Programs & Courses

MFA-Retirement and Succession Services Specialist™

Master Financial Advisor

Investment advisors who wish to meet the demand for tax-efficient income and effective 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 robust planning software.

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Click on each course title to see the detailed content description, key concepts and learning outcomes for the course.

Courses above may be substituted by one or more courses listed below. 6 completed courses are required to earn a designation.

Register by Email, Phone or Fax

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Click Here to Register!


Download and print the application form
Email to:
Phone: 1-866-953-4769
Fax: 1-204-953-4762


Related Books

What Graduates Say

I have gained an excellent wealth of information from the last three courses taken through this program. My understanding of the Succession Planning process has deepened with the use of the invaluable tools as well as the importance of building a "Wealth Team" to help create the ultimate client experience. These courses will be an added bonus to my education skill-set. Delores M., SK