Certificate Course

Advising Family Businesses


DMA™ - Retirement Income Services Specialist


Many small businesses in Canada are owned and operated by individuals who are at or near retirement age and qualified advisors have an opportunity to assist them in planning and implementing succession plans. This course will teach you to create strategies that can help clients and their companies’ function smoothly.


Course Content

Chapter 1 | Understanding the Family Business
Chapter 2 | How to Work in Alignment with Your Family Business Clients
Chapter 3 | Developing a Shared Vision
Chapter 4 | Understanding Family Dynamics and Systems
Chapter 5 | Planning and Real Wealth Management
Chapter 6 | Advisory Products & Services
Chapter 7 | The Priorities Pyramid
Chapter 8 | The Succession Mapping Process
Chapter 9 | Structuring Retirement Income
Chapter 10 | Advising Family Businesses

Student Experience

My objectives were definitely met. I particularly appreciated the detail of walking through the process using the Succession Map tool offered with this course.

—Delores M., SK


It is unfortunate that the majority of family businesses do not survive past the first or second generation because the loss is felt not only by the family that relies on this income for financial stability but also Canada’s economy.

As a distinguished advisor, you will take a leadership role in quarterbacking the process of helping family businesses plan for today and tomorrow, thereby protecting what is often their most valuable asset. You’ll help your clients beat the succession odds by better understanding the planning process today.

What You'll Learn

You will understand the advisory needs of family businesses, in terms of their unique opportunities and challenges, and learn how to work in alignment with your family business clients, increasing the likelihood that solutions will be implemented.

You’ll work with clients to identify and separate family, business and ownership issues. So that all aspects of a family client and their company can function smoothly, you’ll help your client set clear, shared goals.

Implementing principles of Real Wealth Management into a family business’s clients will have a major impact on their financial stability. You’ll learn how to help clients identify an ideal planning timeline, how to conduct succession mapping processes, how to recognize roadblocks to implementation before they occur, how to develop and lead an advisor team, how to maximize your value while identifying potential advisory opportunities.

What’s Included

• 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

Marking Guide

Case Studies
Final Exam
Passing Grade
Honours Achievement

All students who pass the course will receive a certificate. Students who receive a mark of 90% or better will receive a gold honours bar on their certificates.

CE | CPD Credits

Knowledge Bureau | 30 CPE credits

Most regulators and associations accept Knowledge Bureau certificate courses for continuing education credits.


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.