Home / Course catalog
Course
CEOA Level 1: Certified Employee Ownership Advisor program (8.0 CPE, 8.0 CFP, 8.0 CEPA)
$339.00
CEOA
CEOA Level 1: Certified Employee Ownership Advisor program (8.0 CPE, 8.0 CFP, 8.0 CEPA)

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...

CEOA Recertification + Employee Ownership for Fractional CFOs (2.0 CPE, CFP, CEPA)
$99.00
Recertification Modules
CEOA Recertification + Employee Ownership for Fractional CFOs (2.0 CPE, CFP, CEPA)
Included in this bundle - (1) recertification elective course + (1) free Project Equity - client consultation sign up link. The module "Employee Ownership for Fractional CFOs" equips fractional CFOs with the essential knowledge and tools to...
CEOA Recertification + EO for Attorneys (1.5 MCLE California, CPE, CFP, CEPA)
$99.00
Recertification Modules
CEOA Recertification + EO for Attorneys (1.5 MCLE California, CPE, CFP, CEPA)
Included in this bundle - (1) recertification elective course + (1) free Project Equity - client consultation sign up link.

This is an elective recertification course for the Certified Employee Ownership Advisor certificate program, providing...

CEOA Recertification - EO for Worker Coop CPAs & Tax Advisors (2.5 CPE, CFP, CEPA)
$99.00
Recertification Modules
CEOA Recertification - EO for Worker Coop CPAs & Tax Advisors (2.5 CPE, CFP, CEPA)
Included in this bundle - (1) recertification elective course + (1) free Project Equity - client consultation sign up link. Employee ownership can be a powerful strategy for business succession, employee engagement, and long-term financial...
CEOA Recertification - ROI & Case Studies (2.0 CPE, CFP, CEPA)
$99.00
Recertification Modules
CEOA Recertification - ROI & Case Studies (2.0 CPE, CFP, CEPA)
Included in this bundle - (1) recertification elective course + (1) free Project Equity - client consultation sign up link. In this module, small business advisors will gain the necessary expertise to effectively support client employee...
EO Advantage - Employee Ownership for Attorneys (1.5 MCLE California, 1.5 CPE, CFP, CEPA)
$59.00
EO Advantage Modules
EO Advantage - Employee Ownership for Attorneys (1.5 MCLE California, 1.5 CPE, CFP, CEPA)

This is an elective course for the Certified Employee Ownership Advisor certificate program, providing attorneys with the critical knowledge and skills needed to navigate the complexities of employee ownership transitions. By understanding the...

EO Advantage - Employee Ownership for Business Brokers- (1.25 CPE)
$59.00
EO Advantage Modules
EO Advantage - Employee Ownership for Business Brokers- (1.25 CPE)
The module "Employee Ownership for Business Brokers" equips business brokers with the knowledge and skills needed to facilitate employee ownership transitions, such as Employee Stock Ownership Plans (ESOPs) and Employee Ownership Trusts (EOTs)....
EO Advantage - Employee Ownership for Fractional CFOs (2.0 CPE, CFP, CEPA)
$59.00
EO Advantage Modules
EO Advantage - Employee Ownership for Fractional CFOs (2.0 CPE, CFP, CEPA)
The module "Employee Ownership for Fractional CFOs" equips fractional CFOs with the essential knowledge and tools to effectively manage employee ownership transitions. By understanding the financial, legal, and strategic aspects of these...
EO Advantage - EO for Worker Coop CPAs & Tax Advisors (2.5 CPE, CFP, CEPA)
$59.00
EO Advantage Modules
EO Advantage - EO for Worker Coop CPAs & Tax Advisors (2.5 CPE, CFP, CEPA)
Employee ownership can be a powerful strategy for business succession, employee engagement, and long-term financial sustainability. This module equips CPAs and Tax Advisors with the knowledge and tools to guide companies through a worker...
EO Advantage - ROI & Case Studies (2.0 CPE, CFP, CEPA)
$59.00
EO Advantage Modules
EO Advantage - ROI & Case Studies (2.0 CPE, CFP, CEPA)
In this module, small business advisors will gain the necessary expertise to effectively support client employee ownership implementation. Participants will explore key topics such as the fundamental principles of employee ownership, strategies...

Oh, no. Nothing was found.

Use a different term and try again.