Add a highly prized service to your career: custom-design tax-efficient retirement income plans.
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.
Become a skilled practitioner, providing practical solutions with your enhanced credentials. Take up to a year to complete your Diploma.
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
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:
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:
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.
Education that fits your schedule and your pace. Enrol and start learning the same day. PLUS you can create your own program of studies and timeframes. OPTION: Add Peer-to-Peer Classroom or Conference Experiences.ENROL NOW
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.ENROL NOW
Annual three-day Distinguished Advisor Conferences and cooccurring Business Builder Retreats focus on finding solutions for the challenges faced by businesses in a global marketplace.ENROL NOW
Tap into a comprehensive, centralized clearinghouse of trusted information, including great books, the Knowledge Bureau Report, newsbooks, lesson plans, online calculators and research libraries.ENROL NOW