DMA Small Business Services Specialist

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EXECUTIVE EDUCATION FOR LEADERS AND OWNER-MANAGERS

Business owners need to work on their businesses instead of just in them. Help develop business and succession plans as well as foundational policies and procedures to position the firm to scale. Learn more about business contract law, privacy and security matters critical to business success.

Courses:

Leading Teams
Building Business Plans
Scaling Business Operations
Understanding Contracts
Privacy Principles
Succession Planning

ENROL IN DESIGNATION PROGRAM

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Leading Teams

This course will help you understand what is required to build your skills and to be prepared for continuous change as your business evolves towards expansion and maturity.

Building Business Plans

Learn more about how to structure and plan for the financial results you need to grow a market-driven business someone will eventually buy.

Scaling Business Operations

The focus of this course is on establishing and enhancing a company’s operational framework around which client relationships can be built and retained.

Understanding Contracts

The course provides the background information business owners need to understand basic contractual agreements and templates for engagements with customers, sub-contractors and employees.

Privacy Principles

This course will introduce you to your obligations towards management of personal information in your possession. This includes identifying what is personal information and sensitive personal information, best practices in relation management of collection, use, storage, retention, and destruction of personal information so as to build credibility and reputation in your business.

Succession Planning

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.

“I vow to continually get better. This topic is near and dear to me. If I know ... I can share.”

Paul J. Vaneyk, ON

Your Tuition Includes
These All-Inclusive Resources

• Personal course selection consultation
• Virtual campus orientation
• Lesson and study plans
• Personal instructor email support
• Comprehensive Knowledge Journal
• EverGreen Online Research Library
• Knowledge Bureau calculators
• Testing and certification
• CE/CPD accreditation
• Examination, certification and designation

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DMA Small Business Services Specialist