE Credits Insurance Councils – 13 CE Credits CFP - 13 CE Credits
We have reviewed the Guidelines for Providers of Continuing Education Programs from the Financial Planners Standards Council and have developed the programs with these guidelines in mind. Although we will provide the necessary verification of attendance, we understand it is up to the individual CFP licensee to determine whether completion/attendance at this seminar/program/course qualifies for CE credits.
Alberta Insurance Council (ID 17659) – 12 CE CreditsIIROC-CECAP-002087 – 10.75 CE Credits Accountants and Tax Preparers - see left column |
Distinguished Advisor Workshops* |
| Knowledge Bureau DFA/MFA Credits – 6.5 CE Credits |
| * Credits for future workshops and conferences are based on accreditation for the prior year |
|
| Accounting for Business Transitions CGA: CPD Credits - 30 verifiable/30 nonverifiable hours CMA: CPLD Credits - 30 hours CA: CPD Credits - 30 verifiable hours FPSC: 30 hours ICBC: 30 hours |
| Advanced Bookkeeping for a Selection of Business Profiles CGA: CPD Credits - 30 verifiable/30 nonverifiable hours CMA: CPLD Credits - 30 hours CA: CPD Credits - 30 verifiable hours FPSC: 30 hours ICBC: 30 hours |
| Advanced Payroll for Professional Bookkeepers CGA: CPD Credits - 30 verifiable/30 nonverifiable hours CMA: CPLD Credits - 30 hours CA: CPD Credits - 30 verifiable hours FPSC: 30 hours ICBC: 30 hours |
| Advanced Tax Preparation and Research CGA: CPD Credits - 30 verifiable/30 nonverifiable hours CMA: CPLD Credits - 30 hours CA: CPD Credits - 30 verifiable hours FPSC: 30 hours ICBC: 30 hours |
| Advising Family Businesses CGA: CPD Credits - 30 verifiable/30 nonverifiable hours CMA: CPLD Credits - 30 hours CA: CPD Credits - 30 verifiable hours FPSC: 30 hours ICBC: 30 hours ICM: 30 Life and A&S credits AIC: 4459 - LC - 7.25 hours AS - 7.25 hours |
| Basic Bookkeeping for Business CGA: CPD Credits - 30 verifiable/30 nonverifiable hours CMA: CPLD Credits - 30 hours CA: CPD Credits - 30 verifiable hours FPSC: 30 hours ICBC: 30 hours |
| Business Valuation for Advisors CGA: CPD Credits - 30 verifiable/30 nonverifiable hours CMA: CPLD Credits - 30 hours CA: CPD Credits - 30 verifiable hours FPSC: 30 hours ICBC: 30 hours |
| Client-Centred Practices ICM: 30 Life and A&S credits AIC: 4457 - LC - 7.25 hours AS - 7.25 hours |
| Cross Border Taxation CGA: CPD Credits - 30 verifiable/30 nonverifiable hours CMA: CPLD Credits - 30 hours CA: CPD Credits - 30 verifiable hours FPSC: 30 hours ICBC: 30 hours |
| Death of a Taxpayer CGA: CPD Credits - 30 verifiable/30 nonverifiable hours CMA: CPLD Credits - 30 hours CA: CPD Credits - 30 verifiable hours FPSC: 30 hours ICBC: 30 hours ICM: 30 Life and A&S credits AIC: 15455 - LC - 6.25 hours |
| Elements of Real Wealth Management CGA: CPD Credits - 30 verifiable/30 nonverifiable hours CMA: CPLD Credits - 30 hours CA: CPD Credits - 30 verifiable hours FPSC: 30 hours ICBC: 30 hours |
| EverGreen Challenge 2010 CGA: CPD Credits - 30 verifiable/30 nonverifiable hours CMA: CPLD Credits - 30 hours CA: CPD Credits - 30 verifiable hours FPSC: 30 hours ICBC: 30 hours |
| Financial Literacy: Assessing Risk and Return CGA: CPD Credits - 30 verifiable/30 nonverifiable hours CMA: CPLD Credits - 30 hours CA: CPD Credits - 30 verifiable hours FPSC: 30 hours ICBC: 30 hours ICM: 30 Life and A&S credits AIC: 12837 - LC - 15 hours |
| Fundamentals of Succession Planning CGA: CPD Credits - 30 verifiable/30 nonverifiable hours CMA: CPLD Credits - 30 hours CA: CPD Credits - 30 verifiable hours FPSC: 30 hours ICBC: 30 hours AIC: 18945 - LC - 25 hours |
| Insurance Strategies for the Small Business Owner CGA: CPD Credits - 30 verifiable/30 nonverifiable hours CMA: CPLD Credits - 30 hours CA: CPD Credits - 30 verifiable hours FPSC: 30 hours ICBC: 30 hours ICM: 30 Life and A&S credits AIC: 4476 - LC - 7.25 hours |
| Introduction to Corporate Tax Preparation CGA: CPD Credits - 30 verifiable/30 nonverifiable hours CMA: CPLD Credits - 30 hours CA: CPD Credits - 30 verifiable hours FPSC: 30 hours ICBC: 30 hours |
| Introduction to Personal Tax Preparation Services CGA: CPD Credits - 30 verifiable/30 nonverifiable hours CMA: CPLD Credits - 30 hours CA: CPD Credits - 30 verifiable hours FPSC: 30 hours ICBC: 30 hours |
| Investment Strategies in Charitable Giving CGA: CPD Credits - 30 verifiable/30 nonverifiable hours CMA: CPLD Credits - 30 hours CA: CPD Credits - 30 verifiable hours FPSC: 30 hours ICBC: 30 hours AIC: 19846 - LC - 22 hours |
| Life Insurance: Strategic Investment Planning with Universal Life ICM: 30 Life and A&S credits AIC: 4478 - LC - 7.25 hours |
| Managerial Accounting for Business CGA: CPD Credits - 30 verifiable/30 nonverifiable hours CMA: CPLD Credits - 30 hours CA: CPD Credits - 30 verifiable hours FPSC: 30 hours ICBC: 30 hours |
| Portfolio Construction for Real Wealth Management CGA: CPD Credits - 30 verifiable/30 nonverifiable hours CMA: CPLD Credits - 30 hours CA: CPD Credits - 30 verifiable hours FPSC: 30 hours ICBC: 30 hours ICM: 30 Life and A&S credits AIC: 12838 - LC - 20 hours |
| Portfolio Risk Manager AIC: 10788 - LC - 15 hours |
| Tax Efficient Investment Income Planning CGA: CPD Credits - 30 verifiable/30 nonverifiable hours CMA: CPLD Credits - 30 hours CA: CPD Credits - 30 verifiable hours FPSC: 30 hours ICBC: 30 hours AIC: 15769 - LC - 22 hours |
| Tax Planning for the Corporate Owner Manager CGA: CPD Credits - 30 verifiable/30 nonverifiable hours CMA: CPLD Credits - 30 hours CA: CPD Credits - 30 verifiable hours FPSC: 30 hours ICBC: 30 hours ICM: 30 Life and A&S credits AIC: 12839 - LC - 20 hours |
| Tax Preparation for Proprietorships CGA: CPD Credits - 30 verifiable/30 nonverifiable hours CMA: CPLD Credits - 30 hours CA: CPD Credits - 30 verifiable hours FPSC: 30 hours ICBC: 30 hours |
| Tax-Efficient Retirement Income Planning CGA: CPD Credits - 30 verifiable/30 nonverifiable hours CMA: CPLD Credits - 30 hours CA: CPD Credits - 30 verifiable hours FPSC: 30 hours ICBC: 30 hours AIC: 12996 - LC - 30 hours |
| Use of Trusts in Tax and Estate Planning CGA: CPD Credits - 30 verifiable/30 nonverifiable hours CMA: CPLD Credits - 30 hours CA: CPD Credits - 30 verifiable hours FPSC: 30 hours ICBC: 30 hours AIC: 4472 - LC - 7.25 hours |
|
Knowledge Bureau Self-Study
EverGreen Expanatory Notes
 Returning Client Login
|    
|
Contact The Knowledge Bureau on-line or call 1-866-953-4769 Copyright ©2010, The Knowledge Bureau. All rights reserved.