Canadian Chapter Special Offers
Training, certification, tools and resources for Canadian business advisors, consultants, accountants, bookkeepers, coaches and experienced business professionals.
Access selected Institute of Advisors programs through Canadian Chapter offer links. These pathways are designed for professionals who want to build a more structured, credible and practical business advisory or consulting practice.
Worldwide advisory standards
Connect with the Canadian Chapter
The Institute of Advisors is a worldwide certifying body for business advisors. We have graduates in more than 10 countries and provide certification courses, advisory standards, practical tools and community get-togethers for advisors in different countries.
If you would like to attend the next networking event or speak with one of our Canadian Chapter Leaders, enter your details and we will help connect you with the right person.
Ask about chapter meetings, certification pathways and current Canadian offers.
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.
Choose your Canadian Chapter offer
Start with membership, build capability with certification, add tools with IOA Smart Advisor, or develop a specialist service in exit and succession planning.
Start Here
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.
POPULAR
Certification Pathway
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.
Advisor Tools
IOA Smart Advisor Software
Use diagnostics, calculators, reports and practical advisory tools to support client discovery, growth planning, profit improvement and value conversations.
Specialist Course
Exit & Succession Course
Add a specialist advisory service to help business owners plan for succession, value improvement, business transition and future exit options.
Order and 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.
This Amazon bestselling book is a practical consulting success playbook for professionals who want to position, structure and grow a successful business advisory or consulting practice.
Ask about current Canadian coupon offers
Before you enrol, check whether a current Canadian Chapter coupon offer is available. Contact your local Canadian Chapter Leader or contact the Institute of Advisors directly for the latest special offers. Coupon availability may change from time to time and is confirmed at checkout or by the Institute.