Programs & Courses

Retirement Income 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.

Register Online (Select 6 courses):

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.

Register by Email, Phone or Fax

Step 1: Download and complete application form

Step 2: Register by:

Email to: or

Phone: 1-866-953-4769 or

Fax to 1-204-953-4762




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