Distinguished Master Financial Advisors Receive Awards

Evelyn Jacks, President of Knowledge Bureau awarded 18 graduates of the Master Financial Advisorô and Distinguished Financial Advisorô programs with their graduate pins at a special reception honoring the designates at the Distinguished Advisor Conference in Palm Springs.

"Canadians are looking for a new approach to securing their family's financial future in this time of fragile recovery in the global economy,î said Mrs. Jacks as called upon both new and recent graduates to receive their special recognition. "As designated Distinguished and Master Financial Advisors, these professionals have positioned themselves as specialists trained to lead and work strategically with other advisors to manage tax efficient investment, retirement, business and succession plans under a Real Wealth Managementô approach.î

Knowledge Bureau, a national educational institute focused on continuing professional development of advisors in the tax, bookkeeping and financial services, has developed the ground-breaking Real Wealth Managementô framework and discipline around which Canadians and their advisors can better use financial resources to accumulate, grow, preserve and ultimately transition accumulated wealth to the next generation, with as much purchasing power as possible, after tax, inflation and fees.

Graduates of the Distinguished Financial Advisor - Specialist and Master Financial Advisor designation programs are required to select an area of specialization (tax, bookkeeping, investment & retirement income planning, business services or succession and estate planning) and then pass six 30 hour courses in which they must demonstrate technical application skills, and the experiential knowledge to assist clients with their specific tax and wealth management plans. For more information visit: http://www.knowledgebureau.com/.