Become A Certified Business Advisor

Industry-leading training events for Consultants, Advisors & Coaches looking to build a profitable practice and leverage technology

The next course in the USA will be run through the Woodard Institute.

12 weekly live webinars, plus the online course material and the software mentoring. Joint accreditation with MAUS  – NEXT START DATE JULY

Proudly endorsed 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 or 12 week live webinar depending on the region you sign up.
    • 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 
    • 12 months subscription to MasterPlan Lean software 
    • Discounts on other software

Logo, Certification & Credibility

    • 12 month membership to the Institute of Advisors
    • Use of the CBA Certified Business Advisor logo whilst membership is active
    • Assessment and processing fees for certification
    • Certificate of completion
    • Listing on the Institute website
    • Access to the local chapter meetings and webinar

Training and software backed by the Institute of Advisors

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"I would highly recommend this course to all advisors, accountants, bookkeepers and consultants. I was blown away with the power and practical nature of the course. Probably the most effective and enjoyable course I have ever done. The credibility networking & MAUS tools has helped me to move my practice forward
Phil Roberts
Certified Business Advisor