THE SIMPLEST & EASIEST WAY TO OFFER
BUSINESS ADVISORY SERVICES
“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…
Certification
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
Introduction
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
Roadmaps
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?
Education
- 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”
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Free Information Kit!
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