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DMA™ - Personal Tax Services Specialist

Professional Income Tax Filing - Level 1

This course introduces the five anchor profiles upon which every personal tax return is based-credit filing, employees, families and children, investors, and seniors.

Professional Income Tax Filing - Level 2

This course overviews common and advanced client profiles. Included is the dynamic and comprehensive tax research library: EverGreen Explanatory Notes.

Filing Proprietorship Returns

This course for professionals focuses on the self-employed business owner that is not incorporated.

Filing T3 Returns

This course introduces the types of trusts that may be created in Canada and how each of them is taxed.

Filing Returns at Death

This course deals comprehensively with the taxation of individual's final tax returns and the new relationship executors have in responsibilities with the CRA.

Tax Efficient Retirement Income Planning

This course allows advisors to develop a consistent process for multi-generational planning that looks at the tax-efficiency of both income and capital left for partners and beneficiaries.


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DMA™ - Accounting Services Specialist

Basic Bookkeeping in a Digital World

Bookkeeping in a Digital World is the perfect course for professionals in the bookkeeping, tax and financial services who wish to train their administrative staff to prepare company books, or for those with the professional role of preparing books for others.

Accounting for Multiple Business Profiles

In this course, you will learn to manage the bookkeeping functions for a variety of companies to deliver financial results from the simplest to a complex company.

Advanced Payroll for Small Business

Payroll rule changes have created an increased demand for knowledgeable bookkeepers who can administer payroll. This course will help you understand these rules.

Budgeting and Forecasting for Small Business

This course is perfect for professionals in bookkeeping, tax and financial services to gain the skills needed to assist or direct the budgeting process.

Understanding Business Valuation

This course is designed in a practical format and will help an advisor become a valuable resource to their clients when considering business valuation issues.

Accounting for Business Growth and Transition

This course addresses a range of areas that might be encountered during the evolution and growth of a company.


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DMA™ - Corporate Tax Services Specialist

Corporate Tax Filing Fundamentals

This course serves as an introduction to the filing of a corporate income tax return for small business operating under a corporate structure as a Canadian Controlled Private Corporation (CCPC).

Tax Planning for Corporate Owner-Managers

Learn to provide advice throughout the year with a view to minimizing the total amount of income taxes paid by the family.

Tax Planning for Incorporated Professionals

This course will focus on personal and corporate tax planning for small to medium sized businesses, owned and operated by professionals, with a special focus on financial advisors and medical practitioners.

Cross Border Taxation

This course provides comprehensive general knowledge on Canada/US cross border taxation issues.

Use of Trusts in Tax and Estate Planning

This course provides an understanding on how trusts are used to plan for the wealth and succession objectives of medium and high-worth clients.

Succession Planning for Owner-Managers

Understand the importance of succession planning for the business and key positions within the business.


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DMA™ - Retirement Income Services Specialist

Tax Efficient Retirement Income Planning

This course allows advisors to develop a consistent process for multi-generational planning that looks at the tax-efficiency of both income and capital left for partners and beneficiaries.

Use of Trusts in Tax and Estate Planning

This course provides an understanding on how trusts are used to plan for the wealth and succession objectives of medium and high-worth clients.

Investment Tax Strategies

This course covers a strategic and tax efficient investment income planning process which places capital accumulations in the right hands of individuals in the family.

Succession Planning for Owner-Managers

Understand the importance of succession planning for the business and key positions within the business.

Personal Pension Planning for Business Owners

In light of the new tax rules that penalize passive investments within CCPCs, advisors must understand how pension legislation can become a power tool to deal with wealth succession, business succession and tax optimization within a corporate environment.

Advising Family Businesses

Many small businesses in Canada are owned and operated by individuals who are at or near retirement age. This course will teach you to create strategies that can help clients and their companies’ function smoothly.


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DMA™ - Small Business Services Specialist

Leading Teams

This course will help you understand what is required to build your skills and to be prepared for continuous change as your business evolves towards expansion and maturity.

Building Business Plans

Learn more about how to structure and plan for the financial results you need to grow a market driven business someone will eventually buy.

Scaling Small Business Operations

The focus of this course is on establishing and enhancing a company's operational framework around which client relationships can be built and retained.

Advising Family Businesses

Many small businesses in Canada are owned and operated by individuals who are at or near retirement age. This course will teach you to create strategies that can help clients and their companies’ function smoothly.

Understanding Business Valuation

This course is designed in a practical format and will help an advisor become a valuable resource to their clients when considering business valuation issues.

Investment Tax Strategies

This course covers a strategic and tax efficient investment income planning process which places capital accumulations in the right hands of individuals in the family.


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RWM™ - Real Wealth Manager

RWM™ - Real Wealth Manager Designation Program

Lead a collaborative team of professionals and help your clients accumulate, grow, preserve and transition sustainable wealth. The RWM™ credentials signify comprehensive training in delivering holistic wealth management services.


Tools & Resources

Toolkit of 15 calculators

Your immediately implementable client relationship toolkit of 15 calculators. Provides answers to client questions about tax-efficient investing.

EverGreen Explanatory Notes

Your real-time online tax research library, available free with every certificate course, or by subscription. Take the straight line to success in finding answers to your tax questions - it's authoritative and invaluable in defending tax audits.

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