As a RWM™ specialist, you'll provide multi-generational advice and goal-based financial solutions by leading the way and ensuring your clients succeed in every lifestyle stage.
View PDF Go To PageEarn your Tax Services Specialist™ Designation and expand on the role of a traditional tax professional. Offer holistic tax filing planning services to help families reduce taxes and supplement low income by taking advantage of all available credits.
View PDF Go To PageQualified professional bookkeepers with deep knowledge to help business owners stay onside with the CRA and on top of their financial statements are in high demand. Take a bold step: earn your Accounting Services Specialist™ Designation.
View PDF Go To PageHighly qualified specialists in tax compliance and planning with corporate owner-managers and incorporated professionals are in high demand. Take a bold step to a new career or business venture: earn your MFA™-Business Services Specialist Designation.
View PDF Go To PageHelp business leaders to create and implement strategies, processes and plans that develop and enable business growth. Take advantage of this educational opportunity to scale up your own enterprise to its greatest potential.
View PDF Go To PageThe MFA-P designation signifies special skills in providing high value legacy and philanthropic planning services.
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