Grad in the News – Harvey Agustin, RRC® CFP® CLU® CHS™ CEA® MFA-P™ RWM™

This month, Knowledge Bureau Report celebrates the achievements of Harvey Agustin, an outstanding professional from Calgary, Alberta who has recently designated as and RWM™ - Real Wealth Manager and an MFA-P™ - Philanthropic Services Specialist.  He tells us what these achievements have meant to him. 

How would you tell your Knowledge Bureau Graduation story to a friend?

Hey friend – I just got two designations in less than a year with Knowledge Bureau -  amazing program and people!

Why did you decide to take a KB course?

I was intrigued by the courses offered online so I looked up the MFA-P™ first. I did the MFA-P™ during the pandemic (Christmas holiday) because I wanted to explore the program and expand my knowledge on Philanthropy.  As there was a special promotion on the RWM™ course at the time, I grabbed the opportunity to learn.

What did you like about it?

Self-paced, both programs provide additional knowledge to what I am currently doing.

What was your biggest “aha” moment?

Most of the curriculum is based on my daily routine; solidifying my business practices!

Did anything surprise you in the courses?

The materials are easy to navigate and understand i.e.: light reading. I thought it was going to be heavy on the technical side. I really like the tools/calculators with the RWM™ :D.

How did you feel after completing your course and receiving your certificate?

Accomplished!

How will you use your new knowledge?

I am going to apply it on the daily business routine for the betterment of my clients

What did your family think about your commitment to the program?

My wife was surprised to see I have done both designations!

What is the glimpse of wisdom you can share with our readers?

Don’t just plan it, do it! Great information and highly recommended!

Would you recommend the courses of the Knowledge Bureau? 

Absolutely!

Any advice for us to take back to our team?

I just want to thank Knowledge Bureau educational consultant Martin Chatrin for his politeness and professionalism. He’s one of the reasons why I have fulfilled both designations in less than a year!