Retirement Income Services Specialist

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Retirement Planning and Pension Income Courses

Your Pathway to the
Retirement Income Services Specialist 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.

Take one course

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


Earn Your Designation as a Retirement & Income Services Specialist

The baby boomer demographic is retiring and they have lots of financial issues that a highly qualified retirement a succession services specialist can answer: all generations in the family are having
difficulty saving adequate money in an emerging high interest, high tax, high
inflation environment.

Who Should Take It?

Advisors whose goal is to provide better financial coaching to boomers with significant life event decisions, and to answer key questions – Will I have enough? When should I take my CPP? Should I postpone my OAS? How will my severance be taxed? What does pension income splitting entail for my family? How does divorce impact the sale of the family business or cottage?

Custom-Design Your Own Flexible Study Plan

Choose six certificate courses from the list below:


Tax Efficient Retirement Income Planning

Advising Family Business

Introduction to Trusts


Personal Pension Planning for Owner-Managers

Succession Planning for Owner-Managers

Behavioural Finance in Risk Management


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 up to 30 CE/CPD credit hours.

“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

Have You Met Your CE/CPD Requirements?

Please read the Standards of Conduct.

Please read the Standards of Conduct. Designates of Knowledge Bureau require 15 CE/CPD credits before June 30 to re-license their registered marks for the next 12 months.

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

Your Tuition Includes
These 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

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.


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.

Knowledge Base

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