Act by Dec 15 -  Grow Your Practice Focused on Collaborative, Financial Leadership

Do you want to be part of a transformative change in the financial services industry in 2024!  Make a difference while you differentiate with new credentials and a collaborative approach to leadership in building your practice and a natural referral network, too, with the Real Wealth Management™ Designation Program. The RWM™ approaches conversations with clients on a deeper level while following a compliant framework that goes beyond KYC and KYP – all to enable greater financial piece of mind. Now until December 15 you can save $200 on tuition!

Note: tuition savings for the RWM™ Program will be applied automatically upon registration until December 15.

About the RWM™ Program

One of the most respected programs in the industry. EARN YOUR DESIGNATION in 18 modules.

As a designated specialist, provide high value advice to help people meet wealth management goals. Study time is flexible—take up to 9 months to finish. This is a high-value program of special interest to tax and financial advisors, retirement, investment, insurance and estate planners, but also perfect for any individual wishing to take control of the wealth they accumulate throughout their lifetime.

“Being a Real Wealth Manager™ and belonging to the Society of RWM™ allows me to work with like minded professionals to continue to help our clients have the best possible tools available to them to improve their overall goals and aspirations for their own wealth and their family’s wealth.”- Theresa Wever, MFA™, CFP, EPC, RWM™, Branch manager & Financial Advisor, Wever Financial

Who Should Take RWM™? Advisors who truly want to offer a new value proposition and build strong, inter-generational, multi-advisory relationships throughout personal and financial lifecycles, will want to use a new approach: Real Wealth Management.

“Assisting individuals to accumulate wealth is complicated work. Effective advisors need to understand tax, business, finance and investment. I really need to rely on the updated information from a reliable educational organization.” - Derek G. Nicoll, CFP,CHS RWM™, Partner, Finuity Wealth

Graduates of the program will end up with these necessary skills: Managing the team of specialists to provide required expertise for financial solutions; implementing the RWM strategy on an efficient after-tax, after-cost basis with all stakeholders analyzing financial data expertly and consistently over time to meet financial milestones and reviewing and adjusting the strategy and process to meet ongoing client objectives.

Program Content

• Module 1 | Defining Real Wealth Management
• Module 2 | The Strategic Approach in Real Wealth Management
• Module 3 | The RWM Process
• Module 4 | The Costs of Building Wealth
• Module 5 | Accumulation
• Module 6 | Growth
• Module 7 | Preservation
• Module 8 | Transition
• Module 9 | Objective-Based Family Planning
• Module 10 | Tax Strategies: Managing Sources of Income and Capital
• Module 11 | Cross-Border Issues - Canadians and US Investments
• Module 12 | Start Ups: Incorporated or Unincorporated
• Module 13 | CCPC Planning - Understanding
• Module 14 | CCPC Planning Shareholder Remuneration
• Module 15 | Leading the Real Wealth Management Strategy
• Module 16 | Sharing the Plan with Inter-Advisory Stakeholders
• Module 17 | Analysis, Accountability and Go Forward Planning
• Module 18 | You, the Real Wealth Manager

Accreditation: 30 Knowledge Bureau, 10 Compliance Credits with IIROC (Cycle 9)

Included:  Membership to  the Society of Real Wealth Managers™:

RWM Unique Value Proposition:

1. Earn an Important New Credential
   • Start your educational pathway towards prestigious Designation
   • Included in the Program: newly updated 18-module online course, access to the RWM™ Discovery Calculators and tools, earn your CE/CPD credits
   • Explore education for the next level of holistic wealth professional advisory services!
2. Connect, Contribute and Collaborate with the Society of Real Wealth Managers™
   • Connect with a like minded group of financial leaders through cross-referral and networking opportunities.
   • Members of the Society of Real Wealth Managers™ commit to an annual membership (first year students receive a free membership)
   • Receive the Knowledge Bureau Discovery Toolkit with your membership.Use of the tools qualifies you for 15 CE/CPD credits to keep your RWM™ credentials in good standing with Knowledge Bureau. IIROC credits available, too.
   • Contribute to building a collaborative network of Real Wealth Managers™.consider becoming a featured speaker at Society of RWM™ periodic “Meetings of the Minds”.
   • Participate in the development and discussion of true-to-life RWM™ cases to share with members.
   • Collaborate and engage with other like-minded financial leaders.Join us for virtual classroom sessions to introduce you to the RWM™ program.
   • Members of the Society of RWM™ are listed on the member directory: share your professional value proposition.
3. Grow Your Practice: Build Your Family Wealth Office
   • Apply Your RWM™ Tools in Practice. Knowledge Bureau’s suite of calculators is your Client Relationship Toolkit. Designed to provide you with answers to trigger questions your clients have about tax efficiency and the important financial decisions they need to make.
   • Harness the Power of Your RWM™ Referral Network. Benefit from ease of collaboration in practice with trusted like-minded individuals you can partner with professionally to the benefit of your clients, in a timely fashion.
   • Create New Intergenerational Planning Opportunities. Your new value proposition will create a natural referral to the next generation that will help you grow your practice.

Note: tuition savings for the RWM™ Program will be applied automatically upon registration until December 15.

Existing RWM™ ready to renew your membership to the Society of Real Wealth Managers™? You can renew online here!