Become a Retirement & Succession Services Specialist

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Faculty of retirement studies Your Potential is Limitless™

Earn the MFA™-Retirement & Succession Services Specialist Designation

Add a highly prized service to your career: custom-design tax-efficient retirement income plans.

Choose Your Pathway—three Options

EARN YOUR DESIGNATION
Take six courses

As a designated specialist, provide high level advice with deep knowledge and top skills in your field. Study time is flexible—take up to 18 months to finish.

EARN A DIPLOMA
Take three courses

Become a skilled practitioner, providing practical solutions with your enhanced credentials. Take up to a year to complete your Diploma.

EARN A CERTIFICATE
Take one course

A Great Way to Start. Earn a respected Certificate of Achievement in a course of your choice and 30 CE/CPD Credits. Take up to three months.

“This course is a great review for me given my current training as a CFP and with my MBA. However, I have to say I really like the course presentation. The information is very straight-forward and gets right to the practical side of working with people regarding planning and living in retirement.”

- Laura Sciore, MFA™ - Retirement Services Specialist Undergraduate

PATHWAY 1​

Earn Your MFA™ Designation as a Retirement & Succession Services Specialist

DIFFERENTIATE YOURSELF. As a designated specialist, provide advice and recommendations on retirement readiness based on personal time horizons and savings goals; then custom-design tax-efficient retirement income from multiple sources and manage late life change due to disability and death.

Custom-Design Your Own Flexible Study Plan

Choose six certificate courses from the list below:

PRACTICAL SKILLS

Debt and Cash Flow Management

Tax Strategies for Investors

Tax Efficient Retirement Income Planning

STRATEGIC KNOWLEDGE

Fundamentals of Succession Planning

Portfolio Risk Management

Planning with Trusts

PATHWAY 2

Earn a Diploma as a Certified Retirement Readiness Practitioner

All generations within families are having difficulty saving adequate money in this high tax, high inflation, volatile economic environment. Help clients achieve the financial peace of mind they need with comprehensive retirement income planning that puts the focus on after-tax results.

Choose three courses from the list above and get the skills to assist clients prepare for a worry-free retirement. Your new core competencies:

  • Operational Skills: Guide conversations on pre-retirement debt-management, savings goals for in- retirement lifestyles and risk management for late life years.
  • Technical Proficiencies: Using a case-study approach prepare retirement income structuring scenarios. Develop and implement plans for long term tax efficient savings opportunities.

  • Strategic Planning: Help clients think about succession planning and manage change due to disability and death.

PATHWAY 3

Earn a Professional Certificate

Get started on your Diploma or Designation Program with your first certificate course. Hone your practical skills and fill knowledge gaps in this area of studies. Shore up your professional development with a single certificate course from the list above. It’s a great way to fulfill professional development requirements and start on your pathway towards a diploma or designation. Every online course provides 30 CE/CPD credit hours.

Have You Met Your CE/CPD Requirements?

Please read the Standards of Conduct. Designates of Knowledge Bureau require 15 CE/CPD credits before year end to re-license their registered marks for the next calendar year.

Please contact us to stay onside with your re-licensing requirements and to receive your VIP designate rates on your tuition fees.

Learn Your Way

Online 24/7

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.

In-Class

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.

In-Conference

Annual three-day Distinguished Advisor Conferences focus on finding solutions for the challenges faced by businesses in a global marketplace.

Knowledge Base

Tap into a comprehensive, centralized clearinghouse of trusted information, including great books, Knowledge Bureau Report, online calculators and research libraries.

All-Inclusive Resources

• 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
• Examination, certification and designation