Learn About the Fundamentals of Succession Planning

Differentiate yourself as an MFA-Succession and Estate Planning Specialist in your community.  The first certificate course in the program, provides students with a solid understanding of the fundamentals of succession planning and how to become a more valuable resource to your clients in assisting them with their business succession planning needs.

The objective of the Fundamentals of Succession Planning course is to enable advisors to understand the key concepts in assisting clients in developing a succession plan for their business.

Key concepts include understanding the importance of succession planning for the business and key positions within the business;  new roles and financial issues, from both the business leader and successor perspective; succession plan implementation; addressing the impact of succession on employees and the business as a whole; and succession of the business to third parties. 

This course is designed in a practical format with case studies and short answer questions as well as access to EverGreen Explanatory Notes that provide technical research.  A recent grad tell why this skill is a valuable resource to clients in the succession planning process: 

“I gained greater understanding of the stages of development of a business and the importance of starting the succession planning process early, particularly as a risk management tool,” said Phyllis B from Ontario.

“I also got a much better understanding of the depth of risk management and the importance of proactively seeking and implementing risk management solutions. I found this course very practical and directly useful for my personal family affairs as well as my professional position as a financial advisor. I believe this is a course that can help provide guidance to anyone who has to deal with their own family or client's business issues. Taking this course provides an understanding of the dynamics involved and arms you with the fundamentals that you need to build on to become an effective advisor within your specialization. Thank you putting this course together. I've been looking for a course like this for a long time, and I'm very excited, inspired and eager to move onto my next course.”

The Fundamentals of Succession Planning course is part of the Succession and Estate Planning Specialist Master Financial Advisor designation. For more information and to enroll in this course, call 1-866-953-4769 or enroll online, anytime.