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Membership Has Top-Line Benefits
A global organization to professionalize succession planning and equip planners with the succession knowledge, tools, and community to raise the standard of practice from craft to profession.
The only real cost is not joining.
Win More Engagements
Boost conversion with the succession planning advisory credibility of the Certified Succession Planner (CSP™)
and greater visibility through our
trusted professional advisor network.
Support More Clients
Increase your client capacity with our productivity-enhancing succession planning tools and standardized workflows.
Expand Billable Services
Grow revenue with ready-to-deliver succession planning programs like the Succession Planning Assessment
(SPA™) — a complete, billable, new offering you can deploy immediately.
- CSP™ Professional Certification
- SPA™ Client Readiness Assessment
- SNAP™ Continuous Practice Training
- Continuing Education Credits
- Everything in Pro, plus...
- Cloud File Storage
- Succession Genie™
- Ai Automation
- GenieUs Network™
What’s Included
Credential. Diagnose. Implement. Grow.
ISPA® equips advisors with a structured framework to lead succession planning as a defined professional specialty. The ISPA® Succession Planning System is intentionally designed to move from expertise, to client engagement, to sustained practice growth.
Establish authority.
The Certified Succession Planner® designation equips you to lead complex succession strategy conversations across ownership, leadership, governance, and family dynamics. CSP™ signals to clients and peers that you approach succession planning with rigor and professional discipline.
- ➡️ 12 comprehensive training modules
- ➡️ On-demand video instruction
- ➡️ Textbook, reference materials, templates, and sample documents
Structure the engagement.
The Succession Planning Assessment (SPA™) is a ready-to-deploy diagnostic that evaluates financial, organizational, leadership, and personal readiness for succession. It surfaces hidden vulnerabilities, clarifies transition risk, and positions you as the advisor guiding intentional continuity strategy. Many members recover their annual Pro Plan investment through a single SPA engagement. CSP™ builds expertise. SPA™ brings it into the client conversation.
Convert strategy into growth.
Provides the implementation tools and practice-development support that power your SPA™ delivery. With applied training, practical templates, and positioning guidance, SNAP™ helps you deepen engagements, expand advisory scope, and build sustained succession planning revenue
CSP™ establishes credibility.
SPA™ structures client engagement.
SNAP™ drives execution and growth.
Together, they position you not just to participate in succession conversations — but to lead them with structure and confidence.
You Have a Team. We Have a Discount.
Contact us to inquire about group discounts.
