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Accreditation
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. Many professionals have CE/CPD requirements with regulatory organizations and other professional bodies. A list of many of these organizations has been provided below.
Most organizations recognize courses provided by Knowledge Bureau, awarding 1 CE/CPD per hour of studies. If submitting to any professional body, review their standards for continuing education prior to submission. All education provided by Knowledge Bureau is recognized for Knowledge Bureau Designation requirements.
| Knowledge Bureau (KB) CE | Pre-approved CE* | |
| Live/Virtual Events | ||
| CE Summits | 10 CE credits 20 CE credits for online course |
AIC; ICM; IIROC |
| DAC Acuity | 12-18 CE credits | AIC; ICM; IIROC; IAFE; MFDA |
| Online Self Study Courses | up to 30 CE credits per course | See below |
* Knowledge Bureau submits for approval to the indicated organizations in the above table. The actual amount of CE may vary based on each event.
Please contact 1-866-953-4769 or registrar@knowledgebureau.com for further details.
| MFA-P (Philanthropy) Designation Program | KB | 90 CE |
| ICM | 20 CE | |
| IAFE | 14 CE & 1 Ethics | |
| IIROC (cycle 9) | 20 PD & 3 Compliance | |
| RWM™ Designation Program | KB | 30 CE |
| ICM | 30 CE | |
| IIROC (cycle 9) | 20 PD | |
| DMA™ Designation Programs Personal Tax Services Specialist Accounting Services Specialist Corporate Tax Services Specialist Retirement Income Services Specialist Small Business Management |
KB | 180 CE |
| Privacy Principles in Business | KB | 30 CE |
| IIROC (cycle 9) | 10 Compliance |
CPA (Chartered Accountants)
The Chartered Professional Accountants accepts a broad range of programs that are designed to sustain and enhance the skills of members.
CE/CPD Pre- Approval Required: No
Website: https://www.cpacanada.ca/
ATAP (Association of Tax and Accounting Professionals)
Knowledge Bureau and ATAP are pleased to announce their strategic educational alliance, which brings professional development opportunities to ATAP members.
CE/CPD Pre- Approval Required: No
Website: https://www.atapcanada.org/site/home
PBA
The PBA Society of Canada, formerly the Registered Professional Accountants’ Association of Canada (RPAC), is committed to promoting accounting to a diverse group of designated accountants.
CE/CPD Pre- Approval Required: No
Website: https://www.pba-canada.org/
CPB Canada
Certified Professional Bookkeepers Association of Canada designed for bookkeepers across Canada.
CE/CPD Pre- Approval Required: No
Website: https://cpbcan.ca/
Financial Services Commission of Ontario
| Renewal period: | 2 years from anniversary |
| CE Requirements: | 30 CE Credits |
| Requires pre-approval submission: | No |
website: Financial Services Commission of Ontario. (gov.on.ca)
Chambre de la Securite Financiere (CSF)
| Renewal period: | Nov 30 2021, every 2 years thereafter |
| CE Requirements: | 30 PD (10 General;10 Insurance;10 compliance/ethics) |
| Requires pre-approval submission: | Yes |
website: The Chambre - Chambre de la sécurité financière (chambresf.com)
Insurance Council of British Columbia (ICBC)
| Renewal period: | Annually by May 31 |
| CE Requirements: | 15 CE Credits |
| Requires pre-approval submission: | No |
website: Insurance Council of British Columbia│Home (insurancecouncilofbc.com)
Alberta Insurance Council (AIC)
| Renewal period: | Annually by June 30 |
| CE Requirements: | 15 CE Credits |
| Requires pre-approval submission: | Yes |
website: Alberta Insurance Council (abcouncil.ab.ca)
Insurance Councils of Saskatchewan (ICS)
| Renewal period: | Annually |
| CE Requirements: | 15 CE (10 Insurance; 5 general) |
| Requires pre-approval submission: | No |
website: https://www.skcouncil.sk.ca
Insurance Council of Manitoba (ICM)
| Renewal period: | Annually by May 31 |
| CE Requirements: | 15 CE Credits |
| Requires pre-approval submission: | Yes |
Investment Industry Regulatory organization of Canada (IIROC)
| Renewal period: | Cycle 9 ends Dec 31, 2023 |
| CE Requirements: | 20 PD; 10 Compliance |
| Requires pre-approval submission: | Yes |
website: Investment Industry Regulatory Organization of Canada (IIROC)
Mutual Funds Dealers Association
| Renewal period: | Annually |
| CE Requirements: | up to 30 CE Credits |
| Requires pre-approval submission: | Yes |
website: MFDA | Official Website of The Mutual Fund Dealers Association of Canada
Financial Planning Standards Council (FPCanada)
| Renewal period: | Annually by Dec 31 |
| CE Requirements: | CFP (25 annually), QAFP (12 annually) |
| Requires pre-approval submission: | Yes |
website: Home | FP Canada
Advocis (The Institute: IAFE)
| Renewal period: | Annually by December 31 |
| CE Requirements: | up to 30 CE Credits |
| Requires pre-approval submission: | Yes |
website: Home - IAFE
Institute of Advanced Financial Planners (IAFP)
| Renewal period: | Annually to December 31 |
| CE Requirements: | up to 30 CE Credits |
| Requires pre-approval submission: | No |
website: The IAFP advocates for financial planners, the profession, and consumers
Institut Quebecois de Planification (IQPF)
| Renewal period: | Nov 30 of every odd year, 2year cycle |
| CE Requirements: | 40 PDUs |
| Requires pre-approval submission: | Yes |
website: Institut québécois de planification financière (iqpf.org)
Society of Trust and Estate Practioners (STEP)
| Renewal period: | Annually by March 31 |
| CE Requirements: | TEP (1 ethics; otherwise self assessed) |
| Requires pre-approval submission: | No |
website: STEP Canada
Note: If you would like your professional association to be listed, please contact registrar@knowledgebureau.com.
Important note: Knowledge Bureau does not seek pre-approval of CE Credits for its programs from all organizations. Many organizations permit advisors to self-assess and self-report appropriate program CE Credits. Advisors are responsible for ensuring that CE credits are applicable to the individual regulatory, licensing, designation, and professional membership bodies under which they are governed. Should the CE applicability of a Knowledge Bureau-accredited program be questioned in an audit situation, please contact us at registrar@knowledgebureau.com for assistance.
