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Highly qualified specialists who help corporate owner-managers with tax compliance and planning are in high demand. As their trusted advisor, you’ll deliver a comprehensive range of high level services with a multi-stakeholder approach.
Choose Your Pathway—three Options
EARN YOUR DESIGNATION
Take six courses
As a designated specialist, provide high-value advice to help people meet goals and responsibilities. Study time is flexible—take up to two years to finish.
EARN A DIPLOMA
Take three courses
Provide high value, practical guidance with enhanced credentials. Take up to a year to complete your diploma.
EARN A CERTIFICATE
Take one course
Knowledge Gap? Earn a respected Certificate of Achievement in a specific core competency. Take up to three months and earn 30 CE/CPD Credits.
“My new MFA designation is a great talking point with clients and prospects. It shows that I am continuing to learn and grow as an advisor which ultimately adds to their confidence in the quality of advice they receive. I have found that the new designation also increases the frequency and quality of referrals. The MFA program is thorough, leading edge and fun. The combination of the written journal with the audio CD and the on-line tools is a great way to absorb and adopt more complex concepts and solutions.”
- Douglas V. Nelson, MFA™
PATHWAY 1
Attain your MFA™ - Business Services Specialist Designation
You will file corporate tax returns and work with financial and legal advisors in planning for compensation, income splitting, retirement and business succession.
Custom-Design Your Own Flexible Study Plan
Complete six certificate courses:
PRACTICAL SKILLS
Corporate Income Tax Fundamentals
Tax Planning for Incorporated Professionals
STRATEGIC SKILLS
Tax Planning for Corporate Owner-Managers
Business Valuation for Advisors
PATHWAY 2
Earn a Diploma as a Certified Business Tax Practitioner
Choose three courses from the Practical Skills list above and learn the proficiencies you’ll need to file T2 returns and guide family-owned enterprises with a firm understanding of latest tax changes for incorporated businesses, including family income splitting and the taxation of active and passive income.
- Operational Skills: Understand the advisory needs of family businesses and professional practices, and implement tax-efficient solutions.
- Technical Proficiencies: Become knowledgeable about the various schedules most prevalent on the T2 tax return.
- Strategic Planning: Assist with business transactions, including improvements to enhance value and “right time to sell” considerations.
PATHWAY 3
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. 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 30 CE/CPD credit hours.
Learn Your Way
Online 24/7
Education that fits your schedule and your pace. Enrol and start learning the same day. PLUS you can create your own program of studies and timeframes. OPTION: Add Peer-to-Peer Classroom or Conference Experiences.
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In-Class
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.
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In-Conference
Annual three-day Distinguished Advisor Conferences and cooccurring Business Builder Retreats focus on finding solutions for the challenges faced by businesses in a global marketplace.
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Knowledge Base
Tap into a comprehensive, centralized clearinghouse of trusted information, including great books, the Knowledge Bureau Report, newsbooks, lesson plans, online calculators and research libraries.
ENROL NOWAll-Inclusive Resources
• 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
