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Last updated: February 03 2021
Groundhog Day Tuition Savings!
Canadian groundhogs may have mixed opinions on whether or not it’s going to be a long winter. But on a year that has often felt like we’re experience the Groundhog Day phenomenon, we decided to bring you our best sale of the year so far to ensure there’s something to celebrate – and you can still take advantage of this today! Take any two certificate courses for only $595 each (save 34%) – but act fast, as this promotion ends today! Use this proficiency guide for individuals and business training needs to select your next courses!
Use code: GHDAY when you enrol via our Virtual Registrar .
ONLINE LEARNING PROGRAMS: FOR INDIVIDUALS AND BUSINESS TRAINING NEEDS
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INDUSTRY REQUIREMENT |
CREDENTIALS: CE/CPD & PRACTITIONERS |
CREDENTIALS: SPECIALISTS |
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TWO OPTIONS |
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A. CERTIFICATE, CE/CPD REQUIREMENTS |
ANY INDIVIDUAL CERTIFICATE COURSE OR CE SUMMIT |
COURSES/EVENTS SITE |
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B. PROFESSIONAL CREDENTIALS |
DIPLOMA (3 courses – Max. 9 months) |
DESIGNATION (3 more courses- Max. 9 months) |
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Overview With your specialization in personal tax, you’ll provide sound guidance on how to save money on a broad range taxpayer profiles, helping families with their tax filings and their goals to accumulate, grow, preserve and transition wealth with tax-efficiency.
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CERTIFIED PERSONAL TAX PRACTITIONER 3 Certificate Courses Required: Professional Income Tax Course - Entry Level Professional Income Tax Course - Advanced Level
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DFA-TAX SERVICES SPECIALIST™ 3 Certificate Courses Required: Canada - U.S. Cross Border Taxation
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PROFICIENCIES Perfect for individuals who want to achieve the credentials needed to file income tax returns professionally out of their home or office or start a new career working for income tax preparation, accounting or financial services firms. This is also the right tax training program for firms needing to staff in growing tax, bookkeeping, financial or accounting offices. Graduates are thoroughly trained on the latest personal income tax changes using professional tax software in a case study approach.
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MARKET DEMAND With your specialization in personal taxation, you’ll provide sound advice and prepare a broad range of returns—from simple to complex—and then help families accumulate, grow, preserve and transition wealth with tax-efficiency. The ability to offer year-round counsel tailored to your clients’ specific financial goals is increasingly needed as more clients look for professionals with both the technical specialization and the soft skills. |
EARNINGS RANGES
Self-Employment: The graduate can provide personal tax filing services Client base: one to thousands*
Employment: Tax Accountant (Junior) : $45-81K Tax Accountant (Senior): $79-$131K Tax Services (Junior): $53-83K Tax Services (Senior): $71-$124K Tax Services (Manager): $93-$114K
*See MFA-Business Growth Specialist Program |
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DFA-BOOKKEEPING SERVICES SPECIALIST™ BOOKKEEPING & PAYROLL SERVICES Overview This program is designed for the bookkeeper who wants to move beyond data entry services to provide sound professional advice on the flow of financial transactions – from banking to financial statement preparation and tax reporting – to help build enterprises that are scalable because they encompass both compliance and tax planning for owners and their employees
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Certified Bookkeeping Practitioner
Bookkeeping in a Digital World Advanced Payroll for Small Business
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DFA-BOOKKEEPING SERVICES SPECIALIST™
Budgeting and Forecasting for Small Business Accounting for Multiple Business Profiles Advising for Business Growth and Transition
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PROFICIENCES The financial intermediary who can integrate advice on all aspects of a financial transaction – from banking to tax reporting - will be well positioned to help both new market entrants and older clients with tax problems it’s high value advice that crosses all demographics, particularly in light of family business tax changes and new technology advancements at the CRA.
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MARKET DEMAND New public accounting trends point to the emerging need for qualified bookkeepers, payroll and tax professionals in the small business market who need help with new and onerous compliance deadlines and filing requirements. Banking, lending and investment industries all need the services of bookkeeping specialists to help manage their own risk in working with the small business client |
EARNINGS RANGES
Self-Employment: The graduate can provide personal tax filing services Client base: one to many.
Employment: Accounting Clerk: $36-$56K Bookkeeper: $41-$64K Full Charge Bookkeeper: $45-$76K Payroll Admin: $50-$79K Payroll Manager: $67-$126,000K
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MFA™-BUSINESS SERVICES SPECIALIST CORPORATE TAX SERVICES
Overview Help clients understand why incorporation may provide tax and wealth management benefits and the assist with their corporate tax filing requirements. This specialized training will help you contribute to decision-making about business structure, remuneration strategies, and investment planning both inside and outside the corporation.
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Certified Corporate Tax Practitioner
Corporate Tax Filing Fundamentals Bookkeeping in a Digital World
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MFA™ BUSINESS SERVICES SPECIALIST
Tax Planning for Corporate Owner-Managers Understanding Business Valuation
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PROFICIENCIES
Be equipped to handle the tax returns and tax strategies for business to optimize tax-efficiency and reduce audit potential. Graduates will assist micro and small business corporations with T2 filings, bookkeeping and remuneration planning as well as providing guidance on the growth and value of the enterprise for future planning purposes, including income splitting and business succession.
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MARKET DEMAND
Senior accountants, risk analysts and internal auditors are instrumental in guiding businesses to improve cash flow and helping navigate an uncertain future. Payroll administrators make sure staff are paid on time and companies comply with evolving regulatory guidelines.
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EARNINGS RANGES
Self-Employment: The graduate can provide personal tax filing services Client base: one to many
Employment:
Tax Accountant (Junior) : $45-81K Tax Accountant (Senior): $79-$131K Tax Services (Junior): $53-83K Tax Services (Senior): $71-$124K Tax Services (Manager): $93-$114K
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MFA™-PENSION & ESTATE SERVICES SPECIALIST RETIREMENT SERVICES
Overview
Assist clients with strategic retirement and late-life planning, applying tax-efficiencies to the creation of income in retirement and the transfer of assets at end of life. Planning for couples and families is emphasized.
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Certified Retirement Services Practitioner
Tax Efficient Retirement Income Planning
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MFA™ PENSION & ESTATE SERVICES SPECIALIST
Succession Planning for Owner-Managers Behavioural Finance in Risk Management
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PROFICIENCIES Provide better financial coaching to GenX and Boomers with significant life event decision in transition to retirement. Assist clients with late-life planning, applying tax-efficiencies to the creation of income in retirement and the transfer of assets at end of life.
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MARKET DEMAND Emerging factors will impact retirement plans for many Canadians during and after the Pandemic. They need the advice of qualified professionals that delivers reassurance that with the right strategic plan, they’ll live with financial security through retirement. |
EARNINGS RANGES Self-Employment: The graduate can provide retirement income planning services Client base: one to many
Employment: Manager, Financial Planning & Analysis: $102-167K Portfolio Manager: $115-$173K |
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MFA™-BUSINESS GROWTH SPECIALIST SMALL BUSINESS SERVICES
Provide the complex financial guidance required by new business owners including successors to an established business, with highly specialized planning tools. Any advisor who wants to build their own business with scalability and help other business owners do the same should take this program.
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Certified Business Growth Practitioner
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MFA™ BUSINESS GROWTH SPECIALIST
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PROFICIENCIES
Truly valuable advice for clients with new business growth aspirations takes more time, is broader and deeper. To do it well requires the skills and talents of a highly trained business growth specialist. Any advisor who wants to build their own business with scalability and help other business owners do the same should take this program.
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MARKET DEMAND
There is a strong demand for financial professionals who can help identify ways for small business owners to grow new revenues and provide strategic advance in a new post-pandemic environment. These business strategists also can help traditional businesses move to a digital and remote workplace.
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EARNINGS RANGES
Self-employed advisors in the tax, bookkeeping and financial services will charge hourly or annual rates commensurate with the level of services provided. Salary ranges: Management Consulting: $64K+ |
