Certificate Course

Building Business Plans


DMA™ - Small Business Management Specialist


Business leaders tend to become so immersed in working within their companies that they do not take the time to plan effectively. This situation can be problematic for many reasons, including a lack of organization, focus, and financial success. Since external parties, such as financial partners and investors, have specific expectations concerning business planning, it can often be challenging to support growth plans and transactions without the right preparation in place.


Course Content

Chapter 1 | Introduction: The Business Planning Landscape
Chapter 2 | Business Modelling: How it Fits with Business Planning
Chapter 3 | Strategy: What is Your Market Opportunity?
Chapter 4 | Targets: Who is Your Customer?
Chapter 5 | Products and Services: Focus and Differentiation
Chapter 6 | Marketing Strategy: How to Get and Keep Customers
Chapter 7 | Management and the Company
Chapter 8 | Operations: Product/Service Production and support
Chapter 9 | Financial Forecasting and Assumptions
Chapter 10 | Approaching Financial Partners


It might be news to a lot of business leaders that most business plans are lacking in a lot of areas. Although the strategies found in the plan may be of specific use to a company’s management, it tends to fall short of what external parties, such as potential financial partners, require to make a financing or investment decision. This course will provide sound internal and external business planning guidelines, resulting in an opportunity to differentiate and distance from others in the marketplace and to support new growth.

What You'll Learn

The purpose of this course is to understand how to develop a business plan that can be utilized both internally and externally to help a company move forward. Doing it right involves developing a thorough and complete business model, strategy, and plan (including a financial forecast), as well as preparing to approach potential financial partners. This course also includes a practical component, allowing participants to develop their own business plans. Content will be useful to advisors and their clients, as well as for ongoing management and transactions purposes.

What’s Included

• 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

Marking Guide

Case Studies
Final Exam
Passing Grade
Honours Achievement

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.

CE | CPD Credits

Knowledge Bureau | 30 CPE credits

Most regulators and associations accept Knowledge Bureau certificate courses for continuing education credits.


Learn Your Way

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Every course you take with Knowledge Bureau counts on your academic pathway. Qualify for tuition rebates by taking a certificate course, diploma program or designation program.


Complement your online education with CE Summits. Held in November, January and May, these one-day, instructor-led workshops offer peer-to-peer learning experiences to students who prefer studying in groups.


Annual three-day Distinguished Advisor Conferences focus on finding solutions for the challenges faced by businesses in a global marketplace.

Knowledge Base

Tap into a comprehensive, centralized clearinghouse of trusted information, including great books, Knowledge Bureau Report, online calculators and research libraries.