Career progression pathway: Trusted Advisor

Overview

In an increasingly difficult business landscape, accounting firms – particularly those in the second tier – are coming under substantial financial pressure. Adding value to the client base can differentiate you from your competitors, and this pathway will show you how to do just that.

You’ll look at how to develop a more supportive and interactive relationship with the client – one that is broader, deeper and, crucially, more profitable than regular compliance work..

Enhancing and developing the client relationship can help to improve fee income, encourage client retention, and open a lot of doors for your practice and your career. If done right, you will forge a relationship that is commercially beneficial to both parties.

Includes:

• Learning Resources: immerse yourself in the rich variety of articles, videos, activities, quizzes, discussions, and more, to develop the understanding and skills required to become a trusted advisor.
• Expert interviews: discover how you can become an effective business advisor, from our prestigious team of experts.
• Action plan: build up a practical plan of how you will put your new skills into action, and download a convenient summary of all the learning to take away.
• Assessment: achieving 75% on the multiple choice assessment is required to complete the career progression pathway. The assessment features two questions on each topic that has been covered.
• Secure certification: once you've finished the programme, you will receive a unique and secure Certificate of Achievement as evidence of your new understanding and capabilities.

Syllabus

This Career Progression Pathway is divided into four sections corresponding to the key skills you will need to develop to become an effective trusted advisor. Complete all four to unlock the end of pathway assessment and access your Certificate of Achievement.

• The role
• Creating trust
• Understanding your client
• Managing client relationships
• Assessment

Helping accountants grow

Disclaimer: This course is available for ACCA members, you may need your ACCA membership number to complete your booking. This course and outline is provided by a third-party course provider. All course bookings are subject to the terms and conditions set by the course provider. Please see individual supplier pages for full terms and conditions. ACCA takes no liability for bookings made with third-party suppliers.