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Educational Tracks


Choose the Educational Track thats right for your professional goals

With the Maus Accredited Partner Program you receive a full-track education, mentoring, marketing, professional network and more. Over 25 years, we've purpose-built the program to provide everything you need for longterm success as an advisor.

Educational Tracks

Tailor Your Education

Choose Your Expertise

As part of the Maus Partner Program you get the choice of which accredited training best suites your professional needs. Select one course at no extra cost, from one of our top education partners. Special Tracks are included for:

  • Exit Planning Advisors
  • Accountant & Bookkeepers
  • Value & Business Advisors
  • HR Advisors
Now you can have everything you need to get started with confidence, including specialized training from a leading educational body!
for Exit & succession planners
exit planning institute software

The Exit Planning Institute (EPI)

The leading authority in Exit and Succession Planning, EPI is an internationally recognized education company that certifies and supports more than 3,000+ CEPAs and 15,000+ advisors worldwide.

Choose one course from the options below, included with membership:

The Basics of Value Acceleration course was created as an introduction to exit planning for both business owners and advisors. During this course, host and EPI President, Scott Snider, will take you through the Value Acceleration Methodology™. This methodology was created by Chris Snider and is seen inside the book, Walking to Destiny. Attendees complete the course with a baseline understanding of exit planning and how to help business owners plan for their exit effectively.

Attendees will gain further knowledge on:

  • Business types and challenges
  • In-depth definition of exit planning and its concepts
  • What makes a business ready to transition
  • How business value is determined
  • Executing an exit strategy

What do you do post-CEPA program? How do I launch a practice? How do I engage business owners? It isn’t enough to hold a credential. You must know how to position yourself in the marketplace for business development, practice management, and client delivery success.


Practice Launch Lite helps exit planning advisors create action plans to implement exit planning services into an existing or standalone firm. Join Scott Snider, President of the Exit Planning Institute, as he shows advisors how to navigate and use the CEPA Platform offered by EPI, ideas on how to create awareness and drive new business, and how the value of being a part of EPI can generate new business for you when properly utilized.

This three-module, on-demand, interactive course enables advisors to construct a thriving and profitable exit planning practice.

for accountants & bookkeepers
woodard accounting and bookkeeping


Woodard serves to educate, support, and connect accounting professionals to provide the highest levels of value for their clients and in the process, strengthen their practices. Over 125,000 accounting and business professionals trained.

Choose one course from the options below, included with membership:

Most business owners are experts in delivering their service or product to their customers but are not experts in how to operate a small business. Woodard’s Operational Advisory 10-week course lays out the fundamental components of a successful advisory engagement. From client discovery to strategic planning, to coaching your client through the execution of their plan, an Operational Advisor becomes the difference between a floundering, accidental business and an intentional, vision-driven, well-oiled machine.

With an impending bubble of Boomers and GenXers approaching retirement, it is critical for your clients to monitor and maximize the value of their businesses. Woodard’s Succession Advisory 10-week course teaches you the fundamental components of business valuation and gives you strategic levers you can coach your clients to pull to significantly impact not only the value of their business but the attractiveness to potential buyers as well. Succession Advisory is a key discipline to add to your advisory toolbox to maximize the value you bring to your clients.

for business & value advisors
institute of advisors

The Institute of Advisors

World leaders in Business Advisor & Consultant education, the Institute raises the standards in Business Advisory, Consulting and Accounting with standout training programs that help Business Advisors be successful.

Choose one course from the options below, included with membership:

The Certified Business Advisor & Consulting Certification Course (CPBA) is an extremely practical course. You will hear advice, tips and tactics from some of the most successful Business Advisors from around the world. Unlike other online consulting courses you will be provided with and shown how to use ‘best practice’ methodology, strategic templates, market-leading advisory tools and advisory software to enhance the delivery of advisory services to help you build a successful practice.

for human resource advisors

Gusto (Coming Soon!)

The modern HR platform for payroll, benefits, and more. A well-supported team is the key to a successful business. With Gusto’s easy-to-use platform, you can empower your people and push your business forward.

Choose one course from the options below, included with membership:

With the People Advisory Certification program, you’ll learn how to combine your financial expertise with Gusto’s people platform to provide valuable advisory services to your clients and their employees. Go at your own pace and earn 5.0 CPE credits.

  • Build expertise on payroll, benefits, and people operations
  • Become an expert on Gusto’s people platform
  • Learn advisory conversation skills and frameworks

We prepare you for success

Certification of your choice, included

As part of the Maus Partner Program you get the choice of which accredited training best suites your plans. Now you can have everything you need to get started with confidence, including a certification.


We don’t just give you a badge and put you on our website. We provide an intensive training program to make sure that you have all the knowledge you need to support your clients. We also provide more than 40 hours of additional, self-guided training, so you can continue to impress your clients.


It’s not one and done with us. We provide ongoing mentoring and support on a monthly basis to ensure that you’re on track and reaching your own goals.


We’ve learned a thing or two over the last 25 years and we’re sharing it all with you. Learn processes and approaches to get the most out of Maus, so you can maximize your value to clients.

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Get access to white label marketing collateral and advice to better market your business and get out in front of businesses who need your service the most.

Global network of advisors

We're a global community with advisors and consultants locally around the world, serving all markets. Network, learn, and grow with the best.

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What customers are saying

Maus is the key to expanding your service offerings and growing per-client revenue. It's quick and easy to get started, but don't take our word for it, here's what our satisfied clients are saying

"Beyond my expectations. Getting up and running was very simple and the included support has been of massive value. Most unusually, the process of getting trained has been enjoyable... most valuable, superb."

"Maus is a breath of fresh air with its comprehensive diagnostics, analysis and reporting. The range of challenging questions to table seem to have evolved from a diverse mindset of experienced business owners, coaches, users and designers. This makes the software extremely impactful and relevant to business development. A Real World platform with Real World application."

Maus brings together a number of commonly-used tools into a professional interface with the "mundane" work already completed. The availability of training material (incl. videos) and regular weekly online webinar meetings is tremendous, and the ready availability of support by email and phone is simply extraordinary in these times of call centres and AI.

Attract and win new clients with the industry's preeminent advisory solution.

Contact us today to learn how Maus can unlock the true potential of your advisory practice.