Connect, Contribute & Collaborate with the Society of RWM™ in 2022

Society of RWM membership renewals are due December 31 for existing members and include Knowledge Net Tools and Calculators and relicensing fees for the continuation of use of the RWM™ designation.  New members are now being invited to join, too, and the benefits are significant. 

The Society of RWM™ is an International Network of Financial Professionals, with varying professional skill sets and fortes, and welcome anyone who is a licensed financial professional from (and not limited to) graduates of other KB Designation Programs, Canadian and International Accountants, Financial Advisors, Planners and Investment Managers including licensed insurance, MFDA and IIROC professionals.

The common thread between all Society Members is enrolment in and/or completion of the Real Wealth Management™ Program from Knowledge Bureau, which teaches the RWM™ Framework and how to build and lead a strong, multi-advisory team of financial professionals throughout all of the client’s financial lifecycles, over multiple generations.

Now, you too can formalize your process, your credentials and expand your relationships by taking the RWM™ Designation.  Connect and collaborate with a vibrant national network of like-minded professionals, too.  Here are the benefits:

• Partner with our national network of RWM’s, which may provide cross referral opportunities for your business
• Your Real Wealth Management Designation will be promoted via online directory, LinkedIn, and during our live events
• Receive 15 non-verifiable Knowledge Bureau CE/CPD Credits which meets your requirements to maintain your RWM™ credentials for the year
• Gain access to the Real Wealth Management Calculators ($695 value!), which have been designed to provide you with answers to your client’s most sought out trigger questions to provide them tax efficient consideration
• Exclusive access to our RWM Speed Networking Sessions
• Priority access to our RWM Meeting of the Minds. Save the date for you and your top COIs to join us for our Meeting of the Minds on February 2^nd at 10 am CST
• Save 10% on all Knowledge Bureau courses and live events

Existing Real Wealth Managers™. Simply complete the application form and return it to rwmsociety@knowledgebureau.com

Aspiring Real Wealth Managers™. If you have not yet completed the RWM™ Program now is the time as a newly revised program has just been released this month including 6 new modules that will help you exponentially scale your business and referral base with a new practice management approach.   Enrol in the program today: undergraduates receive a complimentary annual membership to the Society of Real Wealth Managers™.