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CEOA Level 1: Certified Employee Ownership Advisor program (8.0 CPE, 4.0 CFP)


Description
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.
Content
  • CEOA Module 1 - Intro to employee ownership - a deeper dive
  • CEOA Module 2 - Employee Ownership Stock Plans (ESOPs)
  • CEOA Module 3 - Worker cooperatives
  • CEOA Module 4 - Employee Ownership Trusts (EOTs)
  • CEOA Module 5 - Financial analysis and readiness assessment
  • CEOA Module 6 - Financing employee ownership
  • CEOA Module 7 - Legal and regulatory considerations
  • CEOA Module 8 - Implementation and ongoing support
  • CEOA Level 1 - final quiz and presentation files
Completion rules
  • You must complete the units "CEOA Module 1 - Intro to employee ownership - a deeper dive, CEOA Module 2 - Employee Ownership Stock Plans (ESOPs), CEOA Module 3 - Worker cooperatives, CEOA Module 4 - Employee Ownership Trusts (EOTs), CEOA Module 5 - Financial analysis and readiness assessment, CEOA Module 6 - Financing employee ownership, CEOA Module 7 - Legal and regulatory considerations, CEOA Module 8 - Implementation and ongoing support"
  • Leads to a certificate with a duration: 1 year
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