Extend your accounting software library and discover how to use forecasting and reporting to their full potential. Earn CPD points and get your firm in a position to roll out advisory successfully as a CPD certified business advisor.
First of all, our brand new foundation level helps you transition your thinking from accountant to advisor. It's free and takes you through all the basics. We'll get you set up to use our forecasting and reporting software to help your clients and their businesses. We'll make sure you know what your clients need from you, and how you can extend your learning with higher certification levels.
Our forecasting software will be one of your most powerful tools as an advisor. Learn basic forecasting and master advanced methods. You will cover trend predictions, 3-way cashflow forecasting, forecasting vs actuals, scenario planning, non-financial data and complex modelling.
Being able to report on the health of your clients’ finances is crucial. Do more for your clients and their business by improving your reports with live dashboards and real-time data. This level teaches custom reporting, live dashboards, month-end processes, PDF report creation, and more.
To truly become an advisor you'll need to put both your new accountancy software and polished advisory skills to the test. Discover the best way to rollout advisory internally and scale externally, in the smoothest way possible. Our practice level will get you ready to lead the accountancy to advisory revolution in your firm.
Don't just take our word for it.
“I came out of Futrli Certification thinking this isn’t just a piece of paper – I actually have some skills coming out of it that I didn’t have before.”
“Certification gets you using all of the tools in Futrli and having real-life example templates and dashboards is great to discover things you didn’t even know existed before.”
“When I finish it that’ll be a nice thing to put on my CV as I think I’m one of the few in South Africa who has finished that course. I can work through it and use it to my advantage going forward, especially as I’m one of the first while everyone catches up.”