* The Succession Institute, LLC is not a CPA Firm

Online Training

Posted: July 23, 2008 at 5:09 pm   /   by   /   comments (0)

Succession Institute has launched our online training site:

SI Practice Management Resource Center

Our online self-study courses are accessed through our SI Practice Management Resource Center. We continue to routinely populate the site with more classes for CPAs, with a number of computer-based training and all-video courses available for CPE credit. .


Here are some of the categories of courses that are available on our LMS (a complete list is available here):

Advisory and Consulting Services:

  • Most Trusted Business Advisor

Organization and Performance

  • Succession Planning
  • Practice Management
  • Small Firm Practice Management

Owner Agreements:

  • Shareholder/Partner Agreements

People and Skills Development:

  • Coaching and Assessments
  • SI Competency Framework
  • Management and Leadership

We are excited about the launching of our new SI Practice Management Resource Center. Each course contains video and provides CPE credit as well.  You will also be able to bundle courses together to improve your pricing.

Please click on the following link to access the SI Practice Management Resource Center.  Thank you for your interest.

CPE Credit: Various online self-study program options available from 1 to 24 CPE credits per course.


Succession Institute, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org