Get Up to $300 Bonus on Tuition Rates – Final Registration for Fall Session September 15

It's time to head back to school and now is the perfect time to train yourself and your team for the upcoming year-end, tax, and RRSP seasons. Register by September 15 for best tuition rates of the year.

Update skills, expand knowledge, and further develop your high performance team to exceed your clients’ expectations.

Select from our extensive list of certificate courses to hone your skills, fill knowledge gaps, and satisfy continuing education requirements, or choose from one of five DFA-Specialist™ or MFA™ designations programs to elevate your specialized knowledge and boost your business.

Enrol in our Fall Session by September 15 to ensure you receive the best tuition rates. Save up to 30% plus earn a full pay bonus of $300!

Distinguish Yourself with Designations that Make a Difference

Achieving your Distinguished Financial Advisor-Specialist™ or Master Financial Advisor™ designation enhances your professional development in a meaningful way. Invest in your team.

DFA-Tax Services Specialist

• T1 Professional Tax Preparation – Basic
• T1 Professional Tax Preparation – Advanced
• T1 Professional Tax Preparation – Proprietorships
• Final Returns on Death of a Taxpayer
• Cross Border Taxation
• T2 Corporate Tax Preparation – Basic

DFA-Bookkeeping Services Specialist

• Basic Bookkeeping for Small Businesses
• Advanced Bookkeeping for Multiple Businesses
• Advanced Payroll
• Managerial Accounting
• Tax Planning for Corporate Owner-Managers
• T2 Corporate Tax Preparation – Basic

MFA-Business Services Specialist

• Elements of Real Wealth Management
• T1 Professional Tax Preparation – Proprietorships
• Tax Planning for Corporate Owner-Managers
• Advising Family Businesses
• Cross Border Taxation
• Accounting for Business Transitions

MFA-Retirement Income Specialist

• Elements of Real Wealth Management
• Tax Strategies for Financial Advisors
• Advanced Tax-Efficient Retirement Income Planning
• Debt and Cash Flow Management
• Financial Literacy: Assessing Risk and Return
• Investment Strategies in Charitable Giving

MFA-Succession and Estate Planning Specialist

• Elements of Real Wealth Management
• Fundamentals of Succession Planning
• Final Returns on Death of a Taxpayer
• Use of Trusts in Tax and Estate Planning
• Insurance Strategies for the Small Business Owner
• Business Valuation for Advisors