Maintaining Professional Credentials with Knowledge Bureau

Did you know that for graduates who earn a Designation from Knowledge Bureau, earning the credential is only the first step. To keep these designations active, graduates must complete an annual relicensing process. This ensures they remain up to date with legislative changes, regulatory requirements, and the highest standards of professional practice.

Why This Matters

The financial services industry is constantly changing. Recertification ensures that KB designates:

• Stay informed about current tax and financial planning developments.
• Continue to meet the professional education standards set by the Knowledge Bureau.
• Maintain the credibility and trust their clients and peers expect.

The VIP Affinity Program

Designates in good standing also have access to the VIP Affinity Program, which provides tuition savings on additional courses, preferred rates for CE Summits and conferences, exclusive research tools, and recognition opportunities at major events.

Designates who do not meet these requirements:

• Lose the right to use the designation.
• Are removed from public directories.
• Forfeit access to exclusive member benefits, including the VIP Affinity Program.

Whether you hold a KB designation yourself or work with someone who does, you can be assured that Knowledge Bureau graduates maintain their credentials through an ongoing commitment to professional excellence.