People who work in today’s tax and financial services industries operate in a highly regulated, yet rapidly changing environment. What is essential is a coordinated approach to wealth management that systematizes financial, legal and tax advisory services.
Module 1 | Defining Real Wealth Management
Module 2 | The Strategic Approach in Real Wealth Management
Module 3 | The RWM Process
Module 4 | The Costs of Building Wealth
Module 5 | Accumulation
Module 6 | Growth
Module 7 | Preservation
Module 8 | Transition
Module 9 | Objective-Based Family Planning
Module 10 | Tax Strategies: Managing Sources of Income and Capital
Module 11 | Cross-Border Issues - Canadians and US Investments
Module 12 | Start Ups: Incorporated or Unincorporated
Module 13 | CCPC Planning - Understanding
Module 14 | CCPC Planning Shareholder Remuneration
Module 15 | Leading the Real Wealth Management Strategy
Module 16 | Sharing the Plan with Inter-Advisory Stakeholders
Module 17 | Analysis, Accountability and Go Forward Planning
Module 18 | You, the Real Wealth Manager
The Real Wealth Management theories are a systematic way of looking at the financial planning process that takes into account a lot of the key aspects that are left out of many financial planning discussions.
—David R., British Columbia
More than ever, clients expect to receive advice that is relevant both for today’s business environment as well as for the long-term. They are looking for a wealth manager to connect the dots between the various silos of expertise they may be paying for. Above all, they’re looking for someone they trust to provide direction for making important financial decisions about their income and their capital, now and in the future.
As their trusted advisor, you’ll help them accomplish this by means of a professional, multi-disciplinary and multi-generational practice — one that is client-centric, and at the same time places you, the advisor, in a key position within the planning discussion. This course will take you beyond the traditional scope of product placement, into an environment where you can integrate the kind of value-added long-term guidance, planning and leadership that will distinguish your practice.
Competent wealth managers are in high demand. While there are many advisors at work in the financial services industry today, few possess the unique skills and processes required to truly distinguish their practice from the rest. This course will show you how to provide exceptional value through optimized planning to help your clients and their families succeed at every important lifecycle stage to achieve, maximize and preserve their wealth.
You will learn what Knowledge Bureau refers to as the Elements of Real Wealth Management™, a unique and specialized approach, which can be readily integrated into your professional practice as you progress through this program. This defined process for building relationships with your clients will enable joint decision-making that results in the creation of sustainable wealth through the execution of tactical plans for the accumulation, growth, preservation and transition of capital on a net, after-tax basis.
• Personal course selection consultation
• Virtual campus orientation
• Lesson and study plans
• Personal instructor email support
• Comprehensive Knowledge Journal
• EverGreen Online Research Library
• Knowledge Bureau calculators
• Testing and certification
• CE/CPD accreditation
Knowledge Bureau | 30 CPE credits
Most regulators and associations accept Knowledge Bureau certificate courses for continuing education credits.
Every course you take with Knowledge Bureau counts on your academic pathway. Qualify for tuition rebates by taking a certificate course, diploma program or designation program.
Complement your online education with CE Summits. Held in November, January and May, these one-day, instructor-led workshops offer peer-to-peer learning experiences to students who prefer studying in groups.
Annual three-day Distinguished Advisor Conferences focus on finding solutions for the challenges faced by businesses in a global marketplace.
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