Knowlege Bureau Designate Highlight: Rick Green

Rick Green from Calgary, AB has nothing but praise for Knowledge Bureau’s Elements of Real Wealth Management course.

“Great course for those working with the affluent to refresh the processes, or those wishing to learn how to work in that market effectively.”

Rick’s objective in taking the course was to re-frame the process and tools for helping his clients achieve their financial goals.

“(The course is a) very good introspective of the necessary process and tools needed, some refreshers on technical differences in solutions and some great insight into what the clients are going through during the process.”

Rick said what he liked most about the course was the content, and in the future, he would like to learn more about accounting and tax.