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 | $339.00 CEOA Level 1: Certified Employee Ownership Advisor program (8.0 CPE, 8.0 CFP)With employee ownership on the rise, business owners need experts to advise them throughout the transition and beyond. By becoming a Certified Employee Ownership Advisor, practitioners can enhance their expertise, expand their client base and... | ||||
 | $59.00 EO ExitPro 101: Employee ownership for small business advisors (2.0 CPE, 2.0 CFP, 1.5 CEPA/CExP)EO ExitPro 101 is an introductory course for exit planners and other business advisors. At the end of this module, participants will have the knowledge and frameworks for increasing practice revenue and client retention.
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 | EOX For certified EOX / Project Equity trainers only. Please bookmark this link for easy access to the TTT learning resource center. | ||||
 | $59.00 ExitPro 101Prudential | ||||
 | $59.00 CPAs, CFPs, CEPAs This is the first module of the Certified Employee Ownership Advisor certificate program. At the end of this module, participants will be able to differentiate between different forms of broad-based employee ownership and understand the role of... | ||||
 | $59.00 CPAs, CFPs, CEPAs This is the second module of the Certified Employee Ownership Advisor certificate program. At the end of this module, participants will be able to comprehend the structure, purpose, and key features of ESOPs, evaluate the tax advantages and legal... | ||||
 | $59.00 CPAs, CFPs, CEPAs This is the third module of the Certified Employee Ownership Advisor certificate program. At the end of this module, participants will be able to understand the structure, purpose, and key features of worker cooperatives, evaluate the tax... | ||||
 | $59.00 CPAs, CFPs, CEPAs This is the fourth module of the Certified Employee Ownership Advisor certificate program. At the end of this module, participants will be able to comprehend the structure, purpose, and key features of EOTs, evaluate the tax advantages and legal... | ||||
 | $59.00 CPAs, CFPs, CEPAs This is the fifth module of the Certified Employee Ownership Advisor certificate program. At the end of this module, participants will be able to assess and communicate the potential benefits of EO for their business clients.
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 | $59.00 CPAs, CFPs, CEPAs This is the sixth module of the Certified Employee Ownership Advisor certificate program. At the end of this module, participants will be able to comprehend the lending prerequisites, evaluate the significance of personal guarantees, navigate the... |
