DMA ™ Program Orientation: Introducing the Retirement Income Services Specialist Program

There’s a new way to experience a Knowledge Bureau Education – completely risk-free! We just launched a new DMA™ Program Orientation experience to give you a feel for our 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 offer valid for 2 weeks from the launch date. Check out the details here:

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.

Advisors whose goal is to provide better financial coaching to boomers with significant life event decisions, and to answer key questions – Will I have enough? When should I take my CPP? Should I postpone my OAS? How will my severance be taxed? What does pension income splitting entail for my family? How does divorce impact the sale of the family business or cottage?

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 (expires 2 weeks after the Orientation launch date),

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