TORONTO, ON – September 3, 2020 – Knowledge Bureau, a pre-eminent national financial education institute and Advocis, The Financial Advisors Association of Canada, are pleased to announce their partnership in offering specialized financial education to Advocis Members. The first program to be offered, effective September 3, 2020 is the MFA-P™ Designation.
“Affluent clients are highly interested in discussing philanthropy with you, and they want you to lead the way,” said Evelyn Jacks, President of Knowledge Bureau, who collaborated with the Canadian Association of Gift Planners (CAGP) and Spire Philanthropy to develop the program. “Philanthropy, in fact can be the glue that binds multiple generations to you and your firm, help you strengthen family relationships, and ensure a continuing stream of revenue over time.”
“We are excited to invite our members to learn more about earning new credentials to offer strategic philanthropic planning with confidence,” said Barbara Riddell, Vice-President of Education and Membership at Advocis. “The MFA-P™ Designation will help advisors understand how to use strategic gift planning in their practices, using various gifting vehicles and concepts.”
Advisors will understand their unique role in the philanthropic discussion and how to better help clients be more intentional in their giving through high-value conversations. The three online courses in the program will include several true-to-life case studies, including planning with vulnerable clients, strategizing with holding companies, and using life insurance in gift planning.
Advocis members who wish to register to take this online program may do so at a special value of 10% off the regular tuition of $1495.00 through the Advocis Partner Programs webpage by using their Advocis ID number.
A free trial and personal orientation may be arranged by contacting firstname.lastname@example.org.
This program has been approved by The Institute for Advanced Financial Education for CE Credits, as well as other bodies.
Julie Martini, Vice-President, Public Affairs and Marketing
Advocis, The Financial Advisors Association of Canada
Evelyn Jacks, President
ABOUT KNOWLEDGE BUREAU
Founded by award-winning financial educator and best-selling tax author Evelyn Jacks in 2003, Knowledge Bureau™ is a widely respected financial education institute and publisher, which provides world-class continuing professional development to advisors in the tax, accounting and financial services. It has welcomed tens of thousands of students to its virtual campus to earn new credentials and enhance career opportunities, and also provides customized learning solutions for large and small enterprises and associations. For more information visit www.knowledgebureau.com or call 1-866-953-4768.
Advocis, The Financial Advisors Association of Canada, is the largest voluntary professional membership association of financial advisors in Canada, representing more than 13,000 members and 40 Chapters across the country. Advocis offers designations, continuing education opportunities, industry-leading publications, and membership in a chapter network with comprehensive mentorship programs, study groups and practice development resources. For more information, visit http://www.advocis.ca.