Portfolio Options Terms and Conditions


Portfolio and Portfolio Plus are upgrades that help you maximize the value of your CBA membership. The full and current Portfolio and Portfolio Plus details are available here, and are subject to change at any time without notice.

The CBA’s Portfolio and Portfolio Plus Options may be purchased in addition to the Regular CBA Membership and there is a limit of one per member, per membership year.

The Portfolio and Portfolio Plus Options must be paid in full prior to activation. Portfolio and Portfolio Plus Options cannot be purchased via the CBA’s pre-authorized payment options.

Portfolio and Portfolio Plus Options are not eligible to be discounted, pro-rated, transferred or refunded.


Education credits are a pre-determined dollar amount applied toward the purchase of various products, services and activities offered by the CBA, Branches and the CCCA. They are part of the Portfolio and Portfolio Plus Options. Education credits included in each option are only activated once we have received your payment.

Education Credits can be applied toward the purchase of a variety of qualified CBA products, services and activities such as: PD, Section fees (where applicable), print and video material, subscriptions (excluding CBA National Magazine and The Canadian Bar Review), mid-winter meetings, conferences, etc.

Education credits are only available for purchase through CBA's Portfolio and Portfolio Plus Options.

Any unused Education credits accumulated in a given membership year may be carried forward to subsequent CBA membership years.


The Rebate Reward is only available to individual members through the CBA's Portfolio and Portfolio Plus Options.

The amount of the rebate is based on the total dollar amount a member spent on qualifying purchases (excluding membership and Portfolio and Portfolio Plus Options fees), between June 1 and May 31 of the previous CBA membership year, and will be applied on the following year's CBA membership renewal invoice.

Depending on which Portfolio and Portfolio Plus Option you select, your savings is equivalent to 3% or 5%. You will receive the rebate as a reduction on next year’s CBA membership renewal invoice. Should a member choose not renew their membership, the rebate will be forfeited.


The monthly pre-authorized payment (PAP) options are not available to Law Student or Scholar members.

If you elect to pay your CBA membership by monthly PAP, the CBA is hereby authorized to process the payment, on the 15th (or next business day) of each month; until notice is provided to the contrary.

All CBA membership payments must be paid in full at least 60 days prior to the next annual renewal (September 1).

The monthly PAP options are a service that is offered to members of the CBA, at its sole discretion. The CBA reserves the right to discontinue this payment option due to a declined payment, or for any other reason, at any time.

It is the member's responsibility to notify the CBA of any changes to their payment information, or to terminate this authorization, no less than five (5) business days prior to the next transaction date. Payment details can be updated online at cba.org/update.

Should a member decide to cancel their membership (or monthly PAP plan), the entire remaining balance is immediately due in full.

The member agrees to the terms and conditions stated herein, and warrant that all persons, whose signature(s) are required, have signed this agreement.