Enhance Your Credentials With IFB and The Knowledge Bureau


IFB has partnered with national education institute Knowledge Bureau to provide its members with a significant opportunity to enhance credentials.  This initiative will enable members to better position themselves for outstanding success, by providing high value consultancy services using a consistent Real Wealth Management approach. The opportunity is to provide top notch advice in an environment that is increasing a hybrid of personal and robo services.  

Become your clients’ most trusted advisor, the Real Wealth Manager.   Check out the Calendar of Courses and Education Events.

HOW TO EARN YOUR NEW CREDENTIALS:  CHOOSE FROM THREE TRAINING PATHWAYS

A pathway to specialization is featured in this robust offering, designed to meet the knowledge needs of both new and seasoned members. Online courses in one of five new designations may be chosen to hone deeper technical knowledge and skills.   Your “anytime” start is online, but never alone:  take advantage of nurturing personal coaching, cutting edge software solutions and the option to learn peer-to-peer, too, in various educational events.

THE REAL WEALTH MANAGER THE MFA OR DFA-SPECIALIST PEER-TO-PEER LEARNING

Learn the essential elements and professional standards for quarterbacking your clients’ multi-stakeholder approach to the tax-efficient accumulation, growth, preservation of family wealth.

Credentials:  RWM™

Choose from  5 programs:

  • DFA-Tax Services Specialist™ – Personal Tax Filing and Planning
  • DFA-Bookkeeping Services Specialist™
    • MFA-Business Services Specialist™ – Corporate Tax Filing and Planning
    • MFA-Retirement Income Services Specialist™
  • MFA-Executive Business Builder™ – Skills for scaling up a business

Earn CE credits towards your certification and designation marks and their continuing education requirements by learning in class with your peers with expert instructors in one-day or three-day events:

  • CE SUMMITS AND BUSINESS BUILDER RETREAT
  • DISTINGUISHED ADVISOR CONFERENCE

Format:  Online

Study Time:  40 – 60 hours

Required:  Take 12 one-hour modules and learn 15 practical tools for developing strategy and process for sustainable family wealth management.

Format:  Online

Study Time:  180 – 240 hours

Required:  Each program consists of 6 certificate courses; each require 30 – 40 hours of study time.

Maximum:  3 months per course

Choices:  4 courses from one discipline plus 2 more; or take suggested curriculum.  Open book testing and examination pass required

 Format:  In ClassStudy time and CE Credits:

CE Summits and Business Builder Retreat. One day plus pre-reading:   10 hours

Distinguished Advisor Conference. 3 days-15 hours

Required: No pre-requisites.

Please click HERE to fill out a registration form and return it to

registrar@knowledgebureau.com