Retirement Planning Through the Greatest Wealth Transfer in History

Canadians are current in the midst of the largest intergenerational wealth transfer in history, with approximately $1 trillion in personal wealth expected to be transferred from one generation to the next between 2016 and 2026. As a result, the conversations tax and financial advisors need to have with families are becoming more complex. The DMA™ – Retirement & Estate Planning Specialist Program is a new credential you can earn from Knowledge Bureau to expand these much needed service offerings to clients, with confidence. Register by June 15, for Summer School Savings.

Who is this for? Tax accountants and financial advisors should consider earning the DMA - Retirement and Estate Planning Specialist™ designation. You’ll be able to offer confident tax efficient and retirement planning as the trusted advisor to those transitioning to retirement. Learn to work with high net worth families, those with cross-border assets, and multi-generational family businesses.

Course Curriculum: 

• Retirement Tax Minimization Strategies
• Cross Border Taxation
• Use of Trusts in Tax and Estate Planning
• Advising Family Businesses
• Succession Planning for Corporate Owner-Managers
• Understanding Business Valuation

Check out the new video below along with the detailed Designation page and Brochure, which introduces the six courses in the program! Click here. 

The Graduate Experience:

“What surprised me about the courses was the outcome. My new understanding of the mechanics made it significantly easier for other advisors to implement my advice because I was confident I knew how to explain it”.— Ian Wood, CFP, CLU, CIM, RRC, MFA, RWM

Take a Free Trial and Enrol Risk Free. Register by June 15 to Save on Tuition. Qualify for the Canada Training Credit too.

CTC Calculation = Lesser of 50% of Tuition = $2084.25 or $1750[1]

Plus Claim a Tuition Amount for the Remaining Fees:

• Tuition Credit = $2418.50 ($4168.50 less CTC claimed $1750 -T2202 required). Dollar value of tax credit = $604.64 ($2418.50 x 25% - varies with province of residence)

Total Tax benefit (Tuition amount plus CTC) = $2354.64

• Net cost of tuition $4189.50 - $2355 = $1813.88 or $302 per course (save 56%)

Bottom Line: Programs like the DMA™ – Retirement & Estate Planning Specialist help to meet the demand from clients by preparing professionals to deliver comprehensive, forward-looking advice. For advisors ready to deepen their expertise and expand their impact, the opportunity is clear!

[1](Note: - if no taxes payable, this $1750 CTC is fully refundable when you file your tax return