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Transition Your Practice

Whether you're just getting your practice off the ground or starting to think about when you're going to retire, it's never too early to start thinking about the next steps for your practice. Our modules help you plan and prosper in the future, including building succession plans for your practice.


Introduction to Succession Planning2 CE

Independent financial advisors have a unique perspective on helping clients prepare for their financial future. Every day, they provide clients with strategic counsel on issues as diverse as estate planning, tax minimization and life transitions. However, too few realize the importance of doing precisely the same thing for their own practice.

Introduction to Business Succession Planning provides an overview of succession planning models for financial advisor practices and discusses all aspects of creating a successful transition.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price

  • Examine the critical factors to developing a complete business transition plan
  • Determine an appropriate method for appraising the value of a business

Format: Online learning & quiz

Pre-requisites: None

CE Credits: 2 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material None

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)

  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • ReadSpeaker text-to-speech

  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.

Members: Free

Non-members: $45.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process