Training for Professional Advisors
Take the "next step" in building your business: specialize in providing practical, tax efficient income planning and wealth management services. Next step.
- Work strategically with ideal clients and their families
- Help your clients make decisions about their income and wealth as their most trusted advisor.
- Lead the inter-advisory team responsible for your clients’ real wealth to get better results
- Earn a second or independent income while increasing your referrals too.
Train to be a Distinguished Financial Advisor (DFA) by becoming a
The Distinguished Financial Advisor (DFA) Designation will be of particular interest to CAs, CMAs, CGAs, and experienced tax practitioners who wish to expand their practices and referability.
Or Become a Master Financial Advisor (MFA) as a
The Master Financial Advisor (MFA) Designation will be of particular interest to those with a CFP, RFP, PFP, or CLU designation, as well as experienced licensed mutual fund and insurance reps.
Choose Your Personal Study Plan: Learn in the comfort of home or office by self study. You can take one course at a time for personal interest or CE credit purposes, or enrol in the full designation program for the best tuition fees and most flexible study plans.
Learn more about your tax deductible tuition fees and money-back guarantee.
Everything is included: all books, software, student support, examinations, accreditation and EverGreen Explanatory Notes (a $600 bonus).
Prerequisites:
For most successful results in certificate courses, students should have a high school standing and
existing employment or entrepreneurship within the tax, accounting, bookkeeping or financial services or designation, certification, or license to practice in the industry sector or at least three years experience in the industry sector
Continuing Education and Standards of Conduct for MFA and DFA graduates
Distinguished Financial Advisors and Master Financial Advisors practice with the highest skills sets for obtaining accountable results as well as top standards of professional conduct.
This includes:
- Successful completion of the six chosen educational programs offered by The Knowledge Bureau.
- At least 3 years' experience in professional practice, or evidence of apprenticeship to a professional practice upon being certified;
- At least 12 hours of study in issues-based knowledge subjects from the Knowledge Bureau courseware list, annually;
- Good standing under other professional designations; professional licensing;
- No criminal convictions or any unethical conduct.
Deficiencies in any of the above areas can result in withdrawal of certification marks.
Preferred Client Rates. MFA and DFA Graduates are invited to complete their continuing professional development requirements at Preferred Client Rates.
Personal Educational Consultations:
We want to help you make the best educational decision for your time and money. Call for your free personal consultation 1-866-953-4769.
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Professional Training for Beginners
Gone are the days when consumers simply trust their professional advisors. In today's marketplace both advisors and their clients need to be on the same page, making decisions together about:
► Personal tax preparation
► Corporate tax preparation
► Bookkeeping and business management
► Business succession
► Retirement planning
► Estate Planning
Now you too can learn to better manage your real wealth and work more smartly with your advisors:
► Master Your Money Management
► Master Your Real Wealth
► Master Your Investment in the Family Business
► Master Your Philanthropy
► Master Your Retirement
► Master Your Taxes
► Earn a Certificate of Achievement in Personal Finance
How to Get Started: Call for your free personal consultation 1-866-953-4769 or email us.
Sign up for your free subscription to Breaking Tax and Investment News.
► Issues and Benefits
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