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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
The Certified Succession Planner curriculum covers a collection of complex family, financial, personal, and management dynamics that impact business longevity and success.
12 full modules of deep-dive learning & training
On-demand video training modules
Comprehensive textbook, reference material, templates and sample document
Succession Planning Assessment (SPA™) is a powerful, ready-to-deploy toolkit that evaluates your clients’ financial, organizational, and personal readiness for succession planning. And, you can charge more for conducting this evaluation once, than your Pro Plan costs for a year.
Meticulously curated a treasure trove of training, ideas, templates, and step-by-step guides. These resources are designed to elevate your practice to new heights by effectively incorporating the Certified Succession Planner's insights and maximizing the impact of the Succession Planning Assessment in your existing operations.
You Have a Team. We Have a Discount.
Contact us to inquire about group discounts.
