Reserve Your Place on the Training Courses

Next Course Dates

Location: Cardiff, United Kingdom

Course 1: 6-8 and 20-22 June 2016
Course 2: 31 October -4 November 2016

Your Investment

£4500 + VAT (Total to pay is £5400) includes all course materials and examination fees.

Phased Payment Terms:

3 payments of £1500 + VAT (Total to pay £1800)

  • Payment 1 – on booking via PayPal or cheque sent to the exit planning company
  • Payment 2 – at the end of the course; we send you an invoice payable within 14 days
  • Payment 3 – when you graduate; we send you an invoice payable within 14 days

Your only investment is a £1500 advance payment to secure your place on the programme.

By the end of the course you will have produced an Exit Planning Report for your client and will have invoiced your client for this Report. At the present time, the market rate for a detailed Exit Planning Report is between £5000 and £6000.

The final payment is due when you graduate (your exam results are confirmed and your Exit Planning Report formally assessed and verified), by which time you should have received payment from your client.

Only then will you be awarded the certificate from the Cardiff Metropolitan University and the licence to practice from the Exit Planning Company.

An Outline View

  • The challenging and rewarding course offers advisors 30 hours of personalised instruction over 5 days.
  • Candidate members are advisors who are pursuing the Certification for Business Transition and Succession Planning (CBTSP)
  • Upon successful completion of all requirements they receive a post graduate certificate from the University of Cardiff Metropolitan University which give them 20 credits to an MBA and CPD points
Module 1 What is transition planning?
Module 2 The Benefits of Transition Planning for Advisors
Module 3 Build a Team of Advisors
Module 4 Enhance Value of the client’s business
Module 5 Various Exit Alternatives
Module 6 Preparation of a Report
Module 7 Minimising Tax
Module 8 Wealth Management Plan
Module 9 Action Plan
Module 10 Examination

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