Certificate in Professional Practice Marketing and Management

Certificate in Professional Practice Marketing and Management

Presented by the ISBF Institute
Website: https://Isbfinstitute.com
Duration: 4 Weeks | 2 Sessions per Week | 3 Hours per Session | 24 Total Contact Hours
Delivery Format: Live via Zoom or Onsite at Partner Institutions
Languages Offered: English, French, Spanish, and additional languages as needed
Instructor: Coach Greb – Brand Strategist & Professional Services Growth Consultant
Program Tuition: $599 (includes all training materials, books, templates, and certification)

Course Overview

The Certificate in Professional Practice Marketing and Management is a high-impact, four-week program designed for licensed professionals—including accountants, tax preparers, attorneys, engineers, healthcare providers, and consultants—who are ready to grow their practice into a structured and branded business. This curriculum blends personal development, business fundamentals, digital marketing, compliance, and automation tools into a single practical training.

By the end of this program, professionals will have built not only the brand and marketing presence for their practice, but also the back-office infrastructure and automation systems needed to scale and succeed in today’s digital-first environment. Whether you’re just launching or looking to reposition your current firm, this course provides a comprehensive blueprint.

Program Benefits

Participants gain access to real-world strategies and tools that are immediately applicable. You will learn how to set up and structure your practice, clarify your niche, and communicate your value with authority. You’ll be guided through the development of a digital presence, customer relationship systems, and legally compliant service workflows.

In addition, you’ll receive customizable contracts, client intake templates, branding kits, website wireframes, and more. This program ensures that by the end of the four weeks, you are equipped to deliver your services at a high professional standard—whether as a solo practitioner or growing team.

Target Audience

This certificate program is specifically designed for professionals who are licensed or certified in regulated service fields. These include:

• Accountants and tax preparers

• Lawyers and paralegals

• Engineers and architects

• Medical doctors, clinics, therapists, and wellness practitioners

• Immigration consultants, educators, and independent advisors

Whether you’re an established practitioner or a newly licensed professional, this course will help you operate like a business, not just a provider.

Learning Outcomes

At the conclusion of the program, learners will be able to:

• Structure and register a legally compliant business entity for their practice

• Define their niche, pricing model, and brand identity

• Create a complete marketing strategy across digital and local platforms

• Build a fully functional client acquisition, onboarding, and retention system

• Implement automation tools such as CRM, scheduling, and email communication

• Deliver a business plan and brand presentation through the Business-in-a-Box project

These outcomes ensure that participants leave with a business that’s ready to launch, grow, or scale immediately.

Prerequisites

No formal business background is necessary, but participants should meet the following basic criteria:

• Hold or be in the process of obtaining a professional license or certification

• Have access to a laptop, stable internet, and basic digital literacy

• Be committed to attending and implementing lessons across all four weeks

This course is particularly ideal for professionals looking to gain independence from employment or grow their practice beyond word-of-mouth referrals.

Participant Guide & Tools

All course participants will receive a comprehensive resource kit to support implementation. These include:

• Professional Practice Business Workbook

• Legal checklist for state/federal compliance and insurance

• Sample service agreements, engagement letters, and NDAs

• Client onboarding and follow-up templates

• Website wireframe and copywriting blueprint

• CRM setup instructions and automation sequences

• Social media and content marketing calendar

• Branding kit: logo, tagline, bio, color schemes, and templates

• Certificate of Completion upon capstone approval

These materials are designed to help you go from idea to implementation without guesswork.

Tuition & Registration

Tuition Fee: $599
This includes 24 hours of live instruction, downloadable tools, capstone coaching, and certification.

How to Register:
Website: https://Isbfinstitute.com
Email: info@finanpower.com
Phone: (678) 921-2121

Installment payments and group registration options are available. Early bird and alumni discounts may apply.

Capstone Project: Business-in-a-Box

In Week 4, each participant will submit and present their Professional Practice Business-in-a-Box—a turnkey business package designed to reflect a fully functional professional firm. This deliverable includes:

• Business registration documents (or setup roadmap)

• Clear niche and value proposition

• Brand kit: logo, bio, tagline, brand message

• Sample contract and client onboarding sequence

• Website homepage outline and CRM structure

• Social media marketing content sample and email welcome sequence

• 90-day growth strategy plan

Participants will receive feedback and support during their live presentations and leave with a complete business infrastructure to activate immediately.

4-Week Course Module Schedule

Each week consists of two live training days (Day 1 and Day 2). Each session is approximately 3 hours.

Week 1: Vision, Compliance, and Brand Identity

Day 1:

• Purpose, Passion & Professional Calling

• Mindset and Character Development

• Aligning Values with Market Needs

Day 2:

• Business Structure: LLC, PLLC, S-Corp (What’s best?)

• Licensing, Insurance & Compliance for Professional Practice

• Business Registration, EIN, and State Requirements

Week 2: Branding, Services & Pricing Strategy

Day 1:

• Defining Your Niche and Unique Selling Proposition

• Creating a Memorable Brand Identity

• Building Credibility through Authority Positioning

Day 2:

• Service Packaging & Tiered Pricing Models

• Contracts, Engagement Letters & Legal Protections

• Crafting Client Experience Systems

Week 3: Digital Marketing & Operational Systems

Day 1:

• Digital Presence: Google Business, Website & SEO

• Social Media for Professionals: What to Post and Where

• Email Automation and List Building

Day 2:

• Client Relationship Management (CRM) Systems

• Scheduling, Reminders, and Online Forms

• Payment Processing and Invoicing Tools

Week 4: Launch & Capstone Presentation

Day 1:

• Finalizing Your Practice-in-a-Box

• Building Your 90-Day Visibility & Client Acquisition Plan

• Setting Monthly Financial and Client Targets

Day 2:

• Capstone Presentations: Business-in-a-Box Review

• Group Feedback, Coaching, and Certification Ceremony

Certification & Post-Course Support

Upon successful completion of all sessions and the capstone project, participants will be awarded the Certificate in Professional Practice Marketing and Management. This credential affirms your capability to launch and grow a licensed, credible, and professionally branded firm.

Graduates also gain:

• Entry into the ISBF Professional Alumni Circle

• Continued mentorship and advanced growth programs

• Access to future masterclasses and marketing updates

• Opportunities to partner with ISBF on future ventures or teaching roles