Advisory 101 Level 2 - Diploma - 5 Courses

Advisory 101 Level 2 - Diploma - 5 Courses

  • $795.00


Diploma - Modules 4, 5, 6, 7 and 8

The Diploma is the second stage of the Advisory 101 Training Program.

It extends the understanding gained in the Foundation Certificate and enables you to create effective processes and structures for the delivery of a wide range of advisory services.

It includes the introduction to planning pricing strategies, essential to leveraging these services and the concepts behind working with clients progressively.

Major Subjects Covered Include

  • Client planning fundamentals

  • Where to start, and how to approach clients

  • Core planning and secondary/tertiary advisory services

  • Pricing approaches and policies with advisory

  • Economic Symbiosis™ and the Advisory Value Proposition

Instructional Delivery Method: QAS on-demand learning, including review and final exam questions. To earn credit, participants must pass the final exam with a score of 70% or better within one year of registering for this course. Participants may attempt take the final exam up to 10 times.

5 hours CPE. Price $795