All New RWM™ Program:  6 New Modules Help Your Build Your Future Practice

Build the tax accounting and financial services practice of the future.  Real Wealth Management™ democratizes the Family Office concept previously only available to ultra-high net worth families.  Now, experienced advisors in Canada can learn to practice holistically with their best tax foot forward – such a critical piece of the capital sustainability puzzle for wealth holders.

Real Wealth Management has three critical practice management components which integrate traditional planning processes with income, tax and estate planning.  It begins with a consistent focus on four elements in decision-making:  accumulation, growth, preservation and transition of wealth. 

Real Wealth Management also puts an equal focus on tax-efficient  income and capital at each stage of life – for every family stakeholder.

Finally, Real Wealth Management is the only educational framework that integrates a multi-stakeholder professional advisory approach to build, implement and bring accountability to a strategic planning solution, focused on multi-generational, net family wealth.

It’s the right time to earn new credentials to manage those Real Wealth plans by developing the deep knowledge and networking capabilities to build and lead new relationships with a multi-disciplinary team of professionals.  You can be that trusted, highly trained Real Wealth Manager™  who can work towards under one strategic plan that establishes and implements client goals. 

Check out this week’s  release of the brand-new Real Wealth Management Program™.  Under the RWM™ approach, what matters is what you keep and what it’s worth when you need it in the future. Therefore, RWMs™ focus on strategies to minimize taxes and costs while anticipating the long-term impact of inflation to effectively manage and minimize risk to savings.

Truly wealthy people have peace of mind.  They are looking to find you; the RWM™ behind your name will make that possible.

Check out the New Practice Management Modules in this newly revised RWM™ program to help you implement strategic approaches focused on these goals into your practice to add even more value to the important new credentials that you’ll earn.

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PART A: RWM Strategy

• 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

PART B: RWM Process

• Module 5 | Accumulation
• Module 6 | Growth
• Module 7 | Preservation
• Module 8 | Transition
• Module 9 | Objective-Based Family Planning

PART C:  RWM Theory:  The Tax Backdrop

• 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 Shareholder Equity (Corporate Fundamentals)
• Module 14| CCPC Planning – Shareholder Remuneration (Incorporated Pros)

PART D:  RWM:  Practice Management

• 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

“I was surprised at how well the course was structured; it sets you up for success. Loved it! It was a wonderful revitalization of the value that we are bringing to our clients.”

• Doug Buss, RWM™