Certificate Course: Succession Planning for Owner-Managers


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​This course is for you if

You provide planning services to pre-retirees and pensioners
You are a professional looking to update your skills
You are training staff


The fourth course in the DMA™-Retirement Income Services Specialist Designation.

Understand the importance of succession planning for the business and key positions within the business; succession plan implementation; addressing the impact of succession on employees and the business as a whole; and succession of the business to third parties. Use this important knowledge to address estate planning for non-business owner clients as well.

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Can start 24/7 anytime!

Designation Program: $3,990
($665 x 6 certificates courses)

Regular Tuition: $895

Need help? Call us at 1-866-953-4769

​What you will learn

You’ll develop an understanding of the importance of the planning process, and how routine planning in the business is an important precursor for succession planning. You’ll learn to differentiate and understand the relationship between succession planning for key positions in the business and for the business as a whole.

The MFA was able to deliver…Increasing my confidence when consulting with advisors on how to help their clients meet their financial goals.

- Tony Bosch, BC

​Scope of the course

  • Introduction to Succession Planning
  • Essentials of Planning and the Planning Process
  • Key Positions that Require Succession Planning
  • Role and Responsibility Issues for Business Leaders
  • Financial Issues for Business Leaders
  • Role and Responsibility Issues for Successors
  • Financial Issues for Successors
  • Succession Plan Implementation
  • Succession of the Business to Another Organization
  • Succession Planning: Specialized Situations

​What is included

  • Tax deductible tuition fees
  • Potential for Canada Training Grant or other Government programs
  • Personal consultation and virtual campus orientation
  • Practical case studies using well-known professional software
  • Lesson plans and study plans
  • Calculators and tools you can use immediately
  • Personal instructor support by email
  • Testing and certification
  • Comprehensive Knowledge Journal
  • CE/CPD accreditation by various professional bodies
  • EverGreen Explanatory Notes - Online Research Library

​Related Programs

DMA™ Retirement Income Services Specialist

Personal Pension Planning for Business Owners