Advisory Certification - Upskill with Futrli

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.

A stack of printed Futrli CPD-accredited Advisory Certification certificates for foundation, reporting, practice and foundation levels.

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 so you can maximise the huge fee-earning potential of rolling out advisory services with forecasting and reporting software.

A Futrli circular logo spotlight on foundation level certification in dark grey.

Foundation certification

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.

Forecasting certification

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.

A Futrli circular logo spotlight on forecasting level certification in blue.
A Futrli circular logo spotlight on reporting level certification in green.

Reporting certification

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.

Practice certification

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.

A Futrli circular logo spotlight on practice level certification in purple.

What our customers are saying

What our customers are saying

Don't just take our word for it.

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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Futrli Advisory Certification