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.
- Accreditation Opportunities
from Knowledge Bureau by Profile - Accreditation Opportunities
from Knowledge Bureau by Course/Event
| 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. |
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| 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: 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 | |
| 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 | |
| Tax-Efficient Retirement Income Planning | 12996 - LC - 30 hours | |
| Use of Trusts in Tax and Estate Planning | 4472 - LC - 7.25 hours | |
| CSF Chambre de la Securite Financiere |
Knowledge Bureau does not pre-approve with the Chambre de la Securite Financiere. For more information go to www.chambresf.com. |
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| FSCO Financial Services Commission of Ontario |
They do 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. |
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| ICBC Insurance Council of BC |
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 |
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| 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. |
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| 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: Assessing Risk and Return | 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 | |
| Tax-Efficient Retirement Income Planning | 7419 - LC/AS - 30 hours | |
| Use of Trusts in Tax and Estate Planning | 2984 - LC/AS - 30 hours | |
| ICSK Insurance Council of SK |
The 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. |
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| Financial Advisors | ||
|---|---|---|
| Advocis The Financial Advisors Association of Canada |
We have reviewed the Institutes Practice Guidelines for Financial Advisors and Planners and have programs developed to meet these guidelines. Members are able to self-submit through an online form which we provide all the necessary documentation required to obtain CE credits. See the Institute for Advanced Financial Education for more details. |
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| FPSC Financial Planning Standards Council |
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. Select programs have been reviewed for pre-approval with FPSC. For more information go to www.fpsc.ca. |
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| 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 |
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. |
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| Tax / Accounting / Bookkeeping | ||
|---|---|---|
| CA 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. |
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| Accounting for Business Transitions | ||
| 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. |
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| Accounting for Business Transitions | ||
| Advanced Bookkeeping for Multiple Businesses | ||
| CMA 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. |
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| Accounting for Business Transitions | ||
| 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. |
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| 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. |
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| 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. |
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| Accounting for Business Transitions | ||
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| Accounting for Business Transitions |
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| Advanced Bookkeeping for Multiple Businesses |
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| Advanced Payroll |
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| Advising Family Businesses |
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| Basic Bookkeeping for Small Businesses |
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| Business Valuation for Advisors |
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| Cross Border Taxation |
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| Debt and Cash Flow Management |
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| Elements of Real Wealth Management |
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| Final Returns on Death of a Taxpayer |
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| Financial Literacy: Assessing Risk and Return |
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| Fundamentals of Succession Planning |
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| Insurance Strategies for the Small Business Owner |
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| Investment Strategies in Charitable Giving |
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| Managerial Accounting |
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| Portfolio Construction for Real Wealth Managers |
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| Portfolio Risk Manager |
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| T1 Professional Tax Preparation – Advanced |
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| T1 Professional Tax Preparation – Basic |
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| T1 Professional Tax Preparation – Proprietorships |
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| T2 Corporate Tax Preparation – Basic |
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| Tax Planning for Corporate Owner-Managers |
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| Tax Strategies for Financial Advisors |
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| Tax-Efficient Retirement Income Planning |
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| Use of Trusts in Tax and Estate Planning |
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