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 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.
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.
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. Practice level gets you ready to lead the 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.”