Need IIROC Credits Before Year End?

Looking for IIROC credits before year-end? Knowledge Bureau is pleased to offer three educational program options The Real Wealth Manager™ Designation, the MFA-P™ and the Certificate Course Navigating Privacy Issues.  These Practice Management programs can be taken anytime, 24/7 online in the convenience of your home or office.  Check out the program guides:

RWM™

One of the most respected programs in the industry. EARN YOUR DESIGNATION in 18 modules.

As a designated specialist, provide high value advice to help people meet wealth management goals. Study time is flexible—take up to 9 months to finish. This is a high-value program of special interest to tax and financial advisors, retirement, investment, insurance and estate planners, but also perfect for any individual wishing to take control of the wealth they accumulate throughout their lifetime.

Who Should Take RWM™? Advisors who truly want to offer a new value proposition and build strong, inter-generational, multi-advisory relationships throughout personal and financial lifecycles, will want to use a new approach: Real Wealth Management.

Graduates of the program will end up with these necessary skills: Managing the team of specialists to provide required expertise for financial solutions; implementing the RWM strategy on an efficient after-tax, after-cost basis with all stakeholders analyzing financial data expertly and consistently over time to meet financial milestones and reviewing and adjusting the strategy and process to meet ongoing client objectives.

Program Content:

• Module 1 | Defining Real Wealth Management
• Module 2 | The Strategic Approach in Real Wealth Management
• Module 3 | The RWM Process
• Module 4 | The Costs of Building Wealth
• Module 5 | Accumulation
• Module 6 | Growth
• Module 7 | Preservation
• Module 8 | Transition
• Module 9 | Objective-Based Family Planning
• Module 10 | Tax Strategies: Managing Sources of Income and Capital
• Module 11 | Cross-Border Issues - Canadians and US Investments
• Module 12 | Start Ups: Incorporated or Unincorporated
• Module 13 | CCPC Planning - Understanding
• Module 14 | CCPC Planning Shareholder Remuneration
• Module 15 | Leading the Real Wealth Management Strategy
• Module 16 | Sharing the Plan with Inter-Advisory Stakeholders
• Module 17 | Analysis, Accountability and Go Forward Planning
• Module 18 | You, the Real Wealth Manager

MFA-P™ (Philanthropy)

This program is for professionals who are looking for specialized credentials to develop plans with individuals and families interested in strategic philanthropy. This is an investment trend that is increasingly important to generations of all ages. EARN YOUR DESIGNATION in under one year with three  courses. As a designated specialist, provide high value advice to help people meet goals and responsibilities. Study time is flexible—take up to 9 months to finish.

Objectives of the MFA-P™ Philanthropy Designation - Learn How to:

-Introduce conversations about strategic philanthropy with a consistent and thorough discovery process in your work with taxpayers who want to make a bigger difference with their donations.

-Focus on gift planning strategies and vehicles that are both right and relevant to a donor’s goals, bringing with a strong working knowledge of tax outcomes during lifetime and through bequests

-Bring confident and practical experience to your conversations with a multitude of donor goals by experiencing numerous true-to-life case studies to help you anticipate and apply your knowledge.

The Components of the MFA-P Program:

 The program includes three online courses, describe in detail behind the links below.

Introduction to Strategic Philanthropy

Understanding the Charitable Sector

Integrating Gift Planning

Navigating Privacy Issues

In your respective businesses, you are holding a lot of personal information to conduct your transactions. With the advent of technology, there are innovative uses of personal information. Knowledge of risks associated with holding and using the personal information and ways in which you can manage this is very important for your business. Additionally, hosting information in cloud-based environment exposes businesses to cyber risk. Your reputation and credibility will be diminished in the event of a breach of personal information and you will likely suffer regulatory penalties. This course will introduce you to your obligations towards management of personal information in your possession. This includes identifying what is personal information and sensitive personal information, best practices in relation management of collection, use, storage, retention, and destruction of personal information so as to build credibility and reputation in your business.

Accreditation: 30 Knowledge Bureau, 10 Compliance Credits with IIROC (Cycle 9), 20 Life and/or A&S