Advisory Certification - Upskill with Futrli

Earn CPD points and get your firm in a position to roll out advisory successfully with certification.

Futrli CPD certification certificate

Our certification course gives your firm a robust plan for success. It’s online, CPD-accredited and will help upskill accountants of every level. We’ve split the course into four core levels because maximising the huge fee-earning potential of advisory services is crucial.

Foundation certification

First of all, our brand new foundation level gets you thinking like an advisor. It's free and takes you through all the basics. As a result, you'll know what your clients need from you, and how you can extend your learning with higher certification levels.

Forecasting certification

Forecasting is one of the most powerful tools for clients. 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.

Reporting certification

Diagnosing the health of your clients’ finances is crucial. Do more for your clients by improving your reporting with live dashboards and real-time data. This level teaches custom reporting, live dashboards, month-end processes, PDF report creation, and more.

Practice certification

You need to put your new skills to the test, so 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. As a result, practice level gets you ready to lead the revolution in your firm.

View certification modules

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Foundation Certificate

This covers the basics of using Futrli as an Advisory tool. Get your team CPD certified today.
$ Free /Per enrolee
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Reporting Certificate

Leverage the power of real time dashboards & printed reports that set you apart from the crowd.
$ 125 /Per enrolee
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Forecasting Certificate

There is skill in forecasting as an operational tool. An essential skill for any advisor.
$ 125 /Per enrolee
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Practice Certificate

Software is not a silver bullet. Use our proven strategies to improve client retention and profitability.
$ 125 /Per enrolee
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