More about The Role of the Most Trusted Advisor
The Role of the Most Trusted Advisor
The Role of the Most Trusted Advisor program is based on experiential learning or 'learn by doing.' Participants practice each new concept or tool on a typical family business and then apply their learnings to their own client. This approach is extremely successful as it accommodates different learning styles through incorporating video, audio, discussions, group and individual exercises with the traditional instruction methodology. The program is offered in two different formats. In-class workshops The in-class workshops are generally offered in Ontario and New York State. Alternatively, your own professional organization can arrange to host a workshop at a specific location. A day-long workshop typically runs from 8:30 am until approximately 5:00 pm.
Visit our professional development website for more information.
Upcoming in-class workshops:
TRIAL PROGRAM: Level 1 ($795)
Guelph, Ontario
Tuesday November 23, 2010
REGISTER ONLINE or DOWNLOAD REGISTRATION
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PART ONE: LEVEL 1 & LEVEL 2 (SAVE $195)
Guelph, Ontario
Tuesday November 23, 2010
Wednesday November 24, 2010
REGISTER ONLINE or DOWNLOAD REGISTRATION
For full details visit our agenda page.
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PART TWO: LEVEL 3 & LEVEL 4 (SAVE $195)
Guelph, Ontario
Thursday November 25, 2010
Friday November 26, 2010
REGISTER ONLINE or DOWNLOAD REGISTRATION
For full details visit our agenda page.
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FULL PROGRAM (SAVE $585)
Guelph, Ontario
November 23 - 26, 2010
REGISTER ONLINE or DOWNLOAD REGISTRATION
For full details visit our agenda page.
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Click here for our cancellation policy.
E-learning Workshops You may instead wish to consider participating in the interactive e-learning or self-study version of the courses which affords more flexibility with regard to when and where you participate. Each e-learning course runs for a period of three to six weeks and requires approximately eighteen hours to complete the presentations including group interaction and discussion, and the required assignments. You will be supplied with a CD containing the video presentations and will log on to the MTA website for the other components. The following is the format of an e-learning course: - Watch the multimedia presentation on CD ROM
- Complete the online self-assessment
- Check out the recommended readings
- Participate in the online discussion forum
- Download your assignments
- Complete assignments offline
- Submit assignments online
- Assignments returned by email
Hardware and software requirements
You will need the following hardware and software to participate in the e-learning version of The Role of the Most Trusted Advisor:
- IBM-compatible computer with a Pentium-class processor running Windows 98 or later
- 64 megabytes (MB) RAM
- 70 megabytes (MB) of free disk space
- Colour monitor with 8MB video card and 256 colours
- Internet connection
- Microsoft Word 2000 or later
- Adobe Acrobat Reader (go to www.adobe.com and click on GET ADOBE READER)
- Microsoft Internet Explorer 6.0 (If you currently have an earlier version, you will be able to load v6.0 from the CD ROM provided.
- Windows Media Player 7 or later (If you currently have an earlier version, you will be able to load v7 from the CD ROM provided.)
- Runtime Animation (Can be loaded from the CD ROM provided.)
- CD-ROM drive
- Sound card and speakers
Upcoming e-learning workshops: The Role of the Most Trusted Advisor Level One ~ September 8, 2010 To enrol in one of The Role of the Most Trusted Advisor programs, download a registration form or register online. For information on the discounts available to licensed SuccessCare Affiliated Advisors click here or call Daphne at 1-800-598-6400.
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