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Duration

3 months

Tuition

$1,995

 

Jul 1-Oct 1

Plus 2 other start dates

Aug 1 - Nov 1 2024

Sep 1 - Dec 1 2024

Commitment

Part-Time

Delivery

Online

Credential

Certificate

Year Founded

2003

Scholarships

no

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.

Ready to get started?

Next Cohort: Jul 1-Oct 1

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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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