Certificate Course

Real Wealth Management Program


The Real Wealth Manager (RWM™) Program


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.

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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.

What You'll Learn

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.

What’s Included

• 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

Student Experience

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

Course Content

Module 1 | Defining Real Wealth Management
Module 2 | The Strategic Approach in Real Wealth Management
Module 3 | The Costs of Building Wealth
Module 4 | Objective-Based Planning and Joint-Decision Making
Module 5 | Managing Sources of Income and Capital
Module 6 | The Real Wealth Management Process
Module 7 | Elements of RWM: Accumulation
Module 8 | Elements of RWM: Growth
Module 9 | Elements of RWM: Preservation
Module 10 | Elements of RWM: Transition
Module 11 | Leading the Real Wealth Management Strategy

Marking Guide

Case Studies
Final Exam
Passing Grade
Honours Achievement

CE | CPD Credits

Knowledge Bureau | 30 CPE credits

Most regulators and associations accept Knowledge Bureau certificate courses for continuing education credits.

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