Become A Certified Professional Business Advisor™
The Certification programme is your launch point in the Business Advisor Academy and where you begin your journey. Through this stage of the programme you’ll be coached on all the tools you need to lay the foundations for your advisory practice that will give you freedom.
stage 1
The Certified Professional Business Advisor™ Program
focus
Become a highly respected, highly valued business advisor. Learn the core strategies that you need as a business advisor, uncover your intellectual property and turn that into a world class offering that attracts high-value clients.
eligibility requirements
- Have worked in industry or practice for a minimum of 3 years
- Are growth-focused, open-minded, and ambitious
- Demonstrate creativity and the ability to collaborate
outcomes
- Bigger Future Vision: Expanded vision for personal and business growth.
- Personal Development: Habits and mindsets for increased capacity.
- Work-Life Balance: Achieving more free time and aligning work with your passions and
- UniquEness™ (Experience, Education and Essence).
- Market Clarity: Insight into your unique value and target market.
- World Class Offer: Unparalleled training for creating a world-class advisory offer
- Unwavering Confidence: Every day wake up knowing your value
- Big Impact: You will change your life, change your client’s lives, and positively help the economy.
new to advisory services
Don’t worry if you haven’t delivered business advisory services before.
We provide you with:
- Essential tools and templates for delivering business advisory
- A comprehensive 3-year delivery strategy
- Confidence Coaching to uncover your value and price effectively
- Communication Training so you can deliver impactful advisory even if you have never done so before.
experienced advisors
- Transform your current services from a 3/10 to a 10/10 world-class offering
- Give you the training so you can create your own tools, templates, and strategies
- Have you create an offer that your team can deliver enabling you to scale.
Thinking of offering advisory in your firm and not sure of the first step?
Our certification program is the leading advisory training for finance professionals and will help you create, sell and deliver a profitable advisory offer, even if you never have before.
members benefits
Everything You Get As A Business Advisor Academy Member
Certification & Expertise
- Become a Certified Professional Business Advisor™ (CPBA) upon completion of program requirements.
- Gain the skills to offer high-value Business Advisory services to clients.
- Access to additional trainings and a complete library of tools, templates, and resources.
- Earn 26.15 CPD Points upon completion of the certification
Turn-Key Systems
- Complete system for providing comprehensive Business Advisory services.
- Shift from charging for time to charging for value.
- Proven system for consistently generating leads from businesses needing your expertise.
- Effective strategies for converting leads into high-paying, long-term clients.
Community & Support
- Join an exclusive community and mastermind group of like-minded financial professionals.
- Global network of accountants transitioning to business advisory roles.
- Collaboration opportunities with peers and industry leaders.
Program Structure
- 2x a year in-person group live events tailored specifically for business advisors
- Innovative workshops focused on advisory skills and business growth strategies.
- Dedicated time to work on transforming your firm into a business advisory practice.
- Weekly Strategy Calls to help you create, sell, and deliver high-value advisory services.
Knowledge & Skills Development
- Proven strategies to transition from compliance-focused to advisory-led services.
- Practical tools for business analysis, strategic planning, and performance improvement.
- Shift your mindset from service provider to strategic business partner.
- Exercises to identify unique advisory opportunities within your client base.
- Communication training and other soft skill development.
- Confidence training to 10x your value.
Exclusive Access
- Priority access to the latest business advisory methodologies and industry trends.
- Peer coaching from successful accountants-turned-business advisors.
- Mentoring by experienced business advisors and entrepreneurs.
- 24/7 online access to training, resources and tools.
By joining the Business Advisor Academy, you’ll gain everything you need to successfully start or enhance your Business Advisory service, positioning yourself as a Certified Professional Business Advisor – a high-value strategic partner to your clients.
testimonials
Here’s What Some Of Our Clients Had To Say…
