Retirement Planning Courses

MFA-Retirement and Succession Services Specialist™

Master Financial Advisor

Who Should Take This Program?

Advisors whose goal is to provide better financial coaching to boomers with significant life event decisions, and to answer key questions – Will I have enough?  When should I take my CPP?  Should I postpone my OAS?  How will my severance be taxed?  What does pension income splitting entail for my family?  How does divorce impact the sale of the family business or cottage? Learn how to answer these questions with comprehensive retirement planning specialist courses.

Competencies and Proficiency:

This MFA possesses the knowledge and skills to assist the retiring individual or couple to manage debt and cash flow in pre-retirement, understand the fundamentals tax-efficient retirement income planning, deliver on a tax efficient investment strategy for the whole family, manage portfolio risk in retirement and discover the fundamentals of succession planning that are right for the family as well as advantages of using trusts in tax and estate planning.

Peer-to-Peer Learning:

In addition to completing the retirement planning specialist courses, 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.

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

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


Related Books

What Graduates Say

I have gained an excellent wealth of information from the last three courses taken through this program. My understanding of the Succession Planning process has deepened with the use of the invaluable tools as well as the importance of building a "Wealth Team" to help create the ultimate client experience. These courses will be an added bonus to my education skill-set. Delores M., SK