Programs & Courses

Business Services Specialist

Master Financial Advisor

Master Financial Advisors understand family-owned enterprises throughout the lifecycle of the business—from start-up, to mid-term growth through to a successful transition to the next business owner. That insight requires a firm understanding of the financial statements and the T1 and T2 tax returns—a critical skill if you want to be precise about insurance and investment needs. This program is designed for the advisor who wants to build a reputation for excellence with small to medium sized firms by sharpening valuation, transition and tax knowledge.

Select 6 courses below to register:

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


Optional Courses:

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