{"product_id":"business-succession-planning-key-issues-for-financial-advisors-to-discuss-with-business-owners","title":"Business Succession Planning: Key Issues for Financial Advisors to Discuss with Business Owners","description":"\u003cp\u003eThis course provides financial advisors with a roadmap for guiding business owners through the complex process of succession planning. Advisors will learn when and how to initiate succession conversations, develop a structured framework to analyze succession options, and navigate the unique challenges faced by family-owned businesses. Through a mix of practical strategies and real-world examples, advisors will gain actionable insights to help clients protect their legacy and ensure a smooth transition of business ownership.\u003c\/p\u003e\n\u003cp\u003eKey topics include the following:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eBest practices for approaching succession planning with prospective and existing clients\u003c\/li\u003e\n\u003cli\u003eImplications of the recent Supreme Court Connelly decision on business succession\u003c\/li\u003e\n\u003cli\u003e Critical questions advisors should ask to uncover client goals and potential obstacles\u003c\/li\u003e\n\u003cli\u003e Funding strategies, including insurance, promissory notes, and loans, to support successful transitions\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eBy the end of this course, advisors will be better equipped to provide tailored guidance, anticipate challenges, and create succession plans that align with their clients’ long-term business and family objectives.\u003c\/p\u003e\n\u003cp\u003eThis course is eligible for 1.0 credit.\u003c\/p\u003e\n\u003cp\u003eTo receive certified financial planner (CFP) or continuing education  (CE) credit, you must complete a short multiple-choice quiz. You can expect 15-30 minutes to complete the quiz and must earn a passing score of at least 70 percent. \u003c\/p\u003e\n\u003cp\u003ePlease note the following before you begin:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eYou will need to provide the attendance verification code given during the on-demand course and your CFP identification number, if applicable, so have them both ready before starting the quiz.\u003c\/li\u003e\n\u003cli\u003eUpon passing, you will receive an email with your attached certificate. Keep this email for your records.\u003c\/li\u003e\n\u003cli\u003eAfter you have passed the quiz, WealthCounsel will report your credits to the CFP Board within 14 days, if applicable.\u003c\/li\u003e\n\u003cli\u003eThis on-demand program is not eligible for certified professional education (CPE) credit.\u003c\/li\u003e\n\u003cli\u003eIf you need to self-apply or submit information to an organization for other types of CE, you will find the agenda, bios, and other course materials under the Materials tab.\u003c\/li\u003e\n\u003cli\u003eYou will receive a link to a brief course evaluation after completing the quiz. \u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eClick \u003ca href=\"https:\/\/survey.alchemer.com\/s3\/8700247\/Quiz-Business-Planning-Key-Issues-for-Financial-Advisors\" target=\"_blank\" rel=\"noopener\"\u003ehere\u003c\/a\u003e to start the quiz. \u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":43166619598919,"sku":null,"price":99.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/3680050924106695263_060cb587-d2cd-458f-aab3-efa224af401c.png?v=1788542072","url":"https:\/\/wcstore.wealthcounsel.com\/products\/business-succession-planning-key-issues-for-financial-advisors-to-discuss-with-business-owners","provider":"WealthCounsel, LLC","version":"1.0","type":"link"}