Certificate & Specialized Programs

Business Owner Program

There are approximately 30 million business owners in the United States. In addition to managing their day-to-day operations and marketing their products or services, most of these business owners are faced with two important financial planning issues:

  • Planning for the continuation and succession of their business enterprise after their retirement or death, and
  • Developing compensation strategies that will attract talent to their enterprise

While the scope of the need for addressing these issues is great, the fact remains that most financial professionals lack the requisite knowledge or skill to assist business owners in implementing plans to address them. This Business Owners Program is designed to help remedy that situation. While also providing numerous hours of continuing education credits for those who need it, this program integrates a case study methodology that helps financial professionals acquire both the technical knowledge and the application skills needed to address each of these planning needs of business owners.


  • Business Valuation
  • Business Continuation
  • Business Succession Planning
  • Miscellaneous Employee Benefit Plans and Fringe Benefit Plans
  • The Business Owner Conversation