Innovative Management Software
Become A Certified Business Advisor
Industry-leading training events for Consultants, Advisors & Coaches looking to build a profitable practice and leverage technology
Proudly backed by the Institute of Advisors
Course Outline
The MAUS Certified Business Advisor Course will help you use ‘best practice’ methodology and market-leading technology to build a profitable practice and create recurring revenue. You will be taken through the fundamentals in a mixture of online and face-to-face sessions to help you easily win new clients and avoid the #1 mistake advisors make. You will learn how to sell on value and how to charge, as well as how to develop a referral base and generate recurring revenue. These courses have been based on over 25 years of industry experience and has been developed into a proven step-by -step methodology which anyone can follow!
Who Is This Course For?
- Accountants
- Bookkeepers
- Wealth Planners
- Independent Business Coaches
- Ex-Professionals & Managers
Key Deliverables:
Education
- 6 week online educational course
- One day face to face workshop
- Monthly software training and mentoring
Practical Tools & Resources
- Forms, questionnaires and templates to use in the practice
- Access to the Institute of Advisor Resource Centre
- 12 months subscription MAUS Client Needs Analysis software – RRP $1,548
- 12 months subscription to MasterPlan Lean software – RRP $2,388
- Discounts on other software
Logo, Certification & Credibility
- 12 month member ship to the Institute of Advisors
- Use of the CBA Certified Business Advisor logo whilst membership is active
- Assessmednt and processing fees for certification
- Certificate of completion
- Listing on the Institute website
- Access to the local chapter meetings and webinars
Training and software backed by the Institute of Advisors