Become a Trusted Advisor

Certificate in Board Services

Certificate in Board Services


What is included: 

  • Lectures, supplemental materials, and recommended articles and quizzes
  • Access your courses anytime, anywhere, with a computer, tablet or smartphone
  • Completion Certificate


  1. What is the Value Proposition?
  2. What are the problems with client retention?
  3. What is the meeting format?
  4. What are Collective Board Services?
  5. How are meetings setup?
  6. What memos should be done?

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