Sandeep Singh, Astute Advisory
The new modular structure
Need a hand getting to grips with advisory? Free to all Futrli users – our brand new foundation level gets you thinking like an advisor. It takes you through all the basics, what your clients need from you and how you can extend your learning with higher certification levels.
Forecasting is one of the most powerful tools you can bring to your clients. This level takes you all the way from basic forecasting to advanced methods. You will cover trend predictions, 3-way cashflow forecasting, forecasting vs actuals, scenario planning, non-financial data and complex modelling.
Diagnosing the health of your clients’ finances is crucial. By speeding up and improving your reporting – using live dashboards and real-time data – Futrli lets you do more for your clients. The Reporting level makes you a reporting expert. It teaches custom reporting, live dashboards, month-end processes, PDF report creation, and much more.
Putting your new skills to the test, this level is perfect for your firm’s partners. Learn the best way to rollout advisory internally and scale externally, in the smoothest way possible. In conjunction with the adjoining course content, the practice level gets you ready to lead the revolution in your firm.