The Certified Professional Business Advisor (CPBA) Course
The leading certification for Accountants, Bookkeepers, Brokers, Financial Planners and Business Consultants looking to scale and grow their advisory services
Globally recognised, online Advisory Certification and Training
The Certified Professional Business Advisor (CPBA) course is an online, self-paced course, designed for anyone offering advice to small to medium sized businesses. We believe all professional advisors offering advice should be certified.
The role of an advisor
- What skills an advisor needs
- How to be a successful advisor
- Strategic, execution and accountability
- Practical tool – Business Iceberg Modelling
Developing your business model
- Advisory practice business model basics
- Sample charge rates
- Face to face or online advisory
- Business model evolution
- Improving practice profitability
- Leveraging technology and what will hold you back
Conducting client discovery meetings
- Building trust
- Confidence building and experience
- Looking for client hot buttons
- Mapping the client discovery process
- Practical tool – Sample Client Discovery Template
Strategic Direction and Business Planning
- Introduction to strategic thinking and business planning
- The business planning process
- Developing a one page strategy
- Conducting customer, competitor, swot analysis
- People, alignment and culture
- Goal setting and project managing accountability
- Practical tool – Sample Business Plan Template
Monthly client review meetings and scorecards
- Conducting client review meetings
- Developing KPI’s a case study and lessons to learn
- Building strategies aligned with KPI’s
- Developing a business scorecard
- Review strategies and actions, client accountability meetings
Marketing Your Practice
- Developing advisory marketing material
- 7 keys to winning new clients
- Leveraging methodologies and programs
- Spicing up your marketing
- Networking and positioning your practice
- Collaborating with other advisors
- How do clients choose advisors
- What successful advisors do
- What unsuccessful advisors do
- What will hold you back
Free resources to use with your clients straight away
Free Business Survival Guide
With the current COVID-19 pandemic, consultants and advisors have a responsibility to help their clients, not only from a business perspective, but also at a personal level. This 144 page colour workbook goes through a 24 step program for you to work through with your clients to build personal and business resilience.
Free Cash Burn Calculator
It’s important for consultants and advisors to help strategise new sources of revenue and to do ‘what if’ analysis when potentially cutting costs. This cash burn calculator will help you easily calculate and forecast how much cash your clients will need to survive the crisis.
Hear from our latest Graduates
“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.”
Peter Christman – The Christman Group
“What I most liked about the course was pointing me in the direction I really want 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.”
Lori Perkins – Parkins Financial
“I highly recommend this course for beginners in consulting for small to mid size businesses.”
Dario Zanichelli – Chicagoland CPAs
FREE INFORMATION PACK – Plus how to start a consultancy and advisory business resources
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- Receive free information kit on the Certified Professional Business Advisor course
- Access to any special offers and the next course details
- Plus a sample of 10 videos on successful consultant & advisors giving tips
- Plus a free sample 144 page workbook on Business & Personal resilience that is included as a module in the course
PRIVACY: Your details will never be sold, rented or otherwise released to a third party apart from the Institute of Advisors. You can unsubscribe at any time.