Real Wealth Management: The key to sustaining family wealth

The Boomers are the wealthiest generation in Canada’s history. And as such, they have complex financial problems that require the expertise of a highly skilled financial advisor.

However, they have trouble finding the right person with the comprehensive knowledge, which is why you want to become a Real Wealth Manager^TM. 
This generation gained that wealth by being over-achievers, trail-blazers and mavericks who contributed great things to our country and the world. Now as they head towards retirement—their next great adventure—they are looking for multi-faceted expert advice that will ensure their financial legacies last for several generations. This kind of challenge requires the expertise of a Real Wealth Manager^TM (RWM). By becoming an RWM, you’ll gain a competitive edge and become that go-to, sought-out expert to your clients.
The program consists of 11 modules:

• Defining Real Wealth Management
• The Strategic Approach in Real Wealth Management
• The Costs of Building Wealth
• Objective-Based Planning and Joint Decision Making
• Managing Sources of Income and Capital
• The Real Wealth Management Process
• Elements of RWM: Accumulation
• Elements of RWM: Growth
• Elements of RWM: Preservation
• Elements of RWM: Transition
• Leading the Real Wealth Management Strategy™

In addition, there are two practice management opportunities:

• PMT – practice management thesis: develop a real wealth management plan in a case-study approach, featuring Knowledge Bureau’s client relationship toolkit—15 outstanding calculators that answer the “trigger questions” about financial decisions that families need to make
• Examination: conveniently taken online in the comfort of your home or office

Simply put, the Real Wealth Management program is not simply about the money, the product or the plan; it’s about creating and managing inter-advisory and inter-generational relationships to help your clients make the best decisions in meeting their family’s financial goals. Visit our website to learn more about the course and to register with our special introductory tuition offer, until June 15!

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