Caring is Sharing Financial Knowledge

Soon, a new decade begins and Canadians face a number of financial challenges, including the growth of debt-to-disposable income levels. Plus for seniors, there is the prospect of diminishing pensions as they face stock market volatility. Against this backdrop is the opportunity for tax and financial advisors to provide care by sharing more of their tax and financial knowledge in 2020.

The important role you play in your clients’ financial lives cannot be under-estimated in times of uncertainty. Client situations are increasingly complex and often require a greater depth of expertise. Today’s client is looking for a more cohesive, integrated, multi-generational and efficient financial planning process and outcome. By connecting family values and history to a long-term wealth management approach to help them make a difference, you can help more people in 2020 and provide better overall results with one, overall, integrated plan.

Think beyond just today, and help your clients establish a lasting legacy when you earn your RWM™ or MFA-P™, Philanthropy Designation.

Until December 20, enrol in any of the following options for only $945.

Any 2 online courses of your choice (regular tuition rate is $1,590): Choose Your Courses.

The Real Wealth Management (RWM™) Designation Program: Enrol in RWM™.

The MFA-P™, Philanthropy Designation Program: Enrol in MFA-P™.

Use code: 19SHARE

Enrol online, or call 1-866-953-4769

Taxes extra. Full payment only.

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