MFA-Retirement and Succession Services Specialist™
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?
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.
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.
Click on each course title to see the detailed content description, key concepts and learning outcomes for the course.