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Differentiate with High Standards Of Service Excellence
THE MFA and DFA-Specialist Designations identify a select group of Wealth Advisors who have specialized skills within the tax and financial services industry. These programs, available exclusively through Knowledge Bureau and its strategic partners, lead to mastery in tax and bookkeeping services, business services and retirement and estate services under a platform of Real Wealth Management™.
DAC Nov 5-8 in Kelowna: Enter March Financial Trivia Contest
You can enter this month’s skill-testing financial trivia question to win a free registration to the DAC in Kelowna, where this year’s theme will be: CANADA 150: Financial Advice at the Crossroads of Change.
DAC Nov 5-8 in Kelowna: Enter the Financial Trivia Contest Now
There are only a few days left to enter this month’s skill-testing financial trivia question to win a free registration to the DAC in Kelowna, where this year’s theme will be: Financial Advice at the Crossroads of Change.
