DMATM - Retirement Income Services Specialist
DMATM - Family Business Services Specialist
Certificate: Navigating Privacy Issues
Certificate: Digital Practitioner Program
Distinguished Advisor Conference
Enter your pathway to success with every course you take and move along the continuum from Technician to Practitioner to Specialist.
Technical Specialties: Up to 180 hours of study, 30 course hours at a time
Practice Management Programs: 40 to 60 hours of study
Continuing Education: 5 - 20 hour CE collections, 10-15 hour live or virtual events, 5-1 hour modules
Tuition Fee Structure
Regular Fees: These are the fees for the program, before reductions for Early Registration, Volume Enrolments, VIP Graduate and Designation Status.
Early Registration: Enrol in advance of online session or event start dates and receive Early Bird Tuition Reductions and save on tuition.
Volume Enrolments: Save on tuition by taking multiple courses in a collection or series. Also applies to multiple course selections for team members (2 or more).
VIP Grads and Designates: At Knowledge Bureau we reward our graduates! Receive tuition reductions on your next course. To find your VIP Status login to your Virtual Campus and check your Official Transcript.
Knowledge Bureau confers CE Credits, Certificates, Diplomas and Designations on its graduates and also accredits certain courses with third party accreditors.
Tuition fees paid qualify for a tuition fee credit or can be used as a workplace training deduction. You may also qualify for a Canada Training Credit or government funding.
E-Z Instalment Plan. Ask us about it!
Open new doors to success, one 30-hour professional Certificate Course at a time.
Move the needle on your Value Proposition!
1 Certificate Course
Advance your career with broader knowledge to serve a more diverse clientele.
Earn more as a highly qualified practitioner!
3 Certificate Courses
Become a highly qualified specialist - a Distinguished Master Advisor.
Take your practice to the very top. Become the lead of your client’s advisory team.
6 Certificate Courses
This practice management course is for specialists who wish to offer family wealth management services. This program teaches a framework for the accumulation, growth, transition and preservation of wealth from one generation to the next.
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 strategic philanthropy program for those who wish to specialize in helping families with investment, retirement and estate planning that includes charitable giving.
This is an emerging investment trend increasingly important to investors of all ages, but few advisors are delivering what HNW clients want: the integration of values-based decisions when discussing tax and financial plans.
This course will introduce you to your obligations towards management of personal information in your possession. This includes identifying what is personal information and sensitive personal information, best practices in relation management of collection, use, storage, retention, and destruction of personal information so as to build credibility and reputation in your business.
Any service-based professional will have had to pivot and reconfigure their practice during the pandemic. Now we can bring systems and processes, order, consistency, concepts and tactics to a defined strategy in growing our future practices.
In short, it’s time to throw off the “bandaid ” approach, get some real “stitches” into your new “hybrid” practice and thrive in the digital world.
Option 1: The Collection Series
Tuition Fee | $ 295 + tax
Complete up to 5 courses in 90 days. Pass them, get your certificates, then add them to your permanent Scholar’s Library.
CE credits for the CE Savvy Collections are follows:
• 10 CE Knowledge Bureau • 5 CE ICM • 5 PD FP Canada • 5 PD IAFE • 5 PD MFDA
Option 2: Entire Collection Series
Annual Tuition Fee | $ 995 + tax
Complete 30 courses in 12 months. Pass them, get your certificates, then add them to your permanent Scholar’s Library
Join Knowledge Bureau President, Evelyn Jacks and Special Guest Instructors for live virtual events each featuring a comprehensive online course and after the event, the recorded presentations. Exponentially increase your learning experience and meet fellow learners from coast-to-coast by attending these fun and informative peer-to-peer events, which tens-of-thousands of practitioners have relied on for their CE/CPD since 2003.
The Only Conference for Leading Tax, Accounting and Financial Professionals
2023 THEME: IMAGINE!
BREAK FREE TO EMBRACE TRANSFORMATIVE CHANGE
November 12 - 14, 2023
You can raise the bar of your practice, elevate your client experience and increase your remuneration. Many successful financial advisory firms have incorporated the The DMATM Distinguished Master Advisor program into their team with great results.
Don’t be left behind.
“What surprised me about the courses was the outcome. My new understanding of the mechanics made it significantly easier for other advisors to implement my advice because I was confident I know how to explain it.”
Ian Wood, MB