For Owners or Advisors Only
Business - Owner or Advisor for Business Enrollment Form
Please complete and send the form below.
After your enrollment is received, we'll apply a scholarship award if available, and contact you to obtain payment for the remaining balance. Then we'll provide workshop event and program information to you, to help get you started.
Owners or advisors may pay for their project by check or credit card. If a credit card is used, an additional 10% processing fee is required.
No additional fees are required for payment by check.
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Credentialing organizations award credentials to the advisor alone and not to any organization or firm that may employ the advisor.
NxStep Advisors are credentialed as:
Certified Valuation Analyst (CVA)
Certified Exit Planning Advisor (CEPA)
Finance Professional (EDFP)
Certified or Master Business Planning Advisor (CBPA or MBPA)