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Provide Tax Efficient Wealth Management Services
Earn Your RWM™ Credentials
Who Should Take it? 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 course entails the completion of 18 online modules and features a case study approach using 15 sophisticated software tools to enable deeper conversations and projections that answer specific financial
trigger questions.
Of special interest to tax and financial advisors, retirement, investment, insurance and estate planners, but also perfect for any individual wishing to take control of the wealth they accumulate
throughout their lifetime.
You’ll complete 18 comprehensive modules in this important professional program:
Program Content
- Module 1 | Defining Real Wealth Management
- Module 2 | The Strategic Approach in Real Wealth Management
- Module 3 | The RWM Process
- Module 4 | The Costs of Building Wealth
- Module 5 | Accumulation
- Module 6 | Growth
- Module 7 | Preservation
- Module 8 | Transition
- Module 9 | Objective-Based Family Planning
- Module 10 | Tax Strategies: Managing Sources of Income and Capital
- Module 11 | Cross-Border Issues - Canadians and US Investments
- Module 12 | Start Ups: Incorporated or Unincorporated
- Module 13 | CCPC Planning - Understanding
- Module 14 | CCPC Planning Shareholder Remuneration
- Module 15 | Leading the Real Wealth Management Strategy
- Module 16 | Sharing the Plan with Inter-Advisory Stakeholders
- Module 17 | Analysis, Accountability and Go Forward Planning
- Module 18 | You, the Real Wealth Manager
Who is the Real Wealth Manager™?
The most trusted financial advisor is the strategist who leads all the other specialists in the execution of their clients’ multi-faceted financial plans.
Advisors authorized to use RWM™ designation behind their names have a deep and broad understanding of both the behavioral and financial skills required to manage family wealth over several generations. In collaboration with the family, and an inter-advisory team of financial professionals, RWM™ develops a strategy and follows a process to manage intergenerational wealth on an after tax-basis.
This sets the standard for decision-making for investment, retirement, business, succession and estate planning. The team educates, advocates and stewards responsible accumulation, growth, preservation and transition of wealth from one generation to the next.
What’s Involved?
With the training, tools and processes, the RWM™ is highly trained to consider a client’s accountable financial outcomes with a consistently high standard of care. Over the long term, the RWM™ contributes not only as a knowledge specialist, but most importantly, as the primary advisor trained in the inter-advisory discipline of Real Wealth Management™. Specifically, the RWM™ possesses:
- Deep Knowledge in a field of specialization suitable to their clients’ needs:
- Investment Income Services
- Retirement Income Services
- Tax Planning Services
- Succession and Estate Planning Services
- A Strategy and Process for joint decision-making as illustrated below:
Accreditation
Most organizations recognize courses provided by Knowledge Bureau, awarding 1 CE/CPD per hour of studies. If submitting to any professional body, review their standards for continuing education prior to submission. All education provided by Knowledge Bureau is recognized for Knowledge Bureau Designation requirements.
RWM™ Designation Program:
90 CE credits with Knowledge Bureau
20 PD credits with CIRO (Cycle 10)
The RWM™ Framework
What Skills Does the RWM™ Possess?
The RWM, the primary advisor in providing comprehensive and collaborative wealth advisory services, is specifically trained to lead strategic decision-making by an inter-advisory team with family stakeholders. The steps to this approach include:
- Possessing deep knowledge in the advisor’s field of practice
- Acting as the primary advisor through a strategic process of decision making
- Listening for the client’s life and financial triggers
- Strategizing using the “Four RWM Elements”: accumulation, growth, preservation and transition of sustainable wealth
- Managing the team of specialists to provide required expertise for financial solutions
- Implementing the RWM strategy on an efficient after-tax, after-cost basis with all stakeholders
- Analyzing financial data expertly and consistently over time to meet financial milestones
- Reviewing and adjusting the strategy and process to meet ongoing client objectives
Join the Society of Real Wealth Managers™
Become a Society of RWM Member for your access to the RWM™ Calculators for FREE!
“Knowledge Bureau, with their first-class courses, offers asustainable, long-term educational framework for industry professionals.
This is about implementing the Real Wealth Management process from an emotional intelligence, as well as a technical point of view, to guide clients in achieving their goals”
—Stefanie Keller, CFP, RWM™
Your Tuition Includes
These All-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
Not Quite Ready? Take A Course Trial
Learn Your Way
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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.
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.
In-Conference
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.
