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Certificate Course

Advanced Retirement & Estate Planning

Program

DMA - Business Transition Services Specialist

Overview

This online course is ideal for training staff working in independent tax filing firms, CPAs in public practice, financial services firms, public trustees, legal assistants, municipal officers, payroll and software companies who employ staff involved with Retirement and Estate Planning.

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Student Experience

“It's not just about the lead topic, ie. Federal Budget changes, but introducing different strategies for different clients, such as Personal Pension Plans and Insurance funds; always a broad perspective with varied topics.” – Maureen Carse

Opportunity

The course features recordings of the instructor-led sessions from the May 20 Virtual CE Summit, and you’ll earn 30 CE credits and important new credentials that provides a full course credit towards the MFA™-Pension & Estate Services Specialist Designation Program.

CE | CPD Credits

30

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Learn Your Way

Online 24/7

Every course you take with Knowledge Bureau counts on your academic pathway. Qualify for tuition rebates by taking a certificate course, diploma program or designation program.

In-Class

Complement your online education with CE Summits. Held in November, January and May, these one-day, instructor-led workshops offer peer-to-peer learning experiences to students who prefer studying in groups.

In-Conference

Annual three-day Distinguished Advisor Conferences focus on finding solutions for the challenges faced by businesses in a global marketplace.

Knowledge Base

Tap into a comprehensive, centralized clearinghouse of trusted information, including great books, Knowledge Bureau Report, online calculators and research libraries.

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