Why the RWM™ is the Answer for Independent Advisors

The RWM™ (Real Wealth Manager) is the designation of choice for independently minded advisors who want to practice in a truly holistic framework using a multi-generational approach to wealth management. It is also the designation that indicates the skills to manage strategic focus within an inter-advisory team required to make joint-decisions with higher net worth clients. Finally, you’ll be connected to an incredibly talented, national network of RWMs. Find out more below:

The RWM Designation Program – Register this month with a $250 tuition saving with code RWM15.

Take a multi-stakeholder approach to Real Wealth Management: a long-term, multi-generational strategy, designed The Real Wealth Management Framework:

to keep all stakeholders on the same page under one holistic and unified plan.

The RWM™- Real Wealth Manager™ - orchestrates the client’s unique plan by leading a team of financial professionals required to accomplish the client’s goals, through direct communication and partnership with the family’s delegated Chief Financial Influencer (CFI). The CFI who acts on behalf of the household unit with the common goal of wealth accumulation, growth, preservation, and transition - with sustainability after taxes, fees and inflation.

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

Connect, Contribute and Collaborate. Join us: Check out the new RWM engagement calendar: https://www.knowledgebureau.com/assets/pdf/brochures/rwmcalendar.pdf

Take a Virtual Orientation Tour - Mark your calendar for the next live-virtual event on April 23 at 11 am CT. More details coming soon: https://learn.knowledgebureau.com/courses/rwm-orientation

The Student Experience:

“Knowledge Bureau, with their first-class courses, offers a sustainable, long-term educational framework for industry professionals. This is about implementing the Real Wealth Management process from an emotional intelligence, as well as a technical point of view, to guide clients in achieving their goals”

—Stefanie Keller, CFP, RWM™, FDFS™

“A better tomorrow begins by investing in yourself today!”

- Douglas V. Nelson, B.Comm(hons), CFP, CLU, MFA™, CIM, RWM™, FDFS™

Plus, click here to watch a video from Doug Buss on the, B.Comm(hons), CFP, CLU, MFA™, CIM, RWM™, FDFS™ RWM difference in his practice.