EO Advantage Learning Programs

CEOA + ROI Bonus: Certified Employee Ownership Advisor program

Gain the knowledge and tools to help clients evaluate whether employee ownership aligns with their personal, business, and charitable objectives.

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$398

Up to 10 hours CPE
5/5 average rating
Flexible schedule

Any time, self-paced

Get certified

Build toward your CEOA designation

Faculty

Our faculty aren’t just educators—they’re leaders in the field, bringing decades of hands-on experience to help advisors translate knowledge into impact.

Continuing education

Upon successful completion of the course, participants will receive Up to 10 hours CPE.
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EO ExitPro 101

Up to 2 hours CPE

NASBA, CFP, EPI-CEPA, BEI

An introduction to the many advantages of being informed and able to effectively recommend employee ownership exit options for business owner clients
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Certified Employee Ownership Advisor Program

Up to 8 hours CPE

NASBA, CFP, EPI-CEPA

Earn an accredited designation that equips you to advise on employee ownership and expand your influence with clients
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Employee Ownership Case Studies & ROI online course

2 hours CPE

NASBA, CFP, EPI-CEPA

Explore real-world case studies and ROI analysis to prove the value of employee ownership and guide clients toward confident decisions
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Up to 1.5 hours CPE

CPE, CEPA

This course guides learners through the mechanics of employee ownership transitions, providing essential tools for project quarterbacking, accurate business valuation, and comprehensive transition planning.
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CEOA Module 9 Employee Ownership for Attorneys

1.5 hours CPE

NASBA, CFP, EPI-CEPA, Cal MCLE

Build legal fluency in employee ownership to guide clients through compliant, well-structured transitions that protect assets and long-term goals
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CEOA course Employee Ownership for Fractional CFOs

2 hours CPE

NASBA, CFP, EPI-CEPA

Strengthen your impact as a fractional CFO by mastering the financial strategy, forecasting, and compliance behind employee ownership transitions
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EO for Worker Cooperative CPAs & Tax Advisors course

2.5 hours CPE

NASBA, CFP, EPI-CEPA

Equip yourself to advise on worker cooperative finance and taxes, from valuation and tax strategy to governance, compliance, and long-term sustainability
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Employee Ownership for Business Brokers

1.25 hours CPE

NASBA, CFP, EPI-CEPA

Expand your exit strategy toolkit by learning how employee ownership can deliver value, continuity, and stronger outcomes for business owners
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Up to 1.5 hours CPE

CPE, CEPA

This module equips philanthropic advisors with the knowledge to help clients evaluate and integrate employee ownership models into their charitable and legacy planning for maximum community impact.
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CEOA Module 4: Employee Ownership Trusts

1 hour CPE

NASBA, CFP, EPI-CEPA

Learn when these increasingly in-demand perpetual purpose trusts make sense and how their structure, tax treatment, and governance support long-term business continuity
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CEOA Module 2: Employee Stock Ownership Plans

1 hour CPE

NASBA, CFP, EPI-CEPA

Build confidence advising on ESOPs by understanding their structure, tax benefits, legal requirements, and governance considerations
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CEOA Module 3: Worker Cooperatives

1 hour CPE

NASBA, CFP, EPI-CEPA

Learn to evaluate, structure, and implement worker cooperatives that strengthen engagement, resilience, and financial sustainability for businesses and owners
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Project Equity is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org.

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CFP Board

CEOA + ROI Bonus: Certified Employee Ownership Advisor program has been accepted by the Certified Financial Planner Board for continuing education credit. Upon successful completion of the program, 10.0 CE credit(s) will be granted by CFP Board.

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