A Master Financial Advisor Builds More Wealth

Become a valuable resource to your clients as they develop succession plans for their businesses. Earn your MFA-Succession and Estate Planning Specialist™ Designation. Enrol by June 15 and attend DAW as our guest.

The financial crisis has caused a crisis of another kind for financial advisors: a loss of trust and credibility by millions of clients who are now looking for more qualified people to manage their succession and estate planning decisions. Differentiate yourself as the designated succession and estate planning specialist in your community and become a valuable resource to your clients as they develop succession plans for their businesses.

• Fundamental of Succession Planning
• Final Returns on Death of a Taxpayer
• Use of Trusts in Tax and Estate Planning
• Investment Strategies in Charitable Giving
• Insurance Strategies for the Small Business Owner
• Business Valuation for Advisors

Two More Ways to Specialize

MFA – Retirement Income Specialist
Investment advisors who wish to meet the demand for tax-efficient income and real wealth management as their clients transition from accumulation to spending for wants and needs in retirement will welcome the opportunity to study this leading-edge program. It is designed to provide structure and process for developing and monitoring tax-efficient retirement income plans featuring tax-efficient planning software.



MFA – Business Services Specialist™
Having an MFA is not simply about the money, the product, or the plan—it’s about creating and managing inter-advisory relationships with ideal clients. Prepare financial statements and T1 and T2 tax returns for the families of small and medium-sized business enterprises on start-up, throughout the lifecycle of the business—from start-up, to mid-term growth and on transition to the next business owner.

 
 

Continuing Professional Development That Adds Value To Your Advisory Practice

Everything is Included – Everything you need is included in your tax-deductible tuition fees. Plus, returning Knowledge Bureau clients get discounted VIP rates on our ongoing courses, workshops, and conferences geared to the financial services industry.
 
Fits Your Schedule – Study 24/7 – We know that successful wealth management professionals like you are busy. Our world-class online study environment is available to you whenever your schedule permits, for easy integration of ongoing professional development into your life.
 
Top Instructors and Course Authors – Knowledge Bureau faculty members are some of the leading minds in the financial services industry today, and they are available to answer your questions personally. Intimate access to experts anytime is an invaluable benefit unique to the Knowledge Bureau professional development experience.
 
Accreditation and Certification – Earn CE/CPD credits while you join a national network of top wealth advisors. Knowledge Bureau courses are recognized by a wide variety of organizations in Canada, including FPSC, IIROC, and various provincial insurance councils and accounting associations.
 
Access to Additional Tools – EverGreen Explanatory Notes are an indispensable resource when interacting with your clients during financial planning sessions and especially during tax season. With over 800 indexed articles curated by a professional tax research team, it’s never been easier to be prepared for clients’ questions around tax efficiency and its impact on financial planning and decision-making. Knowledge Bureau Calculators assist with the planning process by providing powerful tools for analysis and scenario construction on topics ranging from debt reduction to retirement planning to tax efficiency through the wealth lifecycle.
 

Join a National Network of Master Financial Advisors – Register Today!