About The Institute

Who We Are

The Institute of Advisors is a body representing professional Business Advisors around the world, founded in 2009 with the aim of raising the standards in Business Advisory services.

Our Vision

The Institute aims to empower professional Business Advisors around the world through certification and professional benchmarks & standards.The Institute, in conjunction with industry leading partners and other association bodies around the world, have developed a set of methodologies and processes that every Business Advisor should follow.

Our Purpose

The Institutes helps accountants, bookkeepers, wealth planners, consultants and other professionals integrate Business Advisory Services into their practice. The Institute delivers standards, processes and will recommend practical tools designed to advance the Business Advisory profession.

Institute events and local chapters bring together business brokers, accountants, bookkeepers, lawyers, financial planners, HR professionals and coaches into one organisation with the goal of educating and improving the knowledge, skills and professionalism of the advisory function as well as collaborating in groups to promote their local firms.

Our Goal

Through continual improvement our goal is to collaborate with the best thought leaders in the space to create:

  1. A set of worldwide benchmarked standards that can be incorporated into any advisory practice.
  2. To recognise the excellent work in the setting of standards and accreditation by other respected bodies and to provide access to the accreditation process.
  3. To create a free membership library that fosters the growth and development of material and resources in this area.
  4. To offer a mentoring program to help professional advisors to add “Advisory” services
  5. To assess and recommend products that meet the quality guidelines of the Institute’s board of governors.

Latest News

Greater New York Chapter Meeting Conducted Online
3 Simple Tips To Win New Clients
Australian Chapter President, Peter Hickey, Visits Canberra Local Chapter Meeting

Institute Partners

The Institute has selected partners that it feels offer high quality products, services and training to our Accountants, Bookkeepers and business Coach members

MAUS Business Systems
MAUS Business Systems is a leading software publisher & training provider.

The Exit Planning Institute (USA)
The Exit Planning Institute is one of the premier bodies around the world. They offer a 4 day CEPA training course

Woodard Institute (USA)
The Institute has partnered with the Woodard Institute to service the bookkepers and accountants in the USA with the certification courses and chapter meetings.

Australian Institute of Business brokers
The Australian Institute of Business Brokers is the leading body providing advice and training to Business Brokers

Learn more about the Institute

Our Vision

The Institute aims to empower professional Business Advisors around the world through certification and professional benchmarks & standards.The Institute, in conjunction with industry leading partners and other association bodies around the world, have developed a set of methodologies and processes that every Business Advisor should follow.

Our Purpose

The Institutes helps accountants, bookkeepers, wealth planners, consultants and other professionals integrate Business Advisory Services into their practice. The Institute delivers standards, processes and will recommend practical tools designed to advance the Business Advisory profession.

Institute events and local chapters bring together business brokers, accountants, bookkeepers, lawyers, financial planners, HR professionals and coaches into one organisation with the goal of educating and improving the knowledge, skills and professionalism of the advisory function as well as collaborating in groups to promote their local firms.