- Analyze employee ownership types, benefits, and limitations.
- Identify appropriate employee ownership options for clients.
- Engage advisor partners for missing employee ownership expertise.
This certification provides an in-depth exploration of employee ownership models, including ESOPs, worker cooperatives, and employee ownership trusts. It covers key areas such as financial readiness assessments, tax and legal considerations, estate planning for business owners, and private equity-funded ESOP transactions. Additionally, the course delves into implementation strategies, regulatory compliance, and ongoing support for employee ownership structures. By the end, you’ll have a strong foundation in structuring and advising on successful ownership transitions.
This certification will help you understand, implement, and advise on employee ownership strategies, making you a valuable resource for business owners, financial professionals, and HR specialists. You’ll gain expertise in financial analysis, tax planning, and legal compliance related to ESOPs and other ownership models. This knowledge will enable you to assist businesses in structuring sustainable employee ownership plans, navigate regulatory requirements, and optimize financial outcomes. Whether you're advising clients or involved in business succession planning, this certification equips you with essential skills to support ownership transitions and long-term financial success.
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.
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.