Canadian Certification,
Courses & Software
Explore Institute of Advisors membership, certification pathways, specialist courses and Smart Advisor software for Canadian business advisors, consultants, accountants, bookkeepers, coaches and experienced business professionals.
Ask about current Canadian Chapter pricing
Before you enrol, contact the Institute or your local chapter leaders to check the latest Canadian Chapter pricing, brochure information and available member offers.
Special offers may vary by course, membership level or promotion period.Canadian Chapter pathways
Start with membership, build capability through certification, add practical tools with IOA Smart Advisor, or develop a specialist service in exit and succession planning. Current Canadian Chapter offers may be available on selected pathways.
Institute Membership
Join the Institute community and access resources, professional updates, webinars, chapter activities and networking opportunities. A practical first step for professionals exploring advisory.
CPBA Certification Course
Build structured advisory capability using the Certified Professional Business Advisor pathway, client discovery process and practical frameworks for SME growth and improvement.
IOA Smart Advisor Software
Use diagnostics, calculators, reports and practical advisory tools to support client discovery, growth planning, profit improvement and value conversations.
Exit & Succession Course
Add a specialist advisory service to help business owners plan for succession, value improvement, business transition and future exit options.
Receive a free copy of the Consulting Success Playbook
When you order through the Canadian Chapter offer page, you can receive a free copy of How to Build a Successful Business Advisory and Consulting Practice by Peter Hickey — an Amazon bestselling practical guide for professionals who want to position, structure and grow a successful business advisory or consulting practice.
Choose Your Offer to Claim →Not sure which pathway is right for you?
Contact Corey DeJean, Canadian Chapter President, or Robert Katzman, Chair of ATAP, to help you find the right starting point — whether that is membership, certification or a specialist course.
Who attends Canadian Chapter meetings and should consider business advisory certification?
The Institute of Advisors pathway attracts people who want to turn experience, expertise and client relationships into a more structured business advisory or consulting practice.
Ex-Business Owners
Former business owners often have valuable commercial experience and want a structured way to turn that experience into advisory services.
Accountants & Bookkeepers
Many accounting and bookkeeping professionals use the pathway to move beyond compliance and build stronger advisory conversations.
Managers & Executives
Experienced business managers can use the Institute's frameworks to turn practical management knowledge into a professional advisory pathway.
Consultants & Coaches
Existing consultants and coaches often join to access a clearer professional pathway, practical tools and a stronger advisory community.