Advisory Teams - Technician to Advisory - CPD Course

This programme supports accountancy and bookkeeping practice owners to transition from a technical role into a confident, commercially focused advisory role.

Participants develop the skills to understand the key drivers of business performance, identify opportunities to add value, and have meaningful commercial conversations with clients.

The programme covers:
• Developing a commercial and advisory mindset
• Understanding client decision-making and business drivers
• Leading structured advisory and strategy conversations
• Communicating financial insights clearly
• Identifying and presenting actionable opportunities
• Positioning and pricing advisory services
• Building credibility and authority as a trusted advisor

Learning is practical and designed for immediate application within the participant’s own practice and client relationships, enabling them to move from reporting on what has happened to helping clients make better business decisions.

Prerequisites The programme is designed for accountants, bookkeepers and other accounting professionals who have an existing understanding of bookkeeping, accounting and client financial information and who wish to develop or strengthen their advisory skills. There are no formal academic prerequisites for entry. However, participants should have practical experience of working with business clients and financial information, as the programme builds on existing technical knowledge and focuses on developing the commercial, communication, leadership and client-facing skills required to move from technician to trusted advisor.