Master Financial Advisor

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The MFA designation signifies completion of advanced training in retirement income planning, estate planning and investment planning services. The Knowledge Bureau has developed this educational platform specifically to prepare professional advisors to work towards client-centric solutions. The underlying focus of the team is stewardship in Real Wealth Management™.

The MFA designation qualifies professional advisors to manage wealth on an after-tax, after-cost, intergenerational basis. Professional advisors complete the designation with the ability to develop strategic plans to meet clients' specific wants and needs, and to manage a team of well-chosen specialists to implement the plan.

The MFA designation can be obtained in the following areas of specialty:

  • Retirement Income Services Specialist
  • Investment Services Specialist
  • Succession & Estate Services Specialist
  • Certificate in Personal Financial Services
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