Skip to Content
All courses

Course syllabus · Prospective Franchisees

Before You Become a Franchisee

Delivery and materials

Self-paced online study with due diligence and financial planning exercises. Use the Franchise Due Diligence Checklist and Ten-Year Franchise Financial Planning Template to evaluate an opportunity.

What you’ll learn

  1. Ownership and personal fit

    Compare franchisee responsibilities, owner-operated and manager-managed models, and the support you need.

  2. Business models and finding opportunities

    Compare franchising, licensing and other models. Evaluate broker incentives and build a shortlist.

  3. Qualification and Discovery Day

    Prepare questions and validate the opportunity with current and former franchisees.

  4. Disclosure and franchise agreements

    Review disclosure timing, the franchise disclosure document and agreement terms with independent advisers.

  5. Investment, fees and support

    Assess startup costs, recurring fees, technology, marketing funds, training and ongoing support.

  6. Financial planning and next steps

    Build a ten-year plan, record assumptions and decide what evidence you need before proceeding.

Educational training. Consult independent professional advisers about your circumstances.

Course price · CAD $129