DMA™ - Small Business Services Specialist

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EXECUTIVE EDUCATION FOR LEADERS AND OWNER-MANAGERS

Learn to help business leaders create and implement strategies, processes and plans that develop and enable business growth.


Leading Teams

This course will help you understand what is required to build your skills and to be prepared for continuous change as your business evolves towards expansion and maturity.


Building Business Plans

Learn more about how to structure and plan for the financial results you need to grow a market-driven business someone will eventually buy.


Scaling Small Business Operations

The focus of this course is on establishing and enhancing a company’s operational framework around which client relationships can be built and retained.


Succession Planning for Owner-Managers

This course will help advisors become valuable resources to their clients in the succession planning process. Key concepts include understanding the importance of succession planning for the business and key positions within the business. It focuses on roles and financial issues, from both the perspectives of a business leader and successor. It also addresses the impact of succession on employees and the business as a whole, and succession of the business to third parties


Advising Family Businesses

Many small businesses in Canada are owned and operated by individuals who are at or near retirement age and qualified advisors have an opportunity to assist them in planning and implementing succession plans. This course will teach you to create strategies that can help clients and their companies’ function smoothly.


Investment Tax Strategies

This course covers a strategic and tax efficient investment income planning process which places capital accumulations in the right hands of individuals in the family.


“I vow to continually get better. This topic is near and dear to me. If I know ... I can share.”

Paul J. Vaneyk, ON

Your Tuition Includes
These All-Inclusive Resources

• Personal course selection consultation
• Virtual campus orientation
• Lesson and study plans
• Personal instructor email support
• Comprehensive Knowledge Journal
• EverGreen Online Research Library
• Knowledge Bureau calculators
• Testing and certification
• CE/CPD accreditation
• Examination, certification and designation

Not Quite Ready? Take A Course Trial

Learn Your Way

Online 24/7

Every course you take with Knowledge Bureau counts on your academic pathway. Qualify for tuition rebates by taking a certificate course, diploma program or designation program.

In-Class

Complement your online education with CE Summits. Held in November, January and May, these one-day, instructor-led workshops offer peer-to-peer learning experiences to students who prefer studying in groups.

In-Conference

Annual three-day Distinguished Advisor Conferences focus on finding solutions for the challenges faced by businesses in a global marketplace.

Knowledge Base

Tap into a comprehensive, centralized clearinghouse of trusted information, including great books, Knowledge Bureau Report, online calculators and research libraries.