Programs & Courses

MFA-Business Services Specialist™

Master Financial Advisor

Who Should Take This Program?

Advisors who want to help their clients better understand insurance and investment decisions required because of the new tax rules.  This specialized training will not only help you work with increased professionalism with your clients’ accountants and legal advisors, but, you will be better equipped to answer the question:  should I invest inside or outside of my corporate structures.

Competencies and Proficiency:

This MFA™ possesses the knowledge and skills to assist the family/small business owner and/or practicing professional with corporate tax planning, personal/corporate income layering, including family income splitting, cross border taxation, and business valuation, as well as owner-manager compensation planning.

Peer-to-Peer Learning:

An important option is attendance at the CE Summits, a one-day instructor-led workshop held in November, January and May.  It is of particular benefit to students who seek in-person, peer-to-peer learning.

Register Online:

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

Try it for Free!

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Click Here to Register!

OR

Download and print the application form
Email to: registrar@knowledgebureau.com
Phone: 1-866-953-4769
Fax: 1-204-953-4762

 

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