The Institute has selected partners that it feels offer high quality products, services and training to our Accountants, Bookkeepers and Business Coach members
Institute Approved or Accredited Training Courses
Accredited Training Courses
Business Advisor Certification (BAC) Course:
This is a 6 week online course, plus a one day face to face program. It includes access to software and tools to implement in the practice. It helps Business Advisors understand their role as an Advisor, how to get started, engage and build a successful practice. It includes a credential and use of the Accredited Advisor logo. It includes a credential and use of the Certified Advisory logo.
Recommended Licensee Program
Become a Consultant – Licensee Program:
MAUS Business Systems offers their partner program that includes 6 days face to face training, monthly mentoring, marketing and software.
You will become a trained licensee of the leading “Your Business Success” methodology. A simple 7 step program to help your clients succeed.
The Partner program is designed to fast track your practice’s success with a full suite of access to advisory tools and advisory software that have been developed over the last 30 years and implemented with over 60,000 SME’s and 10,000 advisors.
MAUS ValueMax Certified Advisor Course:
ValueMax is a simple 7 step process designed to automate and systemize Exit & Succession Planning services for business advisors to run with their clients.
This course is designed to support the ValueMax methodology and ValueMax Exit Plannign Software that is developed by MAUS Business Systems. The course can be purchased as a stand alone training program or combines with a package of software
Local Chapter Meetings
Local Chapter Education
See our Events page for a full list of activities and events
EPI & the Institute of Advisors share local chapter events and education