Succession Planning for Owner-Managers

Overview

This course will help advisors become valuable resources to their clients in the succession planning process. Key concepts include understanding the importance of succession planning for the business and key positions within the business. It focuses on roles and financial issues, from both the perspectives of a business leader and successor. It also addresses the impact of succession on employees and the business as a whole, and succession of the business to third parties.

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Student Experience

I gained a 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. 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 for 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.

—Phyllis B., ON

Marking Guide

All students who pass the course will receive a certificate. Students who receive a mark of 90% or better will receive a gold honours bar on their certificates.