Retirement Income Services Specialist Designation


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​Be the advisor clients need who can guide them to accumulate, grow, preserve and then withdraw tax-efficient retirement income throughout their lifetime and that of their survivors.

Planning with Pre-Retirees and Pensioners.

DMA™-Retirement Income Services Specialist Designation Program

There are six retirement planning courses in this program.

  • Tax Efficient Retirement Income Planning
  • Introduction to Trusts
  • Investment Tax Strategies
  • Succession Planning for Owner-Managers
  • Personal Pension Planning for Business Owners
  • Advising Family Businesses

Tax Efficient Retirement Income Planning

This course allows advisors to develop a consistent process for multi-generational planning that looks at the tax-efficiency of both income and capital left for partners and beneficiaries.

Introduction to Trusts

The Introduction to Trusts course offered by Knowledge Bureau covers everything from basic trust mechanics to essential details on trusts for disabled beneficiaries.

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.

Succession Planning for Owner-Managers

Become a valuable resource to your clients in the succession planning process. Key concepts include understanding the importance of succession planning for the business and key positions within the business.

Personal Pension Planning for Business Owners

In light of the new tax rules that penalize passive investments within CCPCs, advisors must understand how pension legislation can become a power tool to deal with wealth succession, business succession and tax optimization within a corporate environment.

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.

“The DMA™ Retirement Income Services Specialist Program allowed me to elevate my expertise by working through a comprehensive program that delves deeply into taxation dynamics and the effects, obvious and less obvious, to a retiree’s income. The program gave me the knowledge and tools necessary to navigate the complexities of retirement income planning, allowing me to tailor effective strategies for my clients with confidence.“


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

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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.


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

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