myCPE

Certified Client Advisory Professional (CCAP)

Be Recognized as an Expert Advisory Professional.

certificate
3800+

Enrollments

4.6/5(2.6K+ Reviews)
  • rating
  • rating
  • rating
  • rating
  • rating
Last Updated

February, 2025

Multiple
7
On Demand
Included with Subscription

Why Professionals Trust Our Advance Certification Programs

  • Access to cutting-edge industry knowledge and practices.
  • Comprehensive training designed to meet professional needs.
  • Fulfill compliance requirements while acquiring valuable skills.
  • Ongoing updates to course content for relevant industry trends.
certificate
certificate
certificate

What You’ll learn

Get equipped with the key areas of strategic importance for building a successful client advisory practice. Master the art of client advisory with the crucial understanding and strategic guidance of managing advisory services successfully providing due importance to Artificial Intelligence, Machine Learning, and Robotic Process Automation in your practice. Exert confidence with key insights to navigate the complex landscape of changing advisory business practices with industry best practices, and expertise earned with years of practice.

Get Deeper Understanding of:

  • Crucial reasons for Advisory Practices to fail.
  • Role of AI and automation for making Advisory practices successful.
  • Prospecting, CRM, and Terms for Advisory pr
  • Communication to make your practice exceptional. Course List:

Recommended For:

  • The Certification course is designed to serve the requirements of CPA, CMA, and other accounting, tax, auditing, and finance professionals who desire to have a successful advisory practice.
  • The certification course is also aimed to support the unique requirements of students and aspiring professionals who want to explore advisory practice and how to navigate its complexities.
  • The certification course is also very valuable for anyone else who is interested in learning more about advisory practice, how to manage it, and the role of a few key aspects in making it successful.

Why take a Certified Client Advisory Professional (CCAP) with myCPE?

Resources included

  • Handout PDFs for every Module
  • Glossary/Key Terms for every Module
  • Q&A directly with instructors.

Career Opportunities

  • Specialist: Client Advisor
  • Wealth Manager
  • Senior: Client Advisory
  • Director: Business Development
  • Business Consultant
  • Entrepreneur

Value Addition to your skills

  • Negotiation skills
  • Attention to detail and analytical skills
  • Critical thinking skills
  • Problem-solving skills
  • Communication skills
  • Planning and Organization skills

Courses

Course Title Time Credits Learning Format
1. Key Steps to Building an Advisory Practice
1 Hour
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for CPA in Canada 1 CPD Eligible
Business Mgmnt and Org for Certified Management Accountants (CMA) 1 CPE Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for CPA in Canada 1 CPD Eligible
Business Mgmnt and Org for Certified Management Accountants (CMA) 1 CPE Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
On Demand (video)
  • To define advisory services, and state the #1 reason advisory services fail.
  • To list 3 key building blocks of an advisory practice, and key considerations for shifting to advisory services.
  • To demonstrate the importance of client relationships.
2. Leveraging LinkedIn for Prospecting
1 Hour
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 1 CPE Approved
Communication for CPA in Canada 1 CPD Eligible
Communications and Marketing for Certified Fraud Examiner (CFE) 1 CPE Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Oral and written communications for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 1 CPE Approved
Communication for CPA in Canada 1 CPD Eligible
Communications and Marketing for Certified Fraud Examiner (CFE) 1 CPE Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Oral and written communications for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
On Demand (video)
  • To define 4 characteristics of your ideal client to search on LinkedIn, and discuss how to craft an enticing headline to attract your ideal client.
  • To apply 3 advanced search filters for greater results. 
  • To compose a connection strategy for ideal clients, and establish credibility using groups.
3. Why accounting firms need a CRM
1 Hour
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for CPA in Canada 1 CPD Eligible
Business Mgmnt and Org for Certified Management Accountants (CMA) 1 CPE Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for CPA in Canada 1 CPD Eligible
Business Mgmnt and Org for Certified Management Accountants (CMA) 1 CPE Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
On Demand (video)
  • To define a CRM system, describe the history of CRMs.
  • To list 3 reasons why an accounting firm should use a CRM, and 5 ways to use a CRM in an accounting firm.
  • To define 5 considerations when choosing a CRM.
4. Negotiating Your Terms
1 Hour
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for CPA in Canada 1 CPD Eligible
Business Mgmnt and Org for Certified Management Accountants (CMA) 1 CPE Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Communication for Certified Professional in Talent Development (CPTD) 1 Points Eligible
Communication for Associate Professional in Talent Development (APTD) 1 Points Eligible
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for CPA in Canada 1 CPD Eligible
Business Mgmnt and Org for Certified Management Accountants (CMA) 1 CPE Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Communication for Certified Professional in Talent Development (CPTD) 1 Points Eligible
Communication for Associate Professional in Talent Development (APTD) 1 Points Eligible
On Demand (video)
  • To identify the 3 areas of negotiation and list the 4 pieces of knowledge necessary to negotiate.
  • To differentiate between 3 reasons for objections and identify the 7 most common objections.
  • To define your WAP.
5. Effective Communication - From Ordinary to an Extraordinary CPA Practice
2 Hours
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 2 CPE Approved
Communication for CPA in Canada 2 CPD Eligible
Communications and Marketing for Certified Fraud Examiner (CFE) 2 CPE Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Oral and written communications for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 2 CE Eligible
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 2 CE Eligible
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 2 CPE Approved
Communication for CPA in Canada 2 CPD Eligible
Communications and Marketing for Certified Fraud Examiner (CFE) 2 CPE Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Oral and written communications for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 2 CE Eligible
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 2 CE Eligible
On Demand (video)
  • To identify the process to apply effective communication and listening for solving problems and creating solutions within your practice and for clients.
  • How to relate and understand others for higher engagement with staff and clients while leading to more referrals.
  • How to grow your practice by creating an interdependent work environment through effective communication.
6. Navigating the Closing Process
1 Hour
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for CPA in Canada 1 CPD Eligible
Business Mgmnt and Org for Certified Management Accountants (CMA) 1 CPE Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for CPA in Canada 1 CPD Eligible
Business Mgmnt and Org for Certified Management Accountants (CMA) 1 CPE Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
On Demand (video)
  • To define the 4 things to know about the decision-making process.
  • To list the 4 main players and 7 personas you could deal with in a new business opportunity.
  • To discuss the best personas to help in your sales process and the worst personas involved an opportunity.
Disclaimer : Before attending any course, please verify that the credit details align with your qualification requirements. This certificate is designed to help you acquire new skills and knowledge, which may or may not fulfill specific compliance criteria. While we have made every effort to ensure our courses adhere to compliance standards, we recommend reviewing the details to confirm applicability for your needs.

Instructors

All Advance Certification are included under the Individual Subscription

Get Started with Unlimited Learning

Select your plan, complete your payment, and access a world of knowledge.

Subscription Inclusions Silver Gold
15,000+ Hrs of CPE approved Content
tooltip

Largest content library covering all aspects of professional development.
Check right Check right
500+ Emerging Subject Areas
tooltip

Wide range of subject areas tailored to meet diverse learning needs of all the department of the firm.
Check right Check right
50+ State- Specific Ethics Courses
tooltip

Stay compliant with ethics requirements for every state.
Check right Check right
50+ State Compliance Packages
tooltip

Pre-selected courses for quick compliance, saving time and effort.
Check right Check right
100+ Advanced Certification Programs
tooltip

Expert-led programs to build advanced expertise and strengthen your career credentials.
Check right Check right
AICPA Eligibility Programs (CFF, ABV, PFS)
tooltip

Pre-Packaged Eligibility Courses for AICPA designations such as PFS, ABV, and CFF, offering CPE credits upon completion.
Check right Check right
Compliance Tracker and Credit Vault
tooltip

Store all your certificates in one place, stay compliance-ready with ease, and track your progress effortlessly using the built-in credit tracker.
Check right Check right
Instant Certification and Fast Reporting
tooltip

Instant reporting to IRS, CFP Board, and other governing bodies.
Check right Check right
Mobile App Access (iOS and Android)
tooltip

https://play.google.com/store/apps/details?id=com.my_cpe
Check right Check right
Access to Practical Training Programs
tooltip

Focused training with pre-built assessments for all levels to upskill your staff efficiently.
Check right Check right

Select Tenure

NEW YEAR
Sale Ends Soon!

00:00:00

Start Your Subscription 

Start your journey towards learning and compliance.

card

$299$199 For 12 Months

Start Your Subscription

$299$199/year

Secure unlimited access

Click Here

More Reasons to Subscribe

  • true true
    80% of Content Rated 4.5+ Stars
    High-quality content rated by professionals.
  • true true
    4X More Content at 1/3rd the Price
    Serious value compared to your regular provider!
  • true true
    Non-Sponsored Content
    Purely educational, unbiased content for your learning.
  • true true
    Monthly & Quarterly Updates
    Keeping you ahead of trends and changes.
  • true true
    Podcasts with Industry Leaders
    Learn and Earn CPE from experts on the go.
More Reasons

Discover Why We’re the Preferred Choice!

Comprehensive Client Advisory Training

“Client advisory is a very wide subject. It includes so many things and this course has most of them. All the subjects are justified by good efforts from learned speakers. Some insights are really smart and can help even long-time practitioners. I loved the course and will recommend it to everyone.”

Maria Melgar

Maria Melgar, ACCA

Client Advisor

Client Advisory Skills for Professionals

“In my experience, client advisory is tricky. It creates an idea of simplicity but really it is not. The certification course covers a good number of topics focused on the advisory. I liked the pace of the course and the approach of the presenters. They were supporting my relatively simple queries patiently. I would give my recommendations for the professionals starting with their focus on advisory services.”

Jorge Smith

Jorge Smith, CPA US

Client Advisor

Essential Client Advisory Course

“I loved the course, as it works for students and professionals alike. Some key remarks on industry standards and recommendations for the practices make the course very valuable and interesting. In my books, this course is all you need to get started with your client advisory journey. Loved it!”

Laura Lynch

Laura Lynch, ACCA

Client Advisor

Team Subscription for CPAs & Accounting Firms

  • true true Comprehensive Content Library
  • true true CPE Compliance Automation
  • true true Advanced Training Solutions
  • true true Learning Management System
  • true true Event and Webinar Management
Team Subscription for CPAs & Accounting Firms

Frequently Asked Questions

The Certified Client Advisory Professional (CCAP) is a certification course providing great coverage for crucial topics. It covers the advisory from its introduction and provides insights on building blocks, the importance of client relationships, and key considerations for shifting to advisory services. It also provides a key reason for advisory services to fail. Further, the course focuses on the key attractive areas for advisory practices to focus on and have strong chances to grow. The certification provides focused effort for prospecting, client relationship management (CRM), and negotiating the terms to achieve better results in your practice. It also provides due attention to navigating the closing process, onboarding, and effective communication. Thus the Certified Client Advisory Professional (CCAP) covers vast areas to help you provide the best client advisory services.

The Certified Client Advisory Professional (CCAP) projects key aspects to deliver the best client advisory practices. The certificate course covers key aspects providing strategic guidance and delivering the focus areas for creating a successful advisory experience. It provides industry insights, best practices, and key examples to ensure that you understand the aspects most appropriately. It provides you a chance to position yourself as a trusted advisor and open doors to new opportunities. This will enable you to navigate the landscape with confidence to unlock your potential and take your advisory to new heights.

Certificate course is created by a qualified and experienced instructor(s). myCPE Certificate Courses includes Self-study Courses. Most of the courses are in the form of On-demand Videos. The Self-study Video courses in Certificate courses may be Live recorded presentations converted into Self Study (On-Demand Videos).

You can take your time and attend the course at your own pace. You can take exam unlimited time. So, don’t worry, if you are not able to pass an exam. You will be getting a chance to attend the exam again.

After completion of each course of this Certification Programs, you will be able to download a certificate with the course title and number of hours. Certificates, as well as your study records, are stored for life and you can access them anytime. Certificates are valid proof for your continuing education credits and you can also add it as an additional designation.

Once you register you will have complete access to all the courses of this Certification Programs. The self-study format allows you to access the material online 24x7 and study at your own pace.

As per NASBA guidelines, you have one year from date of purchase of your certificate to complete each program. After completion of each course, you can attend final exam any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.

Course have minimum passing score of 70% in the final exam and you can take multiple attempts of the said exam.

Our video player tracks & stores the watch time and will show you in the progress bar. But you make sure that you don’t fast forward or manually try to move the progress bar. If you have fast forwarded the video or tried to manually move the progress bar of the video. System wouldn’t capture your watch time. So please, let the video go on its own. However, being on-demand video you can pause and play and whenever you want and you can watch it in pieces. It will pick up from where you left off. So, for a self study courses you will have to
1. Complete the entire video 100%.
2. Answer all the review questions correctly. The review questions are at the bottom of the same page where you are viewing the course video.
3. Once you have watched the whole video and answered all the review questions, the Final Quiz will open up. You need to score more than 70% in the Final Quiz to avail your CPE credit. Multiple attempts are allowed for submitting Review and Final Quiz questions.
4. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from the ‘My Certificates’ section. Kindly ensure you have allowed Multiple File download from your web browser to download all certificates.
5. You can download individual certificate from your "Account" as well as from this page once you complete a particular courses. Also, you can download "Consolidated Certificate" from the package page or from your account.

A Self-study course is a recorded video (If it’s a recording of a live course you may see polling questions appearing on the screen. You do not need to answer the polling questions and just let the video play). Do not fast forward. If you fast forward, we may not be able to capture your watch time and you may be required to watch it multiple times. In order to avail your credits for the self-study course, you need to answer the review questions correctly and complete the entire video. Once you have done that, the Final Quiz will open up in which you need to score a minimum 70% to qualify for the credit. You can attempt multiple times for answering the review questions and Final quiz questions. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from ‘My Certificates’ section.
If neither of the above cases works, please drop an email to support@my-cpe.com or contact our support team through live chat support.

The evaluation form will be sent to attendees in the next 24 hours after passing the final quiz with at least 70% marks. Kindly note that the evaluation form will only be available to attendees who remained logged in till the end of the course and answered all the polling questions.

MY-CPE LLC is PCI Compliant - Approved. myCPE uses a secure payment gateway (Stripe.com) to process your payment details. This payment gateway is in accordance with the PCI-DSS Compliance. Therefore, your payment details are secure through SSL encryption. CLICK HERE to view our PCI compliance certificate. Once you have register for the package and paid for it you shall not be granted any refund unless you are not able to access courses for any reason etc.