Investment advisors who wish to meet the demand for tax-efficient income and real wealth management as their clients transition from accumulation to spending for wants and needs in retirement will welcome the opportunity to study this leading-edge program. It is designed to provide structure and process for developing and monitoring tax efficient retirement income plans featuring tax efficient planning software. It covers a holistic retirement income planning process and consistent income-producing solutions.
Are you a master in your field? Do you want to fine-tune your skills and be recognized for your expertise? Distinguish yourself with designations that make a difference!
- Master Financial Advisor (MFA) - for professionals in investment and retirement, succession and estate planning, and business services.
- Distinguished Financial Advisor (DFA-Specialist) - for advisors working in the tax and accounting field, - focus on becoming Tax Services Specialist™ or a DFA-Bookkeeping Services Specialist™
MFA or DFA graduates are trained as Real Wealth Managers™ and learn to engage their clients in a unique decision-making process, to get the financial results they need in both the short and long run using a team-based inter-advisory approach.
Master Financial Advisor: Introduction
This course of study, consisting of 6 courses, leads to an MFA™ (Master Financial Advisor) designation and is intended for people practising in the areas of financial planning, investment planning, mutual fund sales, insurance planning and estate planning. 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™. There are two streams, or specialities, within this designation you can choose from:
The recent financial crisis has caused a crisis of another kind for financial advisors, a loss of trust and credibility by millions of clients who are now looking for more qualified people to manage their succession and estate planning decision. Differentiate yourself as the designated succession and estate planning specialist in your community and become a valuable resource to your clients as they develop a succession plan for their business.
Differentiate yourself, elevate your practice and experience increased professional referrals by offering a level of service that is truly unparalleled in the industry. The MFA designation complements existing designations in the financial services, money management, insurance, tax and accounting industries. The MFA designation is not simply about the money, the product or the plan — it’s about creating and managing inter-advisory relationships with ideal clients.
Distinguished Financial Advisor - Specialist: Introduction
This program, consisting of 6 courses, leads to an DFA-Tax Services Specialist™ or DFA-Bookkeeping Services Specialist™ (Distinguished Financial Advisor) designation and is for advisors working in the tax and accounting field. The DFA - Specialist designation signifies completion of advanced training in tax preparation, tax planning, bookkeeping, payroll and managerial accounting services to individuals and business clients. Within this program there are two areas to specialize in:
Tax preparers, planners and advisors need to know the details of continuous tax change, using expert professional tax software and research skills. Taxpayers who want to take control of their planning activities or better guide their financial advisors may also be candidates for this program, featuring the most current information on tax compliance, tax planning, budget proposals and jurisprudence.
Bookkeepers must be tax-compliant data managers who assist business owners with proper and timely information as front-line stewards of financial resources throughout the lifecycle of a business.