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Next Cohort: Jun 15-Dec 15
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Duration
18 months
Tuition
$3,570
Online
Jun 15-Dec 15
Jul 15 - Jan 15 2026
Aug 15 - Feb 15 2026
Sep 15 - Mar 15 2026
Commitment
Part-Time
Delivery
Online
Credential
Certificate
Year Founded
2003
Scholarships
no
The baby boomer demographic is retiring and they have lots of financial issues that a highly qualified retirement and 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.
Do you have the skills to provide the process and structure your clients will need to effectively plan for their retirement? Differentiate yourself, attract new clients and increase profits by providing a high value service as a trusted advisor to your clients.
What You’ll Learn
- Tax-Efficient Retirement Income Planning
- Use of Trusts in Estate Planning
- Investment Tax Strategies
- Succession Planning for Owner-Managers
- Personal Pension Planning for Business Owners
- Advising Family Businesses
Ready to get started?
Next Cohort: Jun 15-Dec 15
By submitting your email address, you acknowledge and agree to CourseCompare.ca's Terms of Service and Privacy Policy.
Student Reviews (15)
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 MFA was able to deliver ... Increasing my confidence when consulting with advisors on how to help their clients meet their financial goals.
