Two Professional Designations
Enroll in one of our new professional designations: the Certified Family Business Manager Program or Life Management Fiduciary Certificate.
We offer a range of community-building open offices where members can share best practices and grow as leaders.
Earn CPE Credits
Many of our courses provide the opportunity for CPAs and accounting professionals to earn continuing education credits.
Register and select a 45-day free trial to gain access to our educational portal. (You will not be charged if you cancel before the end of your free trial.)
Want to learn more about CPAPlus? Attend one of our free open offices, held M-F from 1:00-1:30pm Eastern. Dial-In: 503-468-7694
CPAPlus Educational Series
1 free introductory class
Our Orientation Webinar provides an overview of the CPAPlus Educational Exchange and collaborative experience. New and returning members are encourage to attend.
Universal Family Office Basics
Those with an active membership can register for Universal Family Office Basics, which cover a range of life management topics.
Advanced Skills Series
Each of our four advanced skills series aims to assist you in improving your clients’ lives and businesses but can also be applied to your own life and business.
CPAPlus Professional Designations
Professional Designation 1
Certified Family Business Manager Program
The Certified Family Business Manager Program trains professional service providers across the accounting, financial, legal, and consulting/coaching industries on concepts to be able to provide certain elements within the scope of Universal Family Office Services™. Those who successfully complete this program earn the professional designation of Family Business Manager and will have also earned a Life Management Fiduciary Certificate.
Professional Designation 2
Life Management Fiduciary Certificate
The Life Management Fiduciary Certificate provides knowledge and skills that enable you to go far beyond normal professional services. This certificate can be pursued as part of the Family Business Manager Program or separately.
CPAPlus provides cutting-edge adult continuing education within a collaborative environment where professionals in the accounting, financial, legal, and consulting industries can share best practices and assist one another in growing their practices and setting the necessary leadership standards for this decade.
CPAPlus Educational Exchange brings a unique combination of elements to lifelong learning and uses current cultural shifts to orchestrate new leadership approaches to professional services.
Our education, including supplemental clinics, is centered around seven core topics: Leadership, Communication, Universal Family Office Service Concepts, PSA Construction, ESG, Change Management, and Trauma / Achieving Balance.
With CPAPlus Community, adult continuing education goes beyond the proverbial classroom to include discussion groups, community forums, weekly open offices, and opportunities to share and explore professional best practices. CPAPlus Community provides a safe sandbox in which to begin applying the concepts taught throughout our educational programs.