Download Your Advisory Templates
Woodard - Scaling New Heights Download Forms
Peter Hickey seminars
- Client Discovery Template
- Monthly Review Meeting Agenda
- Iceberg Strategy Map
Learn the secrets of how advisors around the
world are generating 6 figure advisory practices
- What makes a good advisor
- How much to charge a client and
what packages to offer - How to structure a monthly client
review meeting
- What to say in the first meeting to
make sure you walk away with a client. - How to generate leads and
win clients - How to focus on the big picture strategic
framework and what forms to use
The certification course
is run in over 10 countries
around the world
The Institute of Advisors is a body representing professional Business Advisors around the world, founded in 2009 with the aim of raising the standards in Business Advisory services.
The Institute of Advisors runs certification courses in 10 countries around the world and is the leading global educational body with headquarters based in Australia.
The goal of the Institute
of Advisors is to
Is to lift the quality of advice and give advisors a practical framework to help build a more successful practice and have better, more positive outcomes for
business owners.
- The Institute of Advisors is a body representing professional Business Advisors around the world, founded in 2009 with the aim of raising the standards in Business Advisory services.
- The Institute of Advisors runs certification courses in 10 countries around the world and is the leading global educational body with headquarters based in Australia.
- The Institute acts as a body to lobby government as well as educating professional associations on a higher level of professional standards across the business advisory industry.
The goal of the Institute is to have as many advisors and accountancy firms certified as business advisors by the end of 2021.
The CPBA is a completely self-paced online program, allowing you to fit it in with your lifestyle. But the course is complemented with live webinars, where we bring advisors together from all around the world. Our platform and events ensure you are successfully implementing and applying the principles, methodologies and the technology provided.
There is over 40 hours of online material & exercises + live, optional webinars.
The certification must be completed within a 12 month period but as it is self-guided you can complete it as quickly as you like.
Anyone wishing to build a consultancy or advisory practice targeting small to Medium sized business.
• Accountants / bookkeepers,
• Business advisors,
• Ex business managers,
• Consultants and business coaches,
• Ex business owners,
• Financial & wealth planners,
• Professional advisors such as M&a, business brokers & lawyers