Short Courses

Advisor Connect – Receive a certificate in consulting fundamentals

As part of Advisor connect you’ll run through our Consultancy Fundamentals Certificate course. This course is ideal for anyone that wants to start or grow a consultancy business. The course focuses on the fundamentals from building a profitable business model to winning new clients.

Each candidate will walk away with a complete step by step client workbook.

“A consultancy business is a low investment, lifestyle business. It provides the consultant with the satisfaction of being able to give back to small to medium sized business the wealth of experience that has been developed over many years. It also can be very lucrative.” says Peter Hickey, CEO & founder of MAUS Business Systems.

For more information on our certificate in consulting fundamentals Click here.

Become an Exit Strategist – Certificate in Exit Planning

The Certificate in Exit Planning is a One Day Program that has been developed by nationally recognized experts who serve as faculty members for the Exit Planning Institute’s Certified Exit Planning Advisor (CEPA) Program. The one day program was designed to take professional advisors, as well as sales and marketing professionals and colleagues of existing CEPAs, through a one day course that gave an overview of the overall Value Acceleration Methodology and provides some insight into the CEPA Program itself.

The program takes the attendee through six modules which concentrate on the core elements of the Value Acceleration Methodology and the organizing principle of the methodology called Master Planning.

Master Planning has three critical components referred to as the “three legs of the stool”

  • Maximising Business Value
  • Personal Financial Planning
  • Life After Business Planning

Participants will also learn to describe deliverables at each of the three major gates of the methodology and understand how the exit planner and the “triggering event” creates action and generates business opportunity and deal flow for other professional advisors while significantly improving value and probability of a successful transaction.

To find out more about the Certificate in Exit Planning and next course dates Click Here.

Get more information!