The MFA designation signifies completion of advanced training in retirement income planning, estate planning and investment planning services. The Knowledge Bureau has developed an educational platform designed specifically to prepare a team of professional advisors to work in tandem towards client-centric solutions. The underlying focus of the team is stewardship in Real Wealth Management™.

By definition, to be the client's Chief Financial Steward, or Real Wealth Manager™, one must be professionally qualified to manage wealth on an after-tax, after-cost, intergenerational basis. This includes the ability to develop a strategic plan in meeting the client's specific wants and needs, and then managing a team of well-chosen specialists to implement the plan.

An MFA designation can be obtained in the following areas of specialty:

• Retirement Income Services Specialist
• Investment Services Specialist
• Succession & Estate Services Specialist
• Certificate in Personal Financial Services

Retirement Income Services Specialist

Retirement income planning services are likely the most important of all the financial services. The mission is to provide the client with peace of mind while accomplishing the following:

• The funding of after-tax income to finance specific needs of the retiree and his/her spouse throughout their remaining lives.
• The management of capital accumulations to finance additional wants
• The after-tax preservation of remaining capital for continued use by various family members and/or the community

The Retirement Income Services Specialist is the professional who has the deep understanding required to manage the entire period of transition from personal economic activity to full retirement to end of retirement (death), with, and for the client. Click here for a list of courses in the Retirement Income Services Specialist curriculum.

With these skill sets the Retirement Income Services Specialist is positioned to be the Chief Financial Steward who works as the lead advisor with the client in guiding tactical outcomes which include unique tax, estate and investment solutions.

Investment Income Services Specialist

Investment advisors will gain insight into better managing the six-step financial planning process with regular evaluation of risk and return, portfolio construction, insurance strategies and strategic tax and investment planning concepts within a client-centric practice focused on real net wealth.

The courses in this program assist advisors to have deeper conversations with clients about investment, income, tax and estate planning matters. For a full course listing click here.