Time Commitment
The time it will take to develop competency in the units that form this qualification is dependent on existing skills and experience.
Typically, to complete within the specified course duration, it is recommended that students commit approximately 10-12 hours per week plus additional time for assessment to developing their competency through a range of learning, workbased skills testing and assessment activities.
Assessments
All 11 units of competency are required to be completed for this qualification.
Students should contact the RTO for options including any RPL or credit transfers.
This program has been designed to accommodate working professionals. Accordingly, all mentored development and assessments are conducted in a way that is mindful that is mindful of an appropriate work-life balance. There will be practical workbooks for you to complete with a business owner.
Units of Competency
This table below reflects the units of competency of this course. There are a total of 11 units that are to
be completed in 3 stages. Upon completion of each stage, you will attain:
Stage 1: Students will become a Certified Professional Business Advisory (CPBA)
Stage 2: Students will become a Certified Growth and Exit Planner (CExP)
Stage 3: Diploma of Business Advisory
| Unit Code | Unit Name |
|---|---|
| Stage 1 | |
| NAT11408001 | Establish the role of a business advisor |
| NAT11408002 | Design a business advisory practice and engagement model |
| NAT11408003 | Establish effective advisory boards and client review meetings |
| NAT11408004 | Implement business and personal resilience strategies to help clients overcome a crisis |
| NAT11408005 | Provide business advisory services using business technology solutions |
| Stage 2 | |
| NAT10889006 | Facilitate business owner exit and succession planning |
| Stage 3 | |
| BSBTWK401 | Build and maintain business relationships |
| BSBSTR602 | Develop organisational strategies |
| BSBOPS502 | Manage business operational plans |
| BSBTWK502 | Manage team effectiveness |
| BSBPEF502 | Develop and use emotional intelligence |
Additional Information
Entry requirements
To enrol in the 11408NAT Diploma of Business Advisory, applicants must meet the following criteria:
- Be at least 18 years of age; and
- Have either:
- A minimum of three (3) years’ experience in a senior management role; or
- Experience as a certified and qualified advisor (e.g. accountant, financial planner, bookkeeper, business broker, lawyer, or similarly qualified professional); and
- Have access to a business or workplace environment where a business owner, general manager, or CEO can verify and sign off on the learner’s applied advisory work.
Recognition of Prior Learning (RPL)
Recognition of skills and knowledge gained through previous studies, work and life experiences may be used to award competency for Units of Competency within this qualification. Read more on Recognition of Prior Learning and Credit Transfer or call 1300 658 337.
Payment Options
As our delivery partner, payments for this Qualification are made directly to the Institute of Advisors. Upon completion of your application form you will be entered into the Institute of Advisors system for payment and delivery. The Institute of Advisors has card or invoicing payment options.

