Looking for IIROC Credits? Take the RWM™ OR MFA-P™ Program

Knowledge Bureau is pleased to announce that two of its designation programs qualify for IIROC Credits:  The RWM™ (Real Wealth Manager) Designation qualifies for 20 PD credits and the MFA-P™ (Philanthropy) designation provides 20 PD and 3 Compliance Credits.

 In addition IIROC, AIC and Insurance Council credits are available by taking the DAC (Distinguished Financial Advisor) Online Course which you can earn 12.5 PD credits and .75 Compliance Credits. The best news?  All of these programs can be taken anytime, 24/7 online in the convenience of your home or office.  Check out the program guides: 

RWM™

One of the most respected programs in the industry. EARN YOUR DESIGNATION in 18 modules.

As a designated specialist, provide high value advice to help people meet wealth management goals. Study time is flexible—take up to 9 months to finish. This is a high-value program of special interest to tax and financial advisors, retirement, investment, insurance and estate planners, but also perfect for any individual wishing to take control of the wealth they accumulate throughout their lifetime.

Who Should Take RWM™? Advisors who truly want to offer a new value proposition and build strong, inter-generational, multi-advisory relationships throughout personal and financial lifecycles, will want to use a new approach: Real Wealth Management.

Graduates of the program will end up with these necessary skills: Managing the team of specialists to provide required expertise for financial solutions; implementing the RWM strategy on an efficient after-tax, after-cost basis with all stakeholders analyzing financial data expertly and consistently over time to meet financial milestones and reviewing and adjusting the strategy and process to meet ongoing client objectives.

Program Content

• 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
• Module 5 | Accumulation
• Module 6 | Growth
• Module 7 | Preservation
• Module 8 | Transition
• Module 9 | Objective-Based Family Planning
• 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
• Module 14 | CCPC Planning Shareholder Remuneration
• 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

MFA-P™

This program is for professionals who are looking for specialized credentials to develop plans with individuals and families interested in strategic philanthropy. This is an investment trend that is increasingly important to generations of all ages. EARN YOUR DESIGNATION in under one year with three  courses. As a designated specialist, provide high value advice to help people meet goals and responsibilities. Study time is flexible—take up to 9 months to finish.

Objectives of the MFA-P™ Philanthropy Designation - Learn How to:

-Introduce conversations about strategic philanthropy with a consistent and thorough discovery process in your work with taxpayers who want to make a bigger difference with their donations.

-Focus on gift planning strategies and vehicles that are both right and relevant to a donor’s goals, bringing with a strong working knowledge of tax outcomes during lifetime and through bequests

-Bring confident and practical experience to your conversations with a multitude of donor goals by experiencing numerous true-to-life case studies to help you anticipate and apply your knowledge.

The Components of the MFA-P Program:

The program includes three online courses, describe in detail behind the links below.

Introduction to Strategic Philanthropy

Understanding the Charitable Sector

Integrating Gift Planning

“We are delighted to announce the publication of the new MFA-P™ designation program. All of our partners and faculty members have worked hard to develop a program to help you confidently and effectively deliver on your clients’ social impact goals, by working more collaboratively with all the stakeholders to successful giving – the donor, the financial advisors and the charity. The MFA-P™ marks signify an embellishment of your professional knowledge, skills and standards in providing strategic planning services to philanthropic clients.”

- Evelyn Jacks, President of Knowledge Bureau

The Distinguished Advisor Conference (Online Edition)

You may have missed the live event but you can still gain access to critical content focused on today’s essential financial topics.

Below is a listing of the Table of Contents:

• SUPREME PROFESSIONALISM - Giving Purpose To Wealth
• VELOCITY: THE SPEED OF CHANGE AND ITS EFFECTS ON YOUR WORK
• ETHICAL BEHAVIOURS: Breaking Down The Duty Of Care
• THE VELOCITY OF MONEY: The Rate Of Spending and its Impact on Investors
• COMING HOME: The Tax Quagmire For Ex-Pats
• ESTATE PLANNING WITH GENERATION DREAD: Finding Financial Peace Of Mind Through The Emotional Despair Of Climate Change
• WHY CONSIDER ALTERNATIVE INVESTMENTS? Because The Future May Not Look Like The Past
• MANAGING FOMO: Fear Of Missing Out
• TRUTH AND RECONCILIATION
• PANEL DISCUSSION: The Changing Faces of Wealth
• HELP WANTED: Transformative Leadership For Canada
• THE SPEED OF TAX CHANGE: What It Means For You And Your Clients Against Inflationary Headwinds
• MOMENTUM: From The Executive Suite How Richardson Wealth Started Thinking About Capturing Their Opportunities
• HOW TO GET MORE DISTANCE FROM PENSION PLANS
• EMPLOYEE BENEFITS:  A Holistic Approach To Innovative And Efficient Design
• PLANNING FOR DISABILITY: A Multi-Advisory Case Study
• FIRESIDE CHAT: DOING GOOD: Why Making a Social Impact Matters to Your Next Client. . .and to Your Business
• VELOCITY & THE NEED FOR SPEED TO SUCCEED - Push Your Limits While Remaining Balanced

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