Programs & Courses

MFA-Executive Business Growth Services Specialist Program

Master Financial Advisor

Who Should Take This Program?

Advisors who want to tap into the multiplicity of financial news new business owners require, especially those who have recently acquired a business from a retiring owner.  Truly valuable advice for these clients takes more time, is broader and deeper.  To do it well  requires the skills and talents of a highly trained business growth specialist. Any advisor who wants to build their own business with scalability, and help other business owners do the same should take this program.

Competencies and Proficiency:

This MFA™ (Master Financial Advisor) possesses the skills to assist the small business owner to scale the enterprise from a one-to-four person, owner-managed business to a market-driven organization by assisting with strategic business planning, the building and documentation sound business processes, policies and procedures, the implementation of business building contracts for employees, subcontractors, leases, suppliers and others, marketing, personal leadership and networking  opportunities.

Peer-to-Peer Learning:

An important option is attendance at the CE Summits, a one-day instructor-led workshop held in November, January and May.  It is of particular benefit to students who seek in-person, peer-to-peer learning.

PDF Registration Option:

Register for the MFA-Executive Business Growth Services Specialist Program, substituting the Business Valuation for advisors course with the Business Builder Retreat held in Quebec City, November 10-11, 2018.

Register Online:

Click on each course title to see the detailed content description, key concepts and learning outcomes for the course.

Courses above may be substituted by one or more courses listed below. 6 completed courses are required to earn a designation.

Register by Email, Phone or Fax

Click Here to Register!


Download and print the application form
Email to:
Phone: 1-866-953-4769
Fax: 1-204-953-4762


What Graduates Say

You may have the expectation that your business will ultimately be worth something on transition. But, to make this a reality, your firm cannot be dependent on you the leader only. It is important to demonstrate that systems and knowledge reside in the firm, that it has a strong position in its marketplace and vibrant, recurring revenues. This program can help you build the foundations to make that happen. Jenifer Bartman