Certified Succession Solution Advisor Program

Take a look at the certification curriculum below! You can preview the first module "Succession Planning Essentials" to get a sense for what the certification course is like.

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Certified Succession Solution Advisor Program

Course content

13 sections | 13 lessons

Welcome

1 - SUCCESSION PLANNING ESSENTIALS

2 - EVALUATE THE BUSINESS OWNER’S CURRENT SUCCESSION PLAN

3 - FUNDAMENTAL RESEARCH AND FACTS INVOLVING SUCCESSION PLANNING

4 - COMMON REASONS BUSINESS OWNERS RESIST SUCCESSION PLANNING AND HOW TO OVERCOME THEM

5 - FOUR COMMUNITIES IN A CLOSELY HELD BUSINESS TO CONSIDER IN SUCCESSION PLANNING

6 - USEFUL AND IMPORTANT CONSIDERATIONS IN SUCCESSION PLANNING

7 - THE SUCCESSION SOLUTION PROCESS AND ROADMAP

8 - THE DISCOVERY STAGE AND CHALLENGE STAGE

9 - SETTING LONG TERM OBJECTIVES

10 - SETTING LONG TERM, ANNUAL AND QUARTERLY MILESTONES

Course Completion - Congratulations!

Advisor Certification Assessment

Certified Succession Solution Advisor Program

Welcome1 Lessons

Welcome

1 - SUCCESSION PLANNING ESSENTIALS1 Lessons

1 - SUCCESSION PLANNING ESSENTIALS

2 - EVALUATE THE BUSINESS OWNER’S CURRENT SUCCESSION PLAN1 Lessons

2 - EVALUATE THE BUSINESS OWNER’S CURRENT SUCCESSION PLAN

3 - FUNDAMENTAL RESEARCH AND FACTS INVOLVING SUCCESSION PLANNING1 Lessons

3 - FUNDAMENTAL RESEARCH AND FACTS INVOLVING SUCCESSION PLANNING

4 - COMMON REASONS BUSINESS OWNERS RESIST SUCCESSION PLANNING AND HOW TO OVERCOME THEM1 Lessons

4 - COMMON REASONS BUSINESS OWNERS RESIST SUCCESSION PLANNING AND HOW TO OVERCOME THEM

5 - FOUR COMMUNITIES IN A CLOSELY HELD BUSINESS TO CONSIDER IN SUCCESSION PLANNING1 Lessons

5 - FOUR COMMUNITIES IN A CLOSELY HELD BUSINESS TO CONSIDER IN SUCCESSION PLANNING

6 - USEFUL AND IMPORTANT CONSIDERATIONS IN SUCCESSION PLANNING1 Lessons

6 - USEFUL AND IMPORTANT CONSIDERATIONS IN SUCCESSION PLANNING

7 - THE SUCCESSION SOLUTION PROCESS AND ROADMAP1 Lessons

7 - THE SUCCESSION SOLUTION PROCESS AND ROADMAP

8 - THE DISCOVERY STAGE AND CHALLENGE STAGE1 Lessons

8 - THE DISCOVERY STAGE AND CHALLENGE STAGE

9 - SETTING LONG TERM OBJECTIVES1 Lessons

9 - SETTING LONG TERM OBJECTIVES

10 - SETTING LONG TERM, ANNUAL AND QUARTERLY MILESTONES1 Lessons

10 - SETTING LONG TERM, ANNUAL AND QUARTERLY MILESTONES

Course Completion - Congratulations!1 Lessons

Course Completion - Congratulations!

Advisor Certification Assessment1 Lessons

Advisor Certification Assessment