Advance Your CFP Practice with Strategic Continuing Education

Elevate Your CPA Practice to New Heights Through Specialized Continuing Education

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Frequently asked questions

Everything you need to know about the product and billing

  • What is the CEA Program?

    The CEA Program is a project designed to address the needs of advisors to small businesses. It aims to equip professionals with a comprehensive understanding of twelve areas of management expertise, relevant to small businesses. The program involves web-based continuing education, toolsets, resources, and a forum for advisors. It leads to a new certification, the Certified Entrepreneurial Advisor (CEA), designed to help members grow their advisory services, (CPA, CFP, and EA) while being essential partners to their entrepreneurial clients. With their new CEA designation, members will have a powerful marketing tool and resources to attract and better assist a growing entrepreneurial client base.

  • How many CE credits do I get? (coming soon)

    The program consists of 96 courses, which means a substantial number of CE credits can be earned (coming soon). Each course offers a different number of CE credits based on the number of chapters and hours. See the course description you’re taking for the exact number of CE credits (coming soon).

  • How do I report my CE credits? (coming soon)

    Typically, you as a professional CPA, EA, or CFP would report your CE credits (coming soon) to your respective licensing or certification bodies according to the rules and procedures of those organizations.

  • Can I showcase my Progress on my LinkedIn?

    Yes, upon completion of courses within the CEA program, participants receive micro-accreditation badges that are shareable on LinkedIn. We’ll provide a link to automatically add your course certificate to your course completion email upon completing each individual course within the program!

  • Are there any other fees?

    The business plan mentions a subscription model for the CEA program. The cost is $479 per year after a 30-day free trial for unlimited access to the program. There is also a premium, team, and enterprise addition coming soon. After becoming a CEA, there is an ongoing $10 per month licensing fee which will increase to $49 per month and include marketing tools, an online community, and access to the latest updated courses.

  • What's included in my CA membership?

    The CEA membership includes access to the full range of courses leading to CEA certification, administrative support for the program, continued access to educational resources, and participation in a community of advisors with forums and masterclasses. The membership also ensures that professionals meet their ongoing CE requirements.

  • Why should I be interested in the CEA program?

    If you’re an advisor to small businesses, you can benefit from the CEA program. We’re ideal for accountants, business lawyers, insurance agents, financial planners, business consultants, IT consultants and more.

  • What kind of knowledge background do I need to have to be in the CEA Program?

    If you’re an advisor to small businesses, you can benefit from the CEA program. We’re ideal for accountants, business lawyers, insurance agents, financial planners, business consultants, IT consultants and more.

  • What’s the real value of the CEA certification?

    Having a comprehensive knowledge of virtually every aspect of managing a small business gives you a tremendous competitive advantage in your specialty. Whether you are an accountant, lawyer, financial planner, or consultant, you’ll get knowledge and tools that will help you be a hero to your clients in unexpected ways. Know more = added value = make more money.

  • Does the program qualify for Continuing Education in my profession?

    Simple answer: yes.

  • Am I tied to a contract?

    Absolutely not. You can cancel your account at any time.

  • How often do you release new content?

    We’re constantly adding and updating our comprehensive video library. Nowhere else you can find the equivalent of a specialized small business management MBA in such an easily digestible format.

Testimonials and Success Stories

Be inspired by the success stories and testimonials of those who have soared in their careers with SMBRI.*

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Lisa

Lisa

Enrolled Agent

"I have learned so much in the past week from taking your courses and am working towards a better career in a field that I love!"

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Brian Lint

Brian Lint

CPA

"If you're looking for an MBA-level resource of practical knowledge to all aspects of business, you've found the right place."

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Keith Singleton

Keith Singleton

CPA, JD

"Their expertise in commercial banking, specifically in originating and underwriting middle market credit transactions, along with the skill in managing client relationships, greatly impressed me. Their background speaks volumes, and I highly recommend!"

Start Your Journey Towards Comprehensive Professional Development

Join us to achieve your CE requirements, refine your practice, and explore new horizons in the financial planning arena. Our courses aim to facilitate a well-rounded professional development experience, combining essential CE credits (coming soon) with the opportunity to earn the respected Certified Entrepreneurial Advisor designation. Begin your journey towards a more enriched and strategically poised CFP practice today.

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