Comprehensive learning and coaching programs that empower firms to build, scale and optimize their CAS practices.
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CAS Professional Services
Whether your firm is exploring CAS, building a roadmap for development, or strengthening an established practice, these bundles deliver the right mix of education and support to help you succeed at every stage.
CAS 2.0 Practice Introduction
Designed to support firms exploring CAS for the first time or evaluating how to incorporate advisory services into their offerings.
Designed to support firms exploring CAS for the first time or evaluating how to incorporate advisory services into their offerings.
CAS 2.0 Practice Development Essentials
Created for firms committed to CAS and ready to build a clear roadmap for developing and expanding their practice.
Created for firms committed to CAS and ready to build a clear roadmap for developing and expanding their practice.
CAS 2.0 Practice Transformation Coaching
Ideal for mature CAS practices seeking to enhance leadership focus, expand service capabilities, and drive measurable progress.
Ideal for mature CAS practices seeking to enhance leadership focus, expand service capabilities, and drive measurable progress.
Introduction to CAS Workshop
1 seat
2 seats
2 seats
Introduction self-study courses
CAS 2.0 Practice Essentails Workshop
2 seats
2 seats
Access to CAS 2.0 Essentials Toolkit
Introduction to CAS for Staff Workshop
2 seats
Access to CAS 2.0 Coaching Toolkit
Roundtable coaching sessions
Group coaching meetings
1:1 coaching sessions