California Chapter -
The California Chapter
The California Chapter of the Institute of Advisors is committed to helping accountants, bookkeepers, wealth planners, consultants and other professionals integrate Business Advisory Services into their practice.
We at the California Chapter aim to empower professional Business Advisors around the world through certification and professional benchmarks & standards. The Institute, in conjunction with industry leading partners and other association bodies around the world, have developed a set of methodologies and processes that every Business Owners should follow
The California Chapter supports the Institute's goal of collaborating with the passionate thought leaders in the space to create:
- A set of worldwide benchmarked standards that can be incorporated into any advisory practice.
- To recognise the excellent work in the setting of standards and accreditation by other respected bodies and to provide access to the accreditation process
- To create a free membership library that fosters the growth and development of material and resources in this area
- To offer a mentoring program to help professional advisors to add “Advisory” services
- To Assess and recommend products that meet the quality guidelines of the Institute’s board of governors
Meet Your Local Chapter Leaders
Upcoming Online Events
Upcoming Local Events
Join The California Local
We believe in the power of community, collaboration, and continuous learning. Our local chapter meetings and online events connect advisors from all backgrounds to network, share insights, and grow together.
🌍 Join our next Chapter Meeting
Connect with advisors from around the world! Start in a group discussion, then break into smaller groups by local chapter regions or through targeted networking - building valuable professional relationships. Click the next event on the left to join an upcoming networking session - then become a paid member for exclusive benefits.
🤝 Invite Other Advisors to Join You!
Encourage fellow advisors to join your chapter meeting to connect and network with them.
Access the list of current members here!
View Member Directory
✅ Join Now
**Join now by clicking on the next upcoming event on the left-hand side.** Start your journey with us and become part of a growing community of forward-thinking advisors.
Institute events and local chapters bring together business brokers, accountants, bookkeepers, lawyers, financial planners, HR professionals, and coaches into one organization with the goal of educating, networking, and collaborating to elevate the advisory profession.
