Canadian Securities Institute, Moody's Analytics Training & Certification Services
Mobile Menu

At CSI, the well-being of our valued learners and staff is our highest priority. Learn more about our response to COVID-19 and changes to our exam delivery format.

Business Succession for Small Business Clients


Please Note:

This course is no longer available for purchase. We apologize for any inconvenience.

Effective succession planning for small businesses requires targeted knowledge

After building up a successful small business and reaping its rewards, clients would be at a disadvantage if they did not have a detailed business succession plan in place. A financial advisor who understands the options available can bring in expert help where needed and help small business owners plan for their financial future of their company.

The Business Succession for Small Business Clients (BSSB) course gives advisors authenticity

BSSB teaches advisors the underpinnings of building a succession plan that utilizes the talent surrounding a small business client. Aside from looking at all the options for succession, this course will discuss the affect of taxes on a succession plan and the role of the executor when winding up the business of a deceased owner. BSSB will appeal to professionals working in financial services in an advisory capacity, including investment advisors, wealth managers, financial consultants and planners.

Who should enrol?

The Business Succession for Small Business Clients (BSSB) course is designed for financial consultants and planners, wealth managers, and investment advisors. This course is also relevant for mutual funds sales reps, life insurance sales agents, and investment counsellors.