Real Wealth Manager Designation Program

People who work in today’s tax and financial services industries operate in a highly regulated, yet rapidly changing environment. What is essential is a coordinated approach to wealth management that systematizes financial, legal and tax advisory services.

Competent wealth managers are in high demand. While there are many advisors at work in the financial services industry today, few possess the unique skills and processes required to truly distinguish their practice from the rest. This course will show students how to provide exceptional value through optimized planning to help clients and their families succeed at every important lifecycle stage to achieve, maximize and preserve their wealth.

Students will learn what Knowledge Bureau refers to as the Elements of Real Wealth Management™, a unique and specialized approach, which can be readily integrated into a student’s professional practice as they progress through this program. This defined process for building relationships with clients will enable joint decision-making that results in the creation of sustainable wealth through the execution of tactical plans for the accumulation, growth, preservation and transition of capital on a net, after-tax basis.