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In the meantime feel free to check out some CBA course previews

Academic Panel – Fred Fardeau

Institute of Advisors Academic Panel Member Fred Fardeau highlights the importance of Value Based Pricing

Course Overview – Peter Hickey

The Institute of Advisors’ President Peter Hickey outlines the Business Advisor Certification (BAC) program’s curriculum, whilst also hearing from Academic Panel members and successful advisors.

Academic Panel – Phil Roberts

The Institute of Advisors’ Academic Panel member Dale Coutts highlights what the role of an advisor should be.

About The Institute

Who We Are

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.

Our Vision

The Institute aims 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 Advisor should follow.

Our Purpose

The Institutes helps accountants, bookkeepers, wealth planners, consultants and other professionals integrate Business Advisory Services into their practice. The Institute delivers standards, processes and will recommend practical tools designed to advance the Business Advisory profession.

Institute events and local chapters bring together business brokers, accountants, bookkeepers, lawyers, financial planners, HR professionals and coaches into one organisation with the goal of educating and improving the knowledge, skills and professionalism of the advisory function as well as collaborating in groups to promote their local firms.

Our Goal

Through continual improvement our goal is to collaborate with the best thought leaders in the space to create:

  1. A set of worldwide benchmarked standards that can be incorporated into any advisory practice.
  2. To recognise the excellent work in the setting of standards and accreditation by other respected bodies and to provide access to the accreditation process.
  3. To create a free membership library that fosters the growth and development of material and resources in this area.
  4. To offer a mentoring program to help professional advisors to add “Advisory” services
  5. To assess and recommend products that meet the quality guidelines of the Institute’s board of governors.

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