“The course expanded my knowledge and expertise of how to establish a successful advisory practice. It certainly added a lot of value. What I loved the most was how practical the course was and the samples. Great course, highly recommended”
Linda Hamilton, CPA, CGMA

Business Advisor Certification Course

Course Outline:

The Certified Professional Business Advisor Course (CPBA) is an extremely practical course. You will hear advice, tips and tactics from some of the most successful Business Advisors from around the world. Unlike other online consulting courses you will be provided with and shown how to use ‘best practice’ methodology, strategic templates, market-leading advisory tools and advisory software to enhance the delivery of advisory services to help you build a successful practice.

You will learn how to engage clients, how to price your services and charge on value. You will be provided with sample marketing resources, brochures and consulting software so you can walk away from the course with a ready to go plan.

This course has been based on over 25 years of industry experience and includes a proven step-by-step methodology which anyone can follow!

What advisors say about the course & what’s included

What they said
Institute of Advisor Graduates

Peter Christman, Co-founder of the Exit Planning Institute
Who is the CPBA for?

Dale Coutts, Founder & Director of FKM Global
Thoughts on the Institute of Advisors

Three easy steps to become certified

Join The Leading Business Advisory Body

Get Instant Access to the Online Course

Become Certified

Course Curriculum

Key Certification Outcomes

About The Course

Course Outcomes

A Message from the Instructor

Join a Local Chapter

How to Use this Learning Platform

Advice on Enrollment

Professional Standards for Business Advisors

Before we Begin…


Academic Panel – Dale Coutts: Confidence

Academic Panel – Joe Woodard: Reminding Clients

Academic Panel – Phil Roberts: Benefits of the Institute

Academic Panel – Fred Fardeau: Why Advisory is Great

Academic Panel – David Blair: How to be a Good Advisor

Academic Panel – Dale Coutts: Institute of Advisors

Module Overview- Role of a Business Advisor

What Makes a Good Advisor

Role of an Advisor

Think of Yourself as a GP

How to be a Great Advisor

Questions a Sports Coach Asks

MAUS Iceberg Business Goals

Strategy, Execution and Accountability

Academic Panel – Joe Woodard: Good vs Bad Advisor

Asking Personal Questions – Peter Christman Interview

Academic Panel – Joe Woodard: Tips for Advisors

Academic Panel – Phil Roberts: Is it Just about Problem Solving?

Academic Panel – Joe Woodard: Business Advisors Focus

Academic Panel – Dale Coutts: The Role of an Advisor

Academic Panel – Phil Roberts: Is Empathy Important?

Module Overview- Developing a Business Model

Business Model Basics

Simple Business Models

Sample Charge Rates

Advisory Business Models

Start Developing a Model

Face to Face or Online Coaching

Why Would a Client Buy Your Services?

Build Resources Around Your Programs

Getting Ready

Determine the Why of Your Practice

It’s Not Always about the Money

Business Broker Sample Models

Examine the Readiness Constraints

Sample Roadmaps

Business Model Evolution

Sample Business Model Objectives

Leveraging Your Practice

How to Improve Practice Profitability

Barriers To Success

Sample Charge Rates and Modelling

Technology and What Will Hold You Back

Sample Marketing & Building Blocks – Peter Christman

Assessment Task

Peter Christman Tips

Academic Panel – Joe Woodard: Specialisation is the 1st Key Building Block

Academic Panel – Joe Woodard: Standardisation is the 2nd Key Building Block

Academic Panel – Joe Woodard: Automation is the 3rd Key Building Block

Academic Panel – Dale Coutts: Sample Client Success Stories

Academic Panel -Fred Fardeau-Example of business models

Academic Panel – Dale Coutts: What is Dale Charging?

Academic Panel – David Blair – Building a Good Business Model

Academic Panel – Joe Woodard: How To Build a Successful Practice

Module Overview-Client Discovery

Entire Lesson Plan

Sell Yourself, Not a Product

Building Trust

Look for Hot Buttons

Great Client Phrases

Confidence and Experience

Mapping Out the Client Discovery

Sample Client Discovery Template

Discussion and Advice Conducting

What’s Holding the Business Back?

Business Priorities

High Performance Business Quiz

Client Needs Analysis Software

Assessment Quiz

Conduct Client Discovery Meeting

Academic Panel – Phil Roberts: How to Appropriately Give Feedback

Academic Panel – Dale Coutts: Discussion with Clients

Academic Panel – Phil Roberts: Phrases

Academic Panel – Joe Woodard: How to Build Rapport

Academic Panel – Joe Woodard: Be Genuine and Passionate

Module Overview- Strategic Planning

Academic Panel – Joe Woodard: Strategic Plan Benefit

Well Thought Through Business Plan

Introduction of the Business Plan

Business Planning Process

One Page Strategy

The Analysis – Customer Analysis

The Analysis – Competitor

Customer Needs

Sales Performance

SWOT Analysis

Strategic Direction

People Alignment & Culture

Goals with the Biggest Impact

Accountability is the Key to Success

Practical Tips

Sample Business Plan

Assessment Task

Sample Strategic Plan Client Template

Prepare a Business Plan for a Client

Academic Panel – Joe Woodard: Planning is about Efficiency

Academic Panel – Joe Woodard: You Must Invest in a Plan

Academic Panel – Phil Roberts: Strategic Metrics

Module Overview- Client Review Meetings


Case Study on KPI’s

Lessons from the Case Study

Strategies Linked to KPI’s

Developing a Business Scorecard

Reviewing Strategies and Actions in the Scorecard

Monthly or Quarterly Review Meeting

Entire Lesson Plan

Assessment Quiz

Academic Panel – Phil Roberts: Sport and Delegation Story

Academic Panel – Dale Coutts: What Does Dale Do?

Academic Panel – Phil Roberts: Monthly Review Meeting

Academic Panel – Dale Coutts: Establishing Key Performance Indicators

Academic Panel – Joe Woodard: Why Have Accountability Meetings?

Module Overview- Marketing Your Practice

Developing Marketing Advisory Material

External & Internal Analysis

7 Keys To Winning New Clients


Business Model – The How

Tips For First Starting

Academic Panel -Fred Fardeau-Marketing

Prospect Engagement – Client Discovery

Methodologies & Programs Add Credibility

Networking & Positioning

Pete’s Example – Case Study

Partner with Other Advisors

Spicing up the Marketing

Selling Yourself Tips

High Performance Business Score – Quiz

Web Banners

7 Step – Business Success Program

How Do We Get Leads To Come To You

Position Your Practice

The Marketing System – Build Relationship

Elevator Pitch

How Do People Choose Business Advisors

What Must You Have

What Unsuccessful Advisors Do

What Successful Advisors Do

Performance Expectations

What Will Hold You Back

Academic Panel – Phil Roberts: Building a Business for an Advisor

Academic Panel – Phil Roberts: Transition from First Starting to Now

Academic Panel – Dale Coutts: Referrals

Academic Panel – Dale Coutts: How do you Win New Clients?

Academic Panel – Phil Roberts: Ideal Target

Academic Panel – Dale Coutts: What Works?

Crisis Management Workbook

Business Resilience Overview

External & Internal Analysis

Business Resilience Step 1

Business Resilience Step 2

Business Resilience Step 3

Business Resilience Step 4

Business Resilience Step 5

Business Resilience Step 6

Business Resilience Step 7

Business Resilience Step 8

Business Resilience Step 9

Business Resilience Step 10

Business Resilience Step 11

Business Resilience Step 12

Business Resilience Step 13

Business Resilience Step 14

Business Resilience Step 15

Business Resilience Step 16

Business Resilience Step 17 – Business Resilience

Business & Personal Resilience Overview

Sue Wilde – The Importance of Resilience

Sue Wilde – Leadership and Resilience

Business Owners & Their Employees

7 Step Plan

Step 1 – Coping with Stress

Step 2 – Embracing Change

Step 3 – Taking Charge

Step 4 – Thinking Positive

Step 5 – Creating Balance

Step 6 – Personal Plan

Step 7 – Support

Congrats, Here is What’s Next

More Resources for You

Before You Go…

Business Planning Assignment

Phil Roberts – Why Become a Chapter Leader?

  • Learn from a self-paced online program (approx. 40 hours of content).
  • Practical assessments designed to build your confidence and competence conducting client engagement meetings.
  • Access to our regularly updated Resource Centre to further develop your business consultant training.
Practical Tools & Resources
  • Forms, questionnaires and templates to use in your practice
  • Access to the Institute of Advisors Resource Centre
  • Recommended you use our partners MAUS Client Needs Analysis Software throughout duration of course
  • Recommended you use our partners MAUS MasterPlan Lean Software throughout duration of course
  • Discounts on other partner software for ongoing use
Logo, Certification & Credibility
  • 12 month membership to the Institute of Advisors
  • Use of the CPBA Business Advisor Certified logo whilst membership is active
  • Certificate of completion
  • Listing on Institute Member Directory
  • Access to the local chapter meetings and webinars, option to nominate in chapter leadership roles and explore host certification workshops through a train the trainer program.

Peter Christman
The Christman Group

“Real world, practical insights and techniques, allows consultants to be productive almost immediately. A must for anyone entering the advisory profession or those in it that are not achieving their goals and objectives”

Lori Parkins
Parkins Financial

“What I most liked about the course was that it pointed me in the direction that I really needed to focus on. Immediately after the course I had an opportunity with a client to build a 90 day plan on how to change her approach to marketing for new clients and other customers”

Dario Zanichelli
Chicagoland CPAs

“I highly recommend this course for beginners in consulting for small to medium sized businesses”


Download the training course outline & sample free 21 step consultancy program

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Free Information Kit!

  • Plus Course Curriculum
  • Plus Free Business Owner Workbook
  • Plus Videos on How to Build Your Practice

Your Institute certification journey starts here!

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You will receive:

  • Free brochure that explains the certification course curriculum and information
  • Access to videos of some of the most successful business advisors in the world and their tips on how you can grow your practice
  • Access to a 144-page, 21 step color workbook on Business & Personal resilience

Free Business Owner Workbook – instant access: