| Course | |||||
|---|---|---|---|---|---|
 | $500.00 CEOA Level 1: Certified Employee Ownership Advisor program (8.0 CPE, 8.0 CFP)Certified Employee Ownership Advisor (CEOA Certificate, Level 1). Includes 8 modules, 40 practice questions, 1 certificate test. Up to 8.0 NASBA CPE and 4.0 CFP Board continuing education credits available. | ||||
 | $59.00 CPAs, CFPs, CEPAs This introductory course will introduce exit planners and advisors to the many advantages of being informed and ready to recommend employee ownership exit options for their small business owner clients when appropriate. | ||||
 | $69.00 CPAs, CFPs, CEPAs This module will enable participants to differentiate between different forms of broad-based employee ownership and understand the role of the Certified Employee Ownership Advisor. | ||||
 | $69.00 CPAs, CFPs, CEPAs This module will enable participants to comprehend the structure, purpose, and key features of ESOPs, evaluate the tax advantages and legal considerations associated with them, and analyze the governance and other important details of ESOPs. | ||||
 | $69.00 CPAs, CFPs, CEPAs This module will enable participants will be able to understand the structure, purpose, and key features of worker cooperatives, evaluate the tax advantages and legal considerations specific to them, and analyze the governance and other important... | ||||
 | $69.00 CPAs, CFPs, CEPAs This module will enable participants will be able to comprehend the structure, purpose, and key features of EOTs, evaluate the tax advantages and legal considerations associated with them, and analyze the governance and other important details of... | ||||
 | $69.00 CPAs, CFPs, CEPAs This module will enable participants to assess the potential benefits of employee ownership for their business clients, apply criteria to recommend the most suitable employee ownership form considering costs, timelines, and resources, utilize... | ||||
 | $69.00 CPAs, CFPs, CEPAs This module will enable participants to comprehend the lending prerequisites, evaluate the significance of personal guarantees, navigate the submission process, explore various funding sources, and identify the types of financing required for... | ||||
 | $69.00 CPAs, CFPs, CEPAs This module will enable participants to ensure adherence to compliance and legal obligations concerning employee ownership, navigate the documentation and regulatory filings specific to different employee ownership forms, and establish mechanisms... | ||||
 | $69.00 CPAs, CFPs, CEPAs This module will enable participants to create a comprehensive implementation plan for employee ownership, incorporating strategies for investing in education and fostering a supportive organizational culture, effectively communicating the... |
