{"id":14452,"date":"2023-05-04T17:11:19","date_gmt":"2023-05-04T17:11:19","guid":{"rendered":"https:\/\/cpatacabamcdev.wpengine.com\/?page_id=14452"},"modified":"2025-07-28T15:22:14","modified_gmt":"2025-07-28T15:22:14","slug":"approved-training-programs","status":"publish","type":"page","link":"https:\/\/cpata-cabamc.ca\/en\/about-us\/regulatory-policies\/approved-training-programs\/","title":{"rendered":"Approved Training Programs"},"content":{"rendered":"\t\t
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Download PDF\u00a0<\/a><\/p>
NAME OF POLICY<\/strong><\/td>Approved Training Programs \u00a0\u00a0<\/strong><\/td><\/tr>
APPLICABLE SECTIONS OF THE ACT, BY-LAWS AND REGULATIONS and\/or PURPOSE<\/strong><\/td>

CPATA Act Sections 26(2) and 29(2)<\/p>

CPATA Regulation Sections 7(b)(i) and 11(b)(i)<\/p>

By-laws Section 54<\/p><\/td><\/tr>

RESPONSIBILITY<\/strong><\/td>Registrar<\/td>\u00a0<\/strong><\/td>\u00a0<\/strong><\/td><\/tr>
APPROVED BY<\/strong><\/td>EFFECTIVE<\/strong><\/td>REVIEWED<\/strong><\/td>REVISED<\/strong><\/td><\/tr>
Registrar<\/strong><\/td>May 1, 2023<\/td>June 17, 2025<\/td>June 25, 2025<\/td><\/tr><\/tbody><\/table>

In this policy:<\/p>

  1. \u201cApplicant\u201d means an individual who has applied for registration as a Class 3 Agent in Training licensee.<\/li>
  2. \u201cAgent in Training\u201d or \u201cTrainee\u201d means an individual who is registered as a Class 3 licensee and is in progress with the requirements to become licensed as a patent agent or trademark agent.<\/li>
  3. \u201cSupervisor\u201d means a Class 1, Class 2 licensee, or representative of the Patent Office or of the Office of the Registrar of Trademarks who has applied to the Registrar to oversee the training of a Class 3 licensee, including the presentation and prosecution of applications before the Canadian Intellectual Property Office (\u201cCIPO\u201d).<\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    Policy<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    CPATA is committed to setting standards of excellence for professional practice and helping licensees adhere to high competence and ethical standards. This enhances confidence in intellectual property professionals and services they provide. To this end, CPATA ensures Licensees deliver ethical and competent patent and trademark services through admissions programs designed to develop the competence of trainees, and promote equity, diversity and inclusion in the profession and the delivery of services[1]<\/a>.\u00a0<\/p>

    The approved training program is intended to provide opportunities for trainings to learn the knowledge concepts and obtain the skills set out in the CPATA Technical Competency Profiles for Patent Agents and Trademark Agents <\/a>and CPATA Professional Foundations Competency Profile for Patent Agents and Trademark Agents<\/a>, <\/a>\u00a0and understand their professional obligations under the Code of Professional Conduct<\/a>.<\/p>

    The approved training program required to establish eligibility for the skills examination(s) component of the qualifying examinations under section 54 of the by-laws is completion of twenty-four (24) months of training under the supervision of an approved training Supervisor, or the equivalent as determined by the <\/strong>Registrar\u2019s Policy on Prior Experience Assessments<\/strong><\/a>.<\/strong><\/p>

    Class 3 agents in training who have completed at least 12 months of approved supervised training will be eligible to attempt the Knowledge Examination, if they wish to do so. Training must be completed under the supervision of an approved training supervisor, or equivalent in the case of internationally trained applicants who have received a formal prior experience assessment.<\/p>

    Candidates who demonstrate competency on the knowledge examination must still complete a total of 24 months of approved supervised training, or equivalent in the case of internationally trained applicants who have received a formal prior experience assessment, to establish eligibility for the skills examinations.<\/p>

    Trainees are not required to attempt the Knowledge Examination until they have completed at least 24 months of approved supervised training.\u00a0<\/p>

    Training can be completed on a full-time or part-time basis.<\/p>

    Trainees can apply for recognition of prior experience completed during an internship or articling term if the training was supervised by a class 1 or class 2 licensee, or as described in the Registrar\u2019s Policy on Prior Experience Assessments<\/a>.<\/p>

    Supervisors are expected to provide training experiences that support the development of technical and professional competencies, which will prepare them for the qualifying examinations and professional practice.<\/p>

    With respect to Supervisor applications, the Registrar must:<\/p>

    1. Request additional information if the Registrar is unable to render a decision based on the information provided. Upon receipt the Registrar will reconsider the application; or<\/li>
    2. Authorize the Supervisor to supervise the applicant if they meet the requirements set out in the by-laws; or<\/li>
    3. Deny the request for the Supervisor to supervise the applicant if they do not meet the requirements set out in the by-laws.<\/li><\/ol>

      Details regarding the actions the Registrar may take with respect to recognition of prior experience, please review the Registrar\u2019s Policy on Prior Experience Assessments<\/a>.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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      Procedures<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      1. An Applicant submits an application to register as a Class 3 licensee, which includes the Training Supervisor Application Form, and\/or their request for a prior experience assessment.<\/li>
      2. Registration staff review the application, including all supporting documentation.<\/li>
      3. If the applicant submitted a request for a prior experience assessment, the procedures under the Registrar\u2019s Policy on Prior Experience Assessments<\/a> will be applied.<\/li>
      4. The Registrar will review the Training Supervisor Application form and training agreement to confirm the requirements regarding Supervisors[2]<\/a> are met and render a decision.<\/li>
      5. The College will provide the Registrar\u2019s written decision to the applicant and will provide instructions for appealing the decision to the Registration Committee should the Registrar decide to deny a Supervisor application request and\/or deny the recognition of prior experience or grant partial recognition of prior experience.<\/li>
      6. The applicant may request a review of the Registrar\u2019s decision in accordance with the by-laws and the Registrar\u2019s Policy in Requesting a Review of a Registrar\u2019s Decision<\/a>.<\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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        1 \u00a0Governance Policies and Practices<\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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        2 By-laws Section 64\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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        REFERENCES\u00a0<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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        CPATA Act<\/a><\/p>

        CPATA Regulations\u00a0<\/span>\u00a0<\/span><\/a><\/p>

        CPATA By-laws\u00a0<\/span>\u00a0<\/span><\/a><\/p>

        Registrar\u2019s Policy on Prior Experience Assessments<\/a><\/p>

        Registrar\u2019s Policy in Requesting a Review of a Registrar\u2019s Decision<\/a><\/p>

        CPATA Technical Competency Profiles for Patent Agents and Trademark Agents<\/a><\/p>

        CPATA Professional Foundations Competency Profile for Patent Agents and Trademark Agents<\/a><\/p>

        Code of Professional Conduct<\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

        Download PDF\u00a0 NAME OF POLICY Approved Training Programs \u00a0\u00a0 APPLICABLE SECTIONS OF THE ACT, BY-LAWS<\/p>\n","protected":false},"author":6,"featured_media":0,"parent":1067,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"site-sidebar-layout":"no-sidebar","site-content-layout":"page-builder","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"folder":[],"class_list":["post-14452","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nApproved Training Programs - 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