0103 Advisors

Part of the Entrepreneurship Section of the CEA Curriculum


Success in business is a cooperative adventure and typically, the best team wins.

Selecting the right accountant, lawyer, banker and financial advisor is critical. In this course, we look at creating an advisory board and enlisting the right people — a fundamental step towards business success. An advisor’s role is typically that of a mentor or guide and differs from a consultant, in that an advisor is more involved with the leadership of the business.


Learning Objectives:

After completing this course, you will be able to:

  • Describe how each of the strategic business advisers contributes to a business’s success
  • Identify criteria for selecting small business advisers
  • Explain the influence of peripheral advisers


Course Curriculum

Part 1
Understanding Business Advisors FREE 00:02:00
Advisor Checklist 00:04:00
The Attorney 00:02:00
The Banker 00:01:00
The Insurance Agent, Financial Planner and Computer Guru 00:03:00
Marketing & Management Consultants 00:02:00
The Entrepreneurers Team + Finding the Right Professional Advisor 00:04:00
Evaluating the Advisor 00:03:00
Hiring a Professional 00:02:00
Part 2
Informal Advisors 00:19:00
Family, Friends and SCORE Advisors 00:10:00
SBDC and Other Free Resources 00:06:00
Advisors Conclusion 00:01:00
Quiz – Finding Business Advisors 00:07:00
Advisors Final Exam 00:10:00
Course Evaluation
Advisors Course Evaluation Form 00:00:00

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  • Price Options +
  • 1 year
  • Course Badge
  • Course Certificate
  • Program Level: Fundamentals/Beginner

    59 minutes | CPE = 1 unit

    Field of Study: Management Advisory Services

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