The Pre-Eminent Standard in Wealth Management Services

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1 The Pre-Eminent Standard in Wealth Management Services for: The Master Financial Advisor Designation

2 What is the MFA? The MFA (Master Financial Advisor) is one of the newest and fastest growing designations for Canadian financial advisors. Thousands are currently enrolled in courses leading to the designation and graduates are proudly rolling out one of the most unique services in the industry. The MFA is a credential that signifies specialization in providing retirement income, investment income, tax, estate and business services. But this is where the similarity with other designations ends... The MFA Advantage The rigorous MFA designation program provides more than a title it presents an unparalleled opportunity for advisors to rise to the fullest potential of client service. The MFA has deep knowledge and extensive skills in providing Wealth Management Services. Acting as the client s primary advisor, the MFA follows strategies and processes to manage wealth on an after-tax, after-cost, intergenerational basis. Specifically, the MFA is trained to assemble and manage an inter-advisory team of professionals to work jointly toward client-centric solutions. The underlying focus of the team is stewardship of sustainable wealth. Complementing Existing Designations The MFA designation complements existing designations in the financial services, money management, insurance, tax and accounting industries. Holders of recognized industry designations may qualify for exemptions from individual courses of the MFA curriculum. The level of learning required is high and the usefulness and relevance of the content is in line with the needs of a long-time planning practitioner. Maria Kent, CFP, PFP, MFA Candidate, AB In a nutshell the MFA designation is not simply about the money, the product or the plan it s about creating and managing inter-advisory relationships with ideal clients.

3 What s Involved? MFAs are positioned with the training, tools and processes to look at a client s situation differently than a regular advisor. Helping over the long term, the MFA contributes not only as a specialist, but most importantly, as the primary advisor trained in the inter-advisory discipline of Real Wealth Management TM. Specifically, the MFA possesses: 1. Deep Knowledge in a field of specialization suitable to their clients needs: Investment Income Services Retirement Income Services Succession and Estate Planning Services 2. A Process for Joint Decision Making between the MFA, the inter-advisory team and the ideal client, a Chief Family Influencer (CFI): MFA Standards of Conduct Certification marks are licensed to graduates who successfully complete the required course of study and continue to practice under the MFA Standards of Conduct which include: A commitment to deep knowledge and on-going continuing education in the designate s field of specialization Three years experience in professional practice or current employment or selfemployment under supervision in an established practice Continued good standing under applicable professional designations and with regulators Demonstrated commitment to ethical conduct

4 Earn Your Prestigious Certificate Differentiate yourself, elevate your practice and experience increased professional referrals by offering a level of service that is truly unparalleled in the industry. Your MFA Certificate of Distinction reminds clients of your commitment to providing the highest standard of excellence in client service. The Master Financial Advisor Designation is administered exclusively by The Knowledge Bureau. Certificate of Distinction Has qualified for the Designation of By successfully completing six courses in advanced professional development in this specialized field as presented by THE KNOWLEDGE BUREAU The Knowledge Bureau is a designated educational institute and Canada s leading educator in the tax and financial industry On this date Evelyn Jacks, President John Smith MASTER FINANCIAL ADVISOR Retirement Income Services Specialist The MFA program has helped prepare me and my clients for this most recent market downturn. As a result, both my revenue and my assets are higher today than when the market downturn began. Doug Nelson, MFA, MB This is the first study course I have participated in that presents more of the holistic view of a client. I truly believe the advisor of the future must be able to help clients envision their retirement in terms of their goals and dreams as well as manage their financial affairs. This course does a great job explaining how an advisor would do that and why. Laura Sciore, MFA Candidate, ON Features of the MFA Program This six-course, 180-hour program includes: Continuing education credits recognized by most professional organizations Complimentary subscription to Breaking Tax and Investment News Upon graduation, complimentary registration to attend one Distinguished Advisor Conference (DAC) Preferred Client pricing for courses, books, workshops and conferences from the Knowledge Bureau and select business partners Complimentary subscription to EverGreen Explanatory Notes featuring the latest Budget Updates and detailed, easily accessible information from the Income Tax Act, Interpretation Bulletins, Circulars, forms and publications. For more information, visit

5 MFA: A Designation of Distinction The financial services industry is saturated with an ever-growing number of advisors competing for clients. To avoid getting lost in the noise and to survive and grow, leading advisors can now differentiate themselves with this advanced level designation that complements the standard designations held by many planners, advisors and accountants. Differentiate yourself from the mass of common designation holders Become the primary advisor through all market conditions and lifecycles Complement existing courses, licensing and designations Enhance your skills, fast-track your career and elevate client services Increase assets, revenue, team efficiency and profitability Work effectively with and increase referrals from other professionals A Specialist in Wealth Management The MFA, a specialist in his or her field of practice, is specifically trained to be the primary advisor of an inter-advisory team. The steps to this approach include: Acting as the primary advisor through a strategic process of decision making Listening for the client s life and financial triggers Possessing deep knowledge in the advisor s field of practice Managing an inter-advisory team of specialists to provide additional solutions Analyzing personal financial data expertly and consistently over time Planning results under the Four Financial Pillars : Accumulation, Growth, Preservation and Transition of wealth Implementing the plan on an efficient after-tax, after-cost basis Reviewing and adjusting the plan to ensure objectives are met Clients Want to Work with Specialists According to a study by the Wharton School of the University of Pennsylvania, The highest level of confidence is formed when the client has trust in the technical competence and know-how of the advisor. The MFA delivers this competence and know-how, and clients can trust that MFAs are held to the highest ethical standards. Clients appreciate joint decision making with a most trusted advisor who can help them visualize the future and navigate a complicated financial world.

6 About The Knowledge Bureau We are proud to be the exclusive post-secondary educational institute offering the MFA Designation Program. Over the past 30 years, we have trained tens of thousands of professionals in the financial services, tax and accounting fields and The Knowledge Bureau has become one of Canada s leading financial educators. Knowledge Bureau programs include self-study courses, regional workshops, books, subscription services and most recently the MFA designation. Evelyn Jacks, Founder and President Your Education Partner We would like to create a learning relationship with you and your team, for all your professional development and continuing education requirements. Count on us for: Practical training you can use right away with your team and clients Unparalleled personalized attention to ensure your success Flexible learning format to fit even the busiest schedules Tax deductible tuition fees (tuition fees qualify for the Education and Textbook Credit on your tax return!) No risk, money-back guarantee Continuing education credits for most courses and conferences Take the First Step Taking the first step is the hardest part contact us and we will make the rest easy for you. We will design a custom study plan that works for even the busiest of schedules. For your no-obligation, personal consultation call our Registrar today. Call us toll-free at (866) , fax: (204) or enroll on-line at The Knowledge Bureau