Master the Art of Business Continuity Planning
SME Masterclass Series
Become the Go-To Advisor for Business Owners
SME owners face unique challenges— succession planning, business continuity, key person retention, and wealth protection. Standard advice doesn't cut it. This comprehensive 6-module series equips you with specialized knowledge to serve business owners at the highest level.
6 Specialized Modules
Master the complete SME advisory toolkit. Attend individual modules or complete all 6 to earn your CREDIBILITY™ Business Continuity Specialist certification.
Core Frameworks and Propositions in SME Owners Planning
4 Hours • 4 CPD Hours
Master core frameworks like PEAR and Enterprise Risk Management to uncover risks and develop insurance propositions for SME owners beyond standard Keyman Insurance and Buy-sell agreements.
Key Topics:
- PEAR Framework for Risk Discovery
- Enterprise Risk Management Models
- Genogram and OFB Model Application
- Insurance Propositions for SME Risks
Fact-Finding and Qualitative Analysis Frameworks
4 Hours • 4 CPD Hours
Learn systematic fact-finding to identify Keyman exposure, retention needs, buy-sell relevance, and creditor/debtor risks that may impair business continuity.
Key Topics:
- Business Structures and Limitations
- Qualitative Analysis Framework
- Operating Environment Risk Assessment
- Insurance Solutions for Identified Risks
Fundamentals of Financial Analysis
4 Hours • 4 CPD Hours
Read financial statements with confidence, identify opportunities on the spot, and quantify insurance coverage using the ECLAIR Framework for financial analysis.
Key Topics:
- Working Capital Cycle & Liquidity
- Financial Statement Analysis
- ECLAIR Framework Application
- Quantifying Insurance Coverage Needs
Exit Planning with Insurance
4 Hours • 4 CPD Hours
Structure buy-sell agreements, determine appropriate sum assured, negotiate among shareholders, and ensure business continuity when owners exit due to insurable events.
Key Topics:
- Types of Buy-Sell Agreements
- Exit Planning Frameworks by Business Structure
- Sum Assured Calculations
- Agreement Clauses & Shareholder Negotiations
Keyman Protection and Business Continuity Planning
4 Hours • 4 CPD Hours
Identify Keyman risks, quantify Keyman value, structure policies correctly, and determine appropriate premium payment structures for business continuity.
Key Topics:
- Keyman Risk Identification
- Keyman Value Quantification Methods
- Policy Structuring Considerations
- Premium Payment & Booking Strategies
Succession and Employee Benefits Planning
4 Hours • 4 CPD Hours
Structure succession plans, secure owner exits, retain key talent through employee benefits, and apply deferred compensation models for business continuity and growth.
Key Topics:
- Succession Planning Frameworks
- Successor Protection Strategies
- Talent Retention Through Benefits
- Deferred Compensation Models
Complete All 6 Modules
Earn the prestigious CREDIBILITY™ Business Continuity Specialist certification and become the trusted advisor SME owners seek.
Why This Masterclass Series?
The Challenge
SME business owners need specialized advice that standard financial planning doesn't address. From business continuity to succession planning, key person insurance to deferred compensation—these clients require advisers who understand their unique challenges and can provide sophisticated solutions.
The Solution
Master the complete SME advisory toolkit through six specialized modules covering business continuity, deferred compensation, corporate insurance strategies, and more. Earn the CREDIBILITY™ Business Continuity Specialist designation and become the trusted advisor that business owners seek.
Who Should Attend?
Financial Advisors Serving SME Clients
Advisers who work with business owners and want to expand their advisory capabilities beyond personal financial planning
Business Consultants
Consultants who advise SMEs and want to add financial planning and business continuity expertise
Wealth Managers
Wealth management professionals serving entrepreneurial clients who need specialized business planning knowledge
Insurance Advisors
Insurance professionals wanting to elevate their practice by serving SME clients with sophisticated corporate solutions
Your Trainer
Ronald Wong
TEP · MBA · CFP® · ChFC® · CWM · AEPP
Ronald has been at the forefront of financial planning excellence for over 25 years. As a Trust and Estate Practitioner (TEP) and certified financial planner, he brings deep expertise in business continuity planning, succession strategies, and corporate financial solutions for SMEs.
Experience: 25+ years in financial planning and SME advisory
Key Achievements:
- Trust and Estate Practitioner (TEP) designation
- CFP®, ChFC®, and CWM certified professional
- MBA with specialization in Business Strategy
- Advised hundreds of SME owners on succession and continuity planning
- Regular speaker at business owner forums and conferences
Frequently Asked Questions
What is the CREDIBILITY™ Business Continuity Specialist certification?
Upon completing all 6 modules and the capstone project, you'll earn the CREDIBILITY™ Business Continuity Specialist Designation, demonstrating your expertise in serving SME clients with sophisticated business planning solutions.
Do I need to complete all 6 modules?
While each module can be taken individually for 4 CPD hours, completing all 6 modules and the capstone project is required to earn the CREDIBILITY™ Business Continuity Specialist Designation.
Can I attend individual modules based on my interests?
Yes! Each module stands alone and provides immediate value. You can attend individual modules based on your clients' needs and your professional development goals.
Is this course suitable if I don't currently serve SME clients?
Absolutely. This course will equip you to start serving the lucrative SME market with confidence. Many advisers find that adding SME specialization opens significant growth opportunities.
Is IBF funding available?
Yes, this course is recognised under the Financial Training Scheme (FTS) and is eligible for FTS claims subject to all eligibility criteria being met.
What's the time commitment?
Each module is 4 hours. You can complete the series at your own pace, attending modules as your schedule allows.
Ready to Become an SME Specialist?
Transform your practice and unlock the lucrative SME market.