Programs & Courses

Accreditation & CE Credits

The Knowledge Bureau is a private, designated educational institute which confers certification and the use of certification marks to qualifying graduates of its programs. MFA and DFA - Specialist graduates are licensed to use these certification marks, which can be maintained annually with a minimum of 12 hours of ongoing continuing professional development from the Knowledge Bureau.

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, as described below.

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.

Advanced Tax-Efficient Retirement Income Planning 12996 - LC - 30 hours
Advising Family Businesses 4459 - LC - 7.25 hours AS - 7.25 hours
Business Valuation for Advisors 31693 - LC - 22 hours
Cross Border Taxation 10789 - LC - 15 hours
Debt and Cash Flow Management 33668 - LC - 15 hours
Elements of Real Wealth Management 31722 - LC - 11 hours
Final Returns on Death of a Taxpayer 15755 - LC - 6.25 hours
Financial Literacy: Portfolio Risk Management in Retirement 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 18946 - LC - 22 hours
Portfolio Construction for Real Wealth Managers 12838 - LC - 20 hours
Portfolio Risk Manager 10788 - LC - 15 hours
Tax Planning for Corporate Owner-Managers 12839 - LC - 20 hours
Tax Strategies for Financial Advisors 33669 - LC - 30 hours
Use of Trusts in Tax and Estate Planning 4472 - LC - 7.25 hours
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.  In addition Knowledge Bureau has received pre-approval for the certificate course: Tax Strategies for Financial Advisors.  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 Transitions
Advanced Bookkeeping for Multiple Businesses
Advanced Payroll
Tax Strategies for Financial Advisors KNO13001 - 30 CE hours
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 Transitions
Advanced Bookkeeping for Multiple Businesses
Advanced Payroll
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.

Advanced Tax-Efficient Retirement Income Planning 7419 - LC/AS - 30 hours
Advising Family Businesses 12502 - LC/AS - 30 hours
Business Valuation for Advisors 12503 - LC/AS - 30 hours
Debt and Cash Flow Management 18308 - LC/AS - 30 hours
Final Returns on Death of a Taxpayer 2969 - LC/AS - 30 hours
Financial Literacy: Portfolio Risk Management in Retirement 12504 - LC/AS - 30 hours
Insurance Strategies for the Small Business Owner 2970 - LC/AS - 30 hours
Portfolio Construction for Real Wealth Managers 2978 - LC/AS - 30 hours
T1 Professional Tax Preparation – Basic 2971 - LC/AS - 30 hours
Tax Planning for Corporate Owner-Managers 2982 - LC/AS - 30 hours
Tax Strategies for Financial Advisors 18309 - LC/AS - 30 hours
Use of Trusts in Tax and Estate Planning 2984 - LC/AS - 30 hours
ICSK
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.  In addition Knowledge Bureau has received pre-approval for the certificate course: Tax Strategies for Financial Advisors.  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 Transitions
Advanced Bookkeeping for Multiple Businesses
Advanced Payroll
Tax Strategies for Financial Advisors KNO13001 - 30 CE hours
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
CA (now CPA)
Chartered Accountants

The Canadian Institute of Chartered 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 Transitions 30 CPD credits - verifiable
Advanced Bookkeeping for Multiple Businesses
Advanced Payroll
CGA
Certified General Accountants

CPD hours can be earned in Technical Knowledge, Leadership, Professionalism and General Management. We provide the necessary documentation to submit for verifiable CPD hours.  For more information go to www.cga-canada.org.

Accounting for Business Transitions 30 CPD credits - verifiable
Advanced Bookkeeping for Multiple Businesses
CMA (now CPA)
Certified Management Accountants

A national standard has been containing technical specifications, rules, and guidelines to ensure that materials, products, processes are services for fit for their purpose. CMAs will be provided with the necessary documentation to support verification of activities.  For more information go to www.cma-canada.org.

Accounting for Business Transitions 30 CPD credits - verifiable
Advanced Bookkeeping for Multiple Businesses
Advanced Payroll
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 Transitions 30 CE credits
Advanced Bookkeeping for Multiple Businesses 30 CE credits
Advanced Payroll 30 CE credits
Advanced Tax-Efficient Retirement Income Planning 30 CE credits
Advising Family Businesses 30 CE credits
Basic Bookkeeping for Small Businesses 30 CE credits
Business Valuation for Advisors 30 CE credits
Cross Border Taxation 30 CE credits
Debt and Cash Flow Management 30 CE credits
Elements of Real Wealth Management 30 CE credits
Final Returns on Death of a Taxpayer 30 CE credits
Financial Literacy: Portfolio Risk Management in Retirement 30 CE credits
Fundamentals of Succession Planning 30 CE credits
Insurance Strategies for the Small Business Owner 30 CE credits
Investment Strategies in Charitable Giving 30 CE credits
Managerial Accounting 30 CE credits
Portfolio Construction for Real Wealth Managers 30 CE credits
Portfolio Risk Manager 30 CE credits
T1 Professional Tax Preparation – Advanced 30 CE credits
T1 Professional Tax Preparation – Basic 30 CE credits
T1 Professional Tax Preparation – Proprietorships 30 CE credits30 CE credits
T2 Corporate Tax Preparation for Micro Businesses 30 CE credits
T2 Corporate Tax Preparation for Small Business 30 CE credits
Tax Planning for Corporate Owner-Managers 30 CE credits
Tax Strategies for Financial Advisors 30 CE credits
Use of Trusts in Tax and Estate Planning 30 CE credits
Ledgers
Ledgers Canada

Knowledge Bureau has a partnership with Ledgers to help members remain current with changes in tax, payroll and accounting trends.  For more information go to www.ledgers.com.

Accounting for Business Transitions
RPA
Registered Professional Accountants Association of Canada

Knowledge Bureau education recognized by the Registered Accountants Association of Canada: 1 credit hour of instruction up to 7 points for a full day seminar. 35 credits per certificate course.  For more information go to rpacanada.ca.

Accounting for Business Transitions 30 CPE credits
Advanced Bookkeeping for Multiple Businesses 30 CPE credits
Advanced Payroll 30 CPE credits
Advanced Tax-Efficient Retirement Income Planning 30 CPE credits
Advising Family Businesses 30 CPE credits
Basic Bookkeeping for Small Businesses 30 CPE credits
Business Valuation for Advisors 30 CPE credits
Cross Border Taxation 30 CPE credits
Debt and Cash Flow Management 30 CPE credits
Elements of Real Wealth Management 30 CPE credits
Final Returns on Death of a Taxpayer 30 CPE credits
Financial Literacy: Portfolio Risk Management in Retirement 30 CPE credits
Fundamentals of Succession Planning 30 CPE credits
Insurance Strategies for the Small Business Owner 30 CPE credits
Investment Strategies in Charitable Giving 30 CPE credits
Managerial Accounting 30 CPE credits
Portfolio Construction for Real Wealth Managers 30 CPE credits
Portfolio Risk Manager 30 CPE credits
T1 Professional Tax Preparation – Advanced 30 CPE credits
T1 Professional Tax Preparation – Basic 30 CPE credits
T1 Professional Tax Preparation – Proprietorships 30 CPE credits
T2 Corporate Tax Preparation for Micro Businesses 30 CPE credits
T2 Corporate Tax Preparation for Small Business 30 CPE credits
Tax Planning for Corporate Owner-Managers 30 CPE credits
Tax Strategies for Financial Advisors 30 CPE credits
Use of Trusts in Tax and Estate Planning 30 CPE credits
Conference
Knowledge Bureau Designation Credits - 13 CE/CPD Credits
AIC 37272 – LC 11 CE/CPD Credits
IIROC 004494 – 10.5 CE/CPD Credits
ICM 21398 – LC/AS 12.75 CE/CPD Credits
CSF CSF13-11-30968 – 10 PDUs General Subject / 1 PDUs Group Savings Plan Brokerage
Workshops
Knowledge Bureau DFA/MFA Credits - 6 CE/CPD Credits
Courses
Accounting for Business Transitions
Knowledge Bureau 30 CPE credits
IPBC 30 CE credits
RPA 30 CPE credits
CGA 30 CPD credits - verifiable
CA (now CPA) 30 CPD credits - verifiable
CMA (now CPA) 30 CPD credits - verifiable
Advanced Bookkeeping for Multiple Businesses
Knowledge Bureau 30 CPE credits
IPBC 30 CE credits
RPA 30 CPE credits
Advanced Payroll
Knowledge Bureau 30 CPE credits
IPBC 30 CE credits
RPA 30 CPE credits
Advanced Tax-Efficient Retirement Income Planning
Knowledge Bureau 30 CPE credits
IPBC 30 CE credits
RPA 30 CPE credits
AIC 12996 - LC - 30 hours
ICM 7419 - LC/AS - 30 hours
Advising Family Businesses
Knowledge Bureau 30 CPE credits
IPBC 30 CE credits
RPA 30 CPE credits
AIC 4459 - LC - 7.25 hours AS - 7.25 hours
ICM 12502 - LC/AS - 30 hours
Basic Bookkeeping for Small Businesses
Knowledge Bureau 30 CPE credits
IPBC 30 CE credits
RPA 30 CPE credits
Business Valuation for Advisors
Knowledge Bureau 30 CPE credits
IPBC 30 CE credits
RPA 30 CPE credits
AIC 31693 - LC - 22 hours
ICM 12503 - LC/AS - 30 hours
Cross Border Taxation
Knowledge Bureau 30 CPE credits
IPBC 30 CE credits
RPA 30 CPE credits
AIC 10789 - LC - 15 hours
Debt and Cash Flow Management
Knowledge Bureau 30 CPE credits
IPBC 30 CE credits
RPA 30 CPE credits
AIC 33668 - LC - 15 hours
ICM 18308 - LC/AS - 30 hours
Elements of Real Wealth Management
Knowledge Bureau 30 CPE credits
IPBC 30 CE credits
RPA 30 CPE credits
AIC 31722 - LC - 11 hours
Final Returns on Death of a Taxpayer
Knowledge Bureau 30 CPE credits
IPBC 30 CE credits
RPA 30 CPE credits
AIC 15755 - LC - 6.25 hours
ICM 2969 - LC/AS - 30 hours
Financial Literacy: Portfolio Risk Management in Retirement
Knowledge Bureau 30 CPE credits
AIC 12837 - LC - 15 hours
IPBC 30 CE credits
ICM 12504 - LC/AS - 30 hours
RPA 30 CPE credits
Fundamentals of Succession Planning
Knowledge Bureau 30 CPE credits
IPBC 30 CE credits
RPA 30 CPE credits
AIC 18945 - LC - 25 hours
Insurance Strategies for the Small Business Owner
Knowledge Bureau 30 CPE credits
IPBC 30 CE credits
RPA 30 CPE credits
AIC 4476 - LC - 7.25 hours
ICM 2970 - LC/AS - 30 hours
Investment Strategies in Charitable Giving
Knowledge Bureau 30 CPE credits
IPBC 30 CE credits
RPA 30 CPE credits
AIC 18946 - LC - 22 hours
Managerial Accounting
Knowledge Bureau 30 CPE credits
IPBC 30 CE credits
RPA 30 CPE credits
Portfolio Construction for Real Wealth Managers
Knowledge Bureau 30 CPE credits
IPBC 30 CE credits
RPA 30 CPE credits
AIC 12838 - LC - 20 hours
ICM 2978 - LC/AS - 30 hours
Portfolio Risk Manager
Knowledge Bureau 30 CPE credits
IPBC 30 CE credits
RPA 30 CPE credits
AIC 10788 - LC - 15 hours
T1 Professional Tax Preparation – Advanced
Knowledge Bureau 30 CPE credits
IPBC 30 CE credits
RPA 30 CPE credits
T1 Professional Tax Preparation – Basic
Knowledge Bureau 30 CPE credits
IPBC 30 CE credits
RPA 30 CPE credits
ICM 2971 - LC/AS - 30 hours
T1 Professional Tax Preparation – Proprietorships
Knowledge Bureau 30 CPE credits
IPBC 30 CE credits
RPA 30 CPE credits
IPBC 30 CE credits
T2 Corporate Tax Preparation for Micro Businesses
Knowledge Bureau 30 CPE credits
IPBC 30 CE credits
RPA 30 CPE credits
T2 Corporate Tax Preparation for Small Business
Knowledge Bureau 30 CPE credits
IPBC 30 CE credits
RPA 30 CPE credits
Tax Planning for Corporate Owner-Managers
Knowledge Bureau 30 CPE credits
IPBC 30 CE credits
RPA 30 CPE credits
AIC 12839 - LC - 20 hours
ICM 2982 - LC/AS - 30 hours
Tax Strategies for Financial Advisors
Knowledge Bureau 30 CPE credits
FPSC KNO13001 - 30 CE hours
IPBC 30 CE credits
RPA 30 CPE credits
AIC 33669 - LC - 30 hours
ICM 18309 - LC/AS - 30 hours
Use of Trusts in Tax and Estate Planning
Knowledge Bureau 30 CPE credits
IPBC 30 CE credits
RPA 30 CPE credits
AIC 4472 - LC - 7.25 hours
ICM 2984 - LC/AS - 30 hours
* Credits for future workshops and conferences are based on accreditation for the prior year