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Next Cohort: Mar 4-Jun 4

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Duration

3 months

Tuition

$295

 

Mar 4-Jun 4

Plus 2 other start dates

Apr 1 - Jul 1 2024

May 6 - Aug 6 2024

Commitment

Part-Time

Delivery

Online

Credential

Certificate

Year Founded

2003

Scholarships

no

The CE Savvy PD: Asset Management program will take the student through 5 CE modules focused on key asset and risk management techniques. This program includes 5 modules.

Complete all 5 courses in 90 days.

  • Portfolios: Effective Risk Management
  • Real Estate: Principal Residence
  • Real Estate: Rental Properties
  • Cross-Border Issues: Canadian and US Investments
  • Currency: Issues in Managing Costs and Risks

Ready to get started?

Next Cohort: Mar 4-Jun 4

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Student Reviews (15)

Write a Review

Knowledge Bureau

Superior to most courses I have taken

Melanie Adams

August 10, 2023

Graduated From

DMA™-Personal Tax Services Specialist Designation Program

Overall:

5 out of 5

Instructors:

5 stars

Curriculum:

5 stars

Job Assistance:

na

The content in each course at the Knowledge Bureau was superior to most courses I have taken at other institutions. Navigating the courses was easy and the online instruction, readings and exercises were geared towards real life, which made things easi...

The content in each course at the Knowledge Bureau was superior to most courses I have taken at other institutions. Navigating the courses was easy and the online instruction, readings and exercises were geared towards real life, which made things easier to understand.

Knowledge Bureau

Increasing my confidence

Tony Bosch

August 10, 2023

Graduated From

DMA - Retirement Income Services Specialist

Overall:

5 out of 5

Instructors:

5 stars

Curriculum:

5 stars

Job Assistance:

na

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

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

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