MFA-Executive Business Growth Specialist Program
Who Should Take This Program?
People who want to tap into the multiplicity of financial news that new business owners require, especially those who have recently acquired a business from a retiring owner. Truly valuable advice for these clients takes more time, is broader and deeper. To do it well requires the skills and talents of a specialist trained in business development. Any advisor who wants to build their own business with scalability, and help other business owners do the same should take this program.
Competencies and Proficiency:
This MFA™ (Master Financial Advisor) possesses the skills to assist the small business owner to scale the enterprise from a one-to-four person, owner-managed business to a market-driven organization. The Business Growth Specialist assist with strategic business development and planning; the building and documentation sound business processes; policies and procedures; the implementation of business building contracts for employees, subcontractors, leases, suppliers and others; and finds marketing, personal leadership and networking opportunities.
Business Builder Retreat:
An important option is attendance at the Business Builder Retreat, a business leader retreat held in June 19-20, 2019 in Winnipeg and Nov 9-10, 2019 in Puerto Vallarta. It is of particular benefit to students who seek in-person, peer-to-peer learning. If you are unable to attend the retreat, you may substitute with the Business Valuation for Advisors certificate course or the Fundamentals of Succession Planning certificate course.
Click on each course title to see the detailed content description, key concepts and learning outcomes for the course.