Differentiate with High Standards Of Service Excellence

THE MFA and DFA-Specialist Designations identify a select group of Wealth Advisors who have specialized skills within the tax and financial services industry. These programs, available exclusively through Knowledge Bureau and its strategic partners, lead to mastery in tax and bookkeeping services, business services and retirement and estate services under a platform of Real Wealth Management™.

The number of wealthy families is increasing in Canada and they are looking for accredited professionals that can confidently assist them in building and preserving wealth for future generations, using all the components of wealth creation and the values of stewardship. The MFA and DFA-Specialist Designations position graduates as leading professional service providers to the boomers generation and their adult children.

As boomers retire, they want to ensure that their financial wealth will not only see them through retirement without placing a burden on future family generations, but many are interested in leaving something for their heirs, as well, on a tax efficient basis. The designated Master Financial Advisors understands the complicated dynamics that precede financial decision making and has the skills to “quarterback” the execution of a sound wealth management plan.

Student taking the DFA-Tax or Bookkeeping Services Specialist program, embellishes on the plan within a multi-advisor solution.

Knowledge Bureau courses are conveniently online, teaching practical skills to provide the confidence necessary to work with clients more strategically, in order to develop outcomes that steward family wealth from one generation to the next.  These courses provide the knowledge to help advisors and clients oversee family net worth with a deliberate plan for decision making that focuses on goals, targets and required results through various lifecycles in the family.

Learn how to be the strategic leader who can guide a team of professional advisors with specialized skills, to ensure outcomes are well coordinated, simplified and produce positive results.

Knowledge Bureau offers four areas of specialization:

• DFA – Tax Services Specialist™ where you will learn professional personal tax preparation
• DFA – Bookkeeping Services Specialist™ where you will learn reporting of professional financial transactions
• MFA – Retirement and Estate Services Specialist™ where students acquire tax efficient wealth management skills
• MFA – Business Services Specialist™ where you can learn professional corporate tax preparation and planning

If you are thinking about moving your career or business to the next level, visit www.knowledgebureau.com and find out more about the designation programs or call the Registrar Office at 1.866.953.4769 for assistance and consultation.

What our graduates say:

“As a wealth advisor, I strive to be the best expert I can be in my field. The Master Financial Advisor program enabled me to engage as a student and still focus on running my financial planning practice.”   Kevin G., MFA, British Columbia

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