Continuing Education for Advisors of the Future

Is it time to differentiate your financial practice? Take an academic path leading to specialized designations and arn new credentials towards your DMA™ Designation. You’ll master the knowledge and skills that will yield immediate results for you and your clients, at a special tuition price when you enrol by April 28. Select any two certificate courses of your choice for only $1,190 (save 34%).

Enrol now!

Differentiate Your Financial Practice:

•          Take an Academic Path Leading to Specialized Designations

•          Certify New Skills in Digital Practice Management

•          Enhance Your Value Proposition with Savvy CE/CPD

•          Strengthen Your Client Relationships

•          Safeguard Your practice from Attrition

Master the knowledge and skills that will yield immediate results for you and your clients. Change the course of your practice and become an Advisor of the Future with new Specialized Credentials from Knowledge Bureau. It’s a World Class Financial Education you can customize to your own time and needs...all online with personalized instructor support.  Build a significant professional financial library too!

Choose from Two Specialties Leading to Your DMA™:

DMA™- Retirement Income Services Specialist

Course Options:

• Tax Efficient Retirement Income Planning
• Use of Trusts in Estate Planning
• Investment Tax Strategies
• Building Business Plans
• Corporate Tax Filing Fundamentals
• Filing Returns at Death

Enrol now!

DMA™- Family Business Services Specialist

Course Options:

• Advising Family Business
• Understanding Business Valuation
• Succession Planning for Owner-Managers
• Personal Pension Planning
• Tax Planning for Corporate Owner-Managers
• Incorporated Professionals

Enrol now!