Employee Ownership ExitPro CFP Courses

Practical courses to help you present employee ownership as a profitable exit strategy for your clients.

Are you a financial planner with business owner clients nearing retirement? Are your clients looking to exit on their own terms? Are they looking for an exit strategy that benefits them and their employees? If you have small business owner clients who need exit option recommendations, our EO ExitPro courses are for you.

Project Equity offers 5 hours of CFP accredited modules designed especially for financial planners with business owner clients. The courses cover a wide range of topics, from the basics of employee ownership to more advanced strategies for maximizing the benefits of employment ownership as a profitable exit strategy option.

FPA Advantage

FPA members can save 10% off by entering “FPA” in discount code field when purchasing individual licenses to our ExitPro Plus CFP-accredited on-demand content, including individual licenses for:

• EO ExitPro 101
• CEOA Module 1- Introduction to Employee Ownership
• CEOA Module 2- Employee Stock Ownership Plans (ESOPs)
• CEOA Module 3- Worker Cooperatives
• CEOA Module 4- Employee Ownership Trusts (EOTs)

Benefits

ExitPro Plus “learn and earn” products will benefit financial planners:

• Earn up to 5.0 hours of CFP-accredited CE
• Differentiate yourself from the competition in the marketplace
• Grow your practice revenues $$
• Learn how to leverage your client’s built-in buyer group, their employees
• Gain better access to “Silver Tsunami” business owners in your area
• Become more engaged with your client business owner’s advisory team
• Grow your own referral network of professional advisors and partners