Last updated: January 08 2025

Register by Feb 15 and Earn New Specialized Credentials

The DMA™ Distinguished Master Advisor is a technical specialist in one or more financial disciplines: personal tax, corporate tax, accounting, or small business management and business transition services. Register by February 15 to earn new specialized credentials that build confidence, bring new solutions and build new networks!

Our online certificate courses lead you down the educational pathway towards designation and new specialist skills. Ideal training for those new to the Canadian taxation system, or to give experienced professionals a refresher on the latest tax news and information. Looking to start a new career or upskill your team?

Register by Feb. 15 and save $100 off regular tuition in the DMA™ Program...Only $895 per single course (regularly $995) or $695 per course to take the full Designation Program. VIP Designates and Grads save even more! Tuition reductions will automatically be applied upon registration.

DMA™ Personal Tax Services Specialist

Learn all aspects of personal tax filing on a deep level for employees, investors, small business owners, seniors and families who experience life events including new births, new personal residences, snowbirding, disability and death.  Offer confident, high value advice.

Course Curriculum

  • Professional Income Tax Filing - Level 1
  • Professional Income Tax Filing - Level 2
  • Filing Proprietorship Returns
  • Filing T3 Trust Returns
  • Filing Final Returns at Death
  • Cross Border Taxation

DMA™ Corporate Tax Services Specialist

Advance your career and guide clients through succession planning, valuations and transitions. You will be able to provide a superior level of service that will continue to pay off for your clients and your business.

Course Curriculum

  • Corporate Tax Filing Fundamentals
  • Tax Planning for Corporate Owner-Managers
  • Tax Planning for Incorporated Professionals
  • Investment Tax Strategies
  • Succession Planning for Owner-Managers
  • Tax in Asset Management

DMA™ Accounting Services Specialist™

Learn to apply comprehensive accounting and bookkeeping skills using professional software to multiple business profiles, prepare payroll, and management accounting functions. Deepen knowledge on business succession requirements, too.

  • Bookkeeping in a Digital World
  • Accounting for Multiple Business Profiles
  • Advanced Payroll for Small Business
  • Budgeting and Forecasting for Small Business
  • Understanding Business Valuation
  • Accounting for Business Growth and Transition

Small Business Services Specialist™

Business owners need to work on their businesses instead of just in them. Help develop business and succession plans as well as foundational policies and procedures to position the firm to scale. Learn more about business contract law, privacy and security matters critical to business success.

  • Leading Teams
  • Building Business Plans
  • Scaling Business Operations
  • Understanding Contracts
  • Privacy Principles
  • Succession Planning

Real Wealth Manager™ Program (RWM™)

Learn the skills to develop strategies for accumulation, growth, preservation and transition of sustainable wealth.

The RWM™ leads a multi-disciplinary advisory team with a deeper Know Your Client process that begins with a multi-generational approach, a systematic holistic analysis of tax efficient net worth and brings objective-based advice to joint decision-making.

Philanthropy Designation Program (MFA-P™)

The MFA-P™ provides specialized professional credentials to enable high-value philanthropic planning for individual and family legacies.

Register by Feb. 15 and save $100 off regular tuition in the DMA™ Program...Only $895 per single course (regularly $995) or $695 per course to take the full Designation Program. VIP Designates and Grads save even more! Tuition reductions will automatically be applied upon registration.