Become a Distinguished Master Advisor with the Skills to Develop Tax-Efficient Solutions for Retirement!

Do you have the skills to provide the process and structure your clients will need to effectively plan for their retirement? Differentiate yourself, attract new clients and increase profits by providing a high value service as a trusted advisor to your clients as a DMA™- Retirement Income Services Specialist. Learn more risk-free by taking a free DMA™ Program Orientation!

Distinguished Master Advisor (DMA™) Designation Programs in each area of specialization and help you take the next step on your new pathway to specialized credentials. Take ten minutes and check out the Introduction to the DMA™- Retirement Income Services Specialist Program Orientation. Your experience includes an Orientation video, free course and calculator trials, and a special registration offer only until March 31. Check out the details here:

Learn more with this complimentary program orientation: register here for access!

First, watch the video Orientation. Then Take the Next Steps on Your Pathway to New Specialized Credentials. After the Orientation we invite you to continue your DMA™ Orientation Experience By:

  • Accessing the DMA™-Retirement Income Services Specialist Program trial: Take a Free Program Trial
  • Register in the DMA™ Program: check out your exclusive DMA™ program offer.

You'll also find additional educational resources we've selected for you based on your interest in this program, a 7-day free trial to the Tax Tip Toolkit (RWM™ Discovery Calculators and EverGreen Explanatory Notes), tips for funding your KB Education, and our 2024 Educational Calendar.

Your Orientation Experience Agenda:

  • About Knowledge Bureau
  • About Our Students
  • Who is this Program for?
  • Why is it important?
  • What courses are in it?
  • Where do you Study?
  • Orientation: Your Student Environment
  • Special Offer

Contact us for personal assistance at 1.866.953.4769 or learn@knowledgebureau.com