As a designated specialist, provide high value advice to help people meet wealth management goals. Study time is flexible—take up to 9 months to finish.
Who Should Take it? Advisors who truly want to offer a new value proposition and build strong, inter-generational, multi-advisory relationships throughout personal and financial lifecycles, will want to use a new approach: Real Wealth Management.
The course entails the completion of 18 online modules and features a
case study approach using 15 sophisticated software tools to enable
deeper conversations and projections that answer specific financial
Of special interest to tax and financial advisors, retirement, investment, insurance and estate planners, but also perfect for any individual wishing to take control of the wealth they accumulate
throughout their lifetime.
You’ll complete 18 comprehensive modules in this important professional program:
The most trusted financial advisor is the strategist who leads all the other specialists in the execution of their clients’ multi-faceted financial plans.
Advisors authorized to use RWM™ designation behind their names have a deep and broad understanding of both the behavioral and financial skills required to manage family wealth over several generations. In collaboration with the family, and an inter-advisory team of financial professionals, RWM™ develops a strategy and follows a process to manage intergenerational wealth on an after tax-basis.
This sets the standard for decision-making for investment, retirement, business, succession and estate planning. The team educates, advocates and stewards responsible accumulation, growth, preservation and transition of wealth from one generation to the next.
With the training, tools and processes, the RWM™ is highly trained to consider a client’s accountable financial outcomes with a consistently high standard of care. Over the long term, the RWM™ contributes not only as a knowledge specialist, but most importantly, as the primary advisor trained in the inter-advisory discipline of Real Wealth Management™. Specifically, the RWM™ possesses:
The RWM, the primary advisor in providing comprehensive and collaborative wealth advisory services, is specifically trained to lead strategic decision-making by an inter-advisory team with family stakeholders. The steps to this approach include:
Become a Society of RWM Member for your access to the RWM™ Calculators for FREE!
“Knowledge Bureau, with their first-class courses, offers asustainable, long-term educational framework for industry professionals.
This is about implementing the Real Wealth Management process from an emotional intelligence, as well as a technical point of view, to guideclients in achieving their goals”
—Stefanie Keller, CFP, RWM™
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.
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.
Tap into a comprehensive, centralized clearinghouse of trusted information, including great books, Knowledge Bureau Report, online calculators and research libraries.