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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 CE Pre-approved CE*
Live/Virtual Events    
CE Summits 10 CE credits
20 CE credits for online course
AIC; ICM
Distinguished Advisor Conference 12-18 CE credits
up to 20 CE credits for online course
AIC; ICM; IIROC; Advocis
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
  Advocis 14 CE & 1 Ethics
  IIROC (cycle 8) 20 PD & 3 Compliance
     
RWM Designation Program KB 30 CE
  ICM 30 CE
  IIROC (cycle 8) 20 PD

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

website: Insurance Council of Manitoba (icm.mb.ca)

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 (Members can self-submit)

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 (Members can self-submit)

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.