Canadian CE Bundle

Deepen your expertise in value acceleration, enterprise valuation, and practical strategies to help business owners maximize value with this Canadian CE Bundle. This self-paced bundle includes three courses, each each approved through FP Canada and the Mutual Fund Dealer CE program.

This bundle includes three insightful EPI Academy courses:

1. Value Growth Case Study
CE Type: General: Practice Management | FP Canada CE Credits: 3.75 | VAK CE Credits: 4.00
CEPA Sean Hutchinson guides participants through a real-time case study of the Value Acceleration process. Learn to identify value drivers and killers, evaluate keep/sell decisions, and understand the key value domains of a business.

2. Determining Enterprise Value
CE Type: General: Practice Management | FP Canada CE Credits: 3.00 | VAK CE Credits: 4.00
Chris Snider, CEO of the Exit Planning Institute, breaks down the business valuation process, explaining key terminology, numbers, and strategies to understand what makes a business valuable.

3. Implementing Value Acceleration as a Financial Advisor
CE Type: General: Financial Planning | FP Canada CE Credits: 2.00 | VAK CE Credits: 3.00
Justin Goodbread, CEPA®, CFP®, CVGA, demonstrates how financial advisors can incorporate the Value Acceleration Methodology™ into their practice using a real client case study to help clients maximize value and achieve retirement goals.

Total FP Canada CE Accredited: 8.75

Total VAK CE Accredited: 11

Ideal for Canadian financial advisors, business consultants, and CEPA professionals looking to expand their knowledge, apply value acceleration strategies, and better serve business owner clients.