As a designated specialist, provide high level advice with deep knowledge and top skills in your field. Study time is flexible—take up to 18 months to finish.
A Great Way to Start. Earn a respected Certificate of Achievement in a course of your choice and up to 30 CE/CPD Credits. Take up to three months.
PATHWAY 1
The baby boomer demographic is retiring and they have lots of financial issues that a highly qualified retirement a succession services specialist can answer: all generations in the family are having
difficulty saving adequate money in an emerging high interest, high tax, high
inflation environment.
Who Should Take It?
Advisors whose goal is to provide better financial coaching to boomers with significant life event decisions, and to answer key questions – Will I have enough? When should I take my CPP? Should I postpone my OAS? How will my severance be taxed? What does pension income splitting entail for my family? How does divorce impact the sale of the family business or cottage?
Custom-Design Your Own Flexible Study Plan
Choose six certificate courses from the list below:
PRACTICAL SKILLS
Tax Efficient Retirement Income Planning
STRATEGIC KNOWLEDGE
Succession Planning for Owner-Managers
Behavioural Finance in Risk Management
PATHWAY 2
Get started on your Diploma or Designation Program with your first certificate course. Hone your practical skills and fill knowledge gaps in this area of studies. 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 up to 30 CE/CPD credit hours.
“This course is a great review for me given my current training as a CFP and with my MBA. However, I have to say I really like the course presentation. The information is very straight-forward and gets right to the practical side of working with people regarding planning and living in retirement.”
- Laura Sciore, MFA™ - Retirement Services Specialist Undergraduate
Please read the Standards of Conduct. Designates of Knowledge Bureau require 15 CE/CPD credits before year end to re-license their registered marks for the next calendar year.
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.
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