Certificate Course

Business Valuation for Advisors

Program

DFA-Bookkeeping Services Specialist™

Overview

The objective of this course is to provide an overview of the fundamentals of business valuation, enabling advisors to understand the key concepts in this important area and assist clients in facing various types of business transactions, including mergers, transfer of an ownership position, sale of a business, or raising capital.

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Opportunity

Designed in a practical format, this course will help you become a valuable resource to your clients when considering business valuation issues. Key concepts that you'll be able to call on in your business endeavours include understanding the notion of value, company-specific and market-based approaches for estimating value, the key stages of the business transaction process, value and investment transactions, and the implications of financial performance on value.

What You'll Learn

The course will enable you to understand the notion of value and the relationship between business transactions and value. You'll be able to identify some situations that could impact value, including qualitative factors and market/industry developments.

You'll assist clients with the preparation stage of undertaking a business transaction, including corporate improvements to enhance value and “right time to sell” considerations. You'll be able to identify the key aspects of the negotiation and due diligence processes, as well as the relationship to value.

As well, you'll come to understand the key aspects of the closing and transition stage and the related client implications and comprehend the nature of value and investment transactions, including the perspective of early-stage investors. You'll also be able to gauge the valuation implications of ongoing financial performance and how advisors could assist clients during periods of diminished financial performance.

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

Student Experience

I think all of the major areas of the subject were well covered. I could not think of any other questions I might have concerning the valuation process. This is an extremely worthwhile course for anyone in business. The value of knowing what the process is and how important the factors involved are would help any business leader to recognize the need for sound financial succession planning. I really appreciated the rapid response rate for Student Support—someone there is really on their toes! I am enrolled in the Master Financial Advisor program and look forward to the remaining courses.

—Frank B., BC

Course Content

Chapter 1 | Introduction to the Notion of Value
Chapter 2 | Valuation Approaches: Company Specific
Chapter 3 | Valuation Approaches: Market-Based
Chapter 4 | Valuation Considerations: Issues that Could Impact Value
Chapter 5 | Business Transactions: Preparation Stage
Chapter 6 | Business Transactions: Negotiation and Due Diligence Stage
Chapter 7 | Business Transactions: Closing and Transition Stage
Chapter 8 | Value and Investment Transactions
Chapter 9 | Financial Performance and Valuation Implications
Chapter 10 | Selected Topics in Valuation

Marking Guide

Quizzes
40%
Case Studies
30%
Final Exam
30%
Passing Grade
60%
Honours Achievement
90%


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.

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