Accreditation & CE Credits

Accreditation & CE Credits

Knowledge Bureau is a private, certified post-secondary educational institution that provides courses that furnish its students with skills for, or improve a person's skills in, an occupation. Its tuition fees qualify for tax credit.  Established in 2003 by Founder and President Evelyn Jacks, it focuses specifically on providing world class financial education required for professionals in the tax, accounting and financial services. 

Pre-requisites: Successful candidates for the program will have a minimum of high school education, be employed and mentored with a firm that provides services the services being studied and/or at least three years of industry experience.  Students in the programs offered complete a series of 30-hour online certificate courses in their chosen field of specialization, and may supplement online learning with peer-to-peer sessions in regional workshops or conferencing offered by Knowledge Bureau.

Online Studies.  Students may take online courses within an academic path that leads to the earning of a Certificate of Achievement (one course at a time; 30 hours each);  a Practitioner’s Diploma (three courses for a total of 90 hours) or one of two prestigious Specialist Designation Programs:   the MFA™ and DFA – Tax and Bookkeeping Services Specialist™  (six courses for a total of 180 hours of study).

The MFA™ and DFA – Tax and Bookkeeping Services Specialist™ graduates are licensed to use these certification marks, which can be maintained annually with a minimum of 15 hours of ongoing continuing professional development from Knowledge Bureau and adherence to the Standards of Conduct below:

Blended Learning Options:  Online and In-Class.  Students may complete their designation program by taking 4 online courses (120 hours) and then a series of blended learning options for the remaining 60 hours.  This may include the following study options:

1 hour credit Granted for each CE Module prepared with Knowledge Bureau’s Private Clients and strategic learning partners
2 hours credit Take a Free Trial of a Knowledge Bureau Online Course you have not taken before
10 hours credit Enrol in one of three CE Summits held each calendar year
15 hours credit Enrol in the Knowledge Bureau Tool Kit – Calculators.  Learn to use 15 online Calculators over 12 Months
15 hours credit Enrol in the Knowledge Bureau Tool Kit – EverGreen Explanatory Notes.  Perfect for designates who need CE/CPD credits year over year.  This online library is included in the online courses students may wish to take.
15 hours credit Distinguished Advisor Conference
30 hours credit Each Online Certificate Course in the designation programs.  Includes EverGreen Explanatory Notes and access to appropriate calculators required to pass the courses

 

CE/CPD Accreditation by other professional organizations and regulators recognize courses (self-study, workshop and conferences) given by the Knowledge Bureau:  generally providing 1 CE/CPD credit per hour of studies.

Insurance Advisors
AIC
Alberta Insurance Council

We are an accredited course provider with AIC, upon successful completion and pass in one of three categories: A & S, Life, and General Subjects. For more information go to www.abcouncil.ab.ca.

Advising Family Businesses
Business Valuation for Advisors
Charitable Giving for Investors
Cross Border Taxation
Debt and Cash Flow Management
Elements of Real Wealth Management
Fundamentals of Succession Planning
Insurance Strategies for Small Business
Planning with Trusts
Portfolio Risk Management in Retirement
Tax Accounting on Death of a Taxpayer
Tax Efficient Retirement Income Planning
Tax Planning for Corporate Owner-Managers
Tax Strategies for Investors
CSF
Chambre de la Securite Financiere

Knowledge Bureau certificates are provided for self-assessment purposes.  Knowledge Bureau does not pre-approve with the Chambre de la Securite Financiere.  For more information go to www.chambresf.com.

FPSC
Financial Planning Standards Council

Knowledge Bureau certificates are provided for self-assessment purposes. 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 licensee to determine whether completion/attendance at this seminar/program/course qualifies for CE/CPD credits.  For more information go to www.fpsc.ca.

Accounting for Business Growth and Transition
Accounting for Multiple Business Profiles
Advanced Payroll for Small Business
Tax Strategies for Investors
FSCO
Financial Services Commission of Ontario

Knowledge Bureau certificates are provided for self-assessment purposes.  The FSCO does not approve, recommend or endorse specific courses, programs or providers. Members are able to self-submit their credits in order to meet their CE needs at the time of renewal of their license. Content must be related to the technical aspects of life insurance. Topics can include legal, Legislative and regulatory, financial planning and taxation, as well as client needs analysis.  For more information go to www.fsco.gov.on.ca.

ICBC
Insurance Council of BC

Knowledge Bureau certificates are provided for self-assessment purposes.  We offer courses designed to meet the technical material relating to life insurance products, financial planning information geared to life insurance, compliance with insurance regulations and ethics. We provide the necessary documentation required under the Continuing Education Program. For more information go to www.insurancecouncilofbc.com

Accounting for Business Growth and Transition
Accounting for Multiple Business Profiles
Advanced Payroll for Small Business
ICM
Insurance Council of Manitoba

The Knowledge Bureau is an accredited course provider, upon successful completion and pass you may obtain credits in two categories A & S and LC. We provide the necessary documentation required for verifiable credits. For more information go to www.icm.mb.ca.

Advising Family Businesses
Business Valuation for Advisors
Debt and Cash Flow Management
Insurance Strategies for Small Business
Personal Tax Filing and Planning
Planning with Trusts
Portfolio Risk Management in Retirement
Tax Accounting on Death of a Taxpayer
Tax Efficient Retirement Income Planning
Tax Planning for Corporate Owner-Managers
Tax Strategies for Investors
ICS
Insurance Council of SK

Knowledge Bureau certificates are provided for self-assessment purposes.  Knowledge Bureau is an accredited course provider. We offer programs that are related to life and accident sickness insurance products or services as well as the management of a financial services business. We provide the necessary documentation required for verifiable credits.  For more information go to www.insurancecouncils.sk.ca.

Investment Advisors and Financial Advisors
FPSC
Financial Planning Standards Council

Knowledge Bureau certificates are provided for self-assessment purposes. 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 licensee to determine whether completion/attendance at this seminar/program/course qualifies for CE/CPD credits.  For more information go to www.fpsc.ca.

Accounting for Business Growth and Transition
Accounting for Multiple Business Profiles
Advanced Payroll for Small Business
Tax Strategies for Investors
IIROC
Continuing Education Course Accreditation Process (CECAP) centre

Knowledge Bureau Depending on the firm some responsibility for approval of an individual’s program may be delegated to the appropriate supervisor. We have followed guidelines for continuing education course content, length and rigour which each Member must comply with.  See IIROC website for information on credit requirements.  Knowledge Bureau seeks pre-approval from CECAP for its Distinguished Advisor Conference (DAC) annually.

Tax / Accounting / Bookkeeping
ATAP
Association of Tax and Accounting Professionals

Knowledge Bureau and ATAP are pleased to announce their strategic educational alliance, which will bring professional development opportunities to ATAP members through certificate courses.

CPA
Chartered Accountants

The Chartered Professional Accountants accepts a broad range of programs that are designed to sustain and enhance the skills of members. We provide the necessary documentation to submit for verifiable CPD hours.  For more information go to www.cica.ca.

Accounting for Business Growth and Transition
Accounting for Multiple Business Profiles
Advanced Payroll for Small Business
IPBC
Institute of Professional Bookkeepers of Canada

We are an approved partner with IPBC to help members maintain their high standards of education.  For more information go to www.ipbc.ca.

Accounting for Business Growth and Transition
Accounting for Multiple Business Profiles
Advanced Payroll for Small Business
Advanced Tax Filing and Planning
Advising Family Businesses
Bookkeeping for Small Businesses
Business Valuation for Advisors
Charitable Giving for Investors
Corporate Income Tax Fundamentals
Cross Border Taxation
Debt and Cash Flow Management
Elements of Real Wealth Management
Fundamentals of Succession Planning
Insurance Strategies for Small Business
Managerial Accounting and Budgeting
Personal Tax Filing and Planning
Planning with Trusts
Portfolio Risk Management in Retirement
Tax Accounting for Proprietorships
Tax Accounting on Death of a Taxpayer
Tax Efficient Retirement Income Planning
Tax Planning for Corporate Owner-Managers
Tax Strategies for Investors