Certificate Course: Succession Planning for Owner-Managers

​What you will learn

You’ll develop an understanding of the importance of the planning process, and how routine planning in the business is an important precursor for succession planning. You’ll learn to differentiate and understand the relationship between succession planning for key positions in the business and for the business as a whole.

The MFA was able to deliver…Increasing my confidence when consulting with advisors on how to help their clients meet their financial goals.

- Tony Bosch, BC

​Scope of the course

• Introduction to Succession Planning
• Essentials of Planning and the Planning Process
• Key Positions that Require Succession Planning
• Role and Responsibility Issues for Business Leaders
• Financial Issues for Business Leaders
• Role and Responsibility Issues for Successors
• Financial Issues for Successors
• Succession Plan Implementation
• Succession of the Business to Another Organization
• Succession Planning: Specialized Situations
  

​What is included

• Tax deductible tuition fees
  
• Potential for Canada Training Grant or other Government programs
• Personal consultation and virtual campus orientation
• Practical case studies using well-known professional software
• Lesson plans and study plans
• Calculators and tools you can use immediately
• Personal instructor support by email
• Testing and certification
• Comprehensive Knowledge Journal
• CE/CPD accreditation by various professional bodies
• EverGreen Explanatory Notes - Online Research Library

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