THE MFA and DFA-Specialist Designations identify a select group of Wealth Advisors who have specialized skills within the tax and financial services industry. These programs, available exclusively through Knowledge Bureau and its strategic partners, lead to mastery in tax and bookkeeping services, business services and retirement and estate services under a platform of Real Wealth Management™.
It is one thing to properly keep books, using a double entry system. It is quite another to use that financial information to enable a business to meet its financial goals and make better management decisions throughout the year. Students who have completed Managerial Accounting course will be qualified to assist business owners to do so.
At a time when governments are more closely monitoring changes in global GDP growth, the effect of protectionism, rising commodity prices, currency fluctuations and sluggish business investment and their effects on the long-term financial well-being of Canadians, the 21st century wealth advisor needs to better understand the strategy behind the tax efficient investment recommendations made to the families he or she works with. That’s the key reason why attendance at DAC is critical to your success.