Certified Profesional Business Advisor (CPBA)

Introduction

The Institute of Advisors - Certified Professional Business Advisor (CPBA) Program, is an intense, comprehensive course designed for your advisory practice, where you will get strategic direction, critical insights, and the structure needed to grow your business. This program is not only suitable to grow your advisory practice, but also for those who would like to be the next certified business advisor

Build a consultancy or advisory practice targetting small to medium-sized businesses (SMEs) with the World's Leading Business Advisory Credential- Institute of Advisor's Certified Professional Business Advisor (CPBA) program.

Institute of Advisors –Global Business

Advisory Credential and Training Course

Perfect for consultants, accountants & new startup advisors

Remote self-paced practical training – full-time or part-time

Industry focused curriculum

Business Advisor Industry Certification

Professional membership & exclusive community benefits

Remote Access – available anywhere

Certifications running in 10 countries around the world.Includes sample

Consulting templates and 3 months access to consulting software.

Outcome

You will learn how to engage clients, how to price your services and charge on value. You will be provided with sample marketing resources, brochures and consulting software so you can walk away from the course with a ready to go plan.
This course has been based on over 25 years of industry experience and includes a proven step-by-step methodology which anyone can follow!

Key Certification Outcomes:
Education Learn from a self-paced online program (approx. 40 hours of content).
Practical assessments designed to build your confidence and competence conducting client engagement meetings.
Participate in a one day live workshop to review the key takeaways from the course. (currently facilitated as live online workshops).

Practical Tools & Resources:
Forms, questionnaires and templates to use in your practice.
Access to the Institute of Advisors Resource Centre
Recommended you use our partners MAUS Client Needs Analysis Software throughout duration of course.
Recommended you use our partners MAUS MasterPlan Lean Software throughout duration of course Discounts on other partner software for ongoing use.

Logo, Certification & Credibility
12 month membership to the Institute of Advisors
Use of the BAC Business Advisor Certified logo whilst membership is active

Certificate of completion:
Listing on Institute Member Directory.
Access to the local chapter meetings and webinars, option to nominate in chapter leadership roles and explore host certification workshops through a train the trainer program.

Select to design your own content and request for a customized quotation

No	Topic	Topic Description
1	The Role of an Advisor	In this module, we take a step back and view what it means to be a good advisor. We outline what it means to provide a good outcome for clients and what expectations a client has. We discuss the similarities to a sports coach, and the importance of ‘Strategy, Execution and Accountability. We also elaborate on some of the most important traits of an advisor, such as passion, credibility, empathy and trust.
2	Practice Business Models	In this module we guide you through the process of developing a business model from start to finish. Besides covering the modelling basics, we focus your attention towards selecting the right charge rate and identifying common barriers to entry.
3	Client Discovery	Following the completion of this module, you will have a clear understanding of how to build rapport, map out the client discovery process, and have the confidence to step into that first meeting with the necessary knowledge.
4	Strategic Planning	This module outlines the business planning process and the fundamental components to building a purposeful one. Not only do you identify the main driving forces behind strategic direction, but we also give you ready-made templates to implement in your next meeting.
5	Client Review Meetings	This module connects the dots between the business plan and the measurable objectives that form the key focus of your monthly accountable meetings. The importance of KPI’s and business scorecards are highlighted by hearing from our Academic Panel members.
6	Marketing Your Practice	This module reviews how to successfully market your practice. We navigate you through the proven methodologies and processes that are considered staples to stand out from the crowd. We discuss business networking, advertising tips and personal selling examples.
7	Crisis Management - Business Resilience	This module looks at some immediate actions a business owner can take during a crisis. It reviews the current cash of the operation and cash burn rate and then looks at strategies to build cash. The module looks at some high priority strategic tools that a business owner can use to pivot and grow during a crisis.
8	Crisis Management - Personal Resilience	In this module we discuss personal resilience in times of a crisis for both the business owner and the employees. How to take charge and think positively. Designed as a workbook, students can step their way through a 7 step process.

Expert

Dr. Fakhrul Anwar Zainol

Dr. Fakhrul is a professional business coach for SMEs owners and managers, helping them grow and develop their enterprises. He coaches in a wide variety of industries, including sales, healthcare, services and manufacturing-related services. He has practiced in functional areas such as sales, marketing, and operations. His focus with business owners has been to facilitate creating their business vision and the development of strategies to fulfill that vision. He had years of experience in development banking with Bank Pembangunan & Infrastruktur Malaysia and SME Bank Bhd before becoming an academician. His duties included marketing, evaluation of project viabilities, supervising project implementation, undertaking loan collection and credit control and rehabilitating problem projects. Besides that, he was also involved in entrepreneurial training carried out by the organization to channel knowledge in various aspects of business aimed at developing viable and competitive Bumiputera entrepreneurs and potential entrepreneurs, particularly in SMEs. He has a Degree in Accountancy (B. Acc) and Master of Business Administration (MBA) from Universiti Teknologi Mara (UiTM) and completed his Doctorate in Business Administration (DBA) at the University of Newcastle, Australia. He also holds Postgraduate Diploma in Entrepreneurship (PDE) from Judge Business School, University of Cambridge, UK. His area of expertise/research includes entrepreneurship, strategic management, business strategies, corporate strategies and SMEs management. Currently, he is attached to the Centre for Income Generation, Investment and Industrial Linkages as well as Associate Professor at Faculty of Business and Management, Universiti Sultan Zainal Abidin (UniSZA), Terengganu. He also served as Chairman, Koperasi Permodalan Sahabat (Terengganu) Berhad (KOSAHABAT); a cooperative movement that focus on agribusiness and property development. He received his formal entrepreneurship training/coaching in Australia and becomes Accredited MAUS Coaching Partner, Sydney, Australia and was appointed as the 1st President of Institute of Advisors (Malaysian Chapter).