FUTRLI Advisory Certification (CPD)

Elephants in the room, beware! This robust, in-depth and fully accredited certification programme focuses on WHY and, importantly, HOW to be an advisor.

Why should you become certified?

Invest in your future with the industry's only fully certified business advisory programme

6 Courses, 25 Modules

It's extensive and in-depth

In 6 comprehensive online courses, which total 25 separate modules, we’ll take you through the complete advisory journey with rich, dynamic content.

Industry Approved + CPD

Verify your knowledge and experience

We’ve leveraged advisors in our global community and our in-house CPAs and CIMAs, curated the best processes and combined that with the wealth of knowledge we’ve amassed in the last 3 years to create this robust programme. This accreditation allows you to structure and formalise the enhancement of your skills and proficiency.

Strategy, not just Product

Pricing, how to sell, soft skills and more

This isn’t an old process done a different way in new software. Our certification is a hands-on learning experience getting under the hood of why and how to be advisors. It’s a new skill you can sell. It covers many of the sticking points and roadblocks that have prevented true profitability from advisory services in firms.

Go Beyond the P&L

It should be the beginning not the end

True advisors help their clients make better decisions with less risk. Standard report packs from your general ledger do not give you the armoury you need to deliver on this. Our certification will give you the tools and skills you need to monitor operational KPIs, drive decision making with non-financial data and underpin every decision with solid forecasts.

Process Driven Advisory Services

Look ahead with a defined action plan

Documented processes are integral for an efficient business. But, it’s a large internal investment to create your own. We’ve seen what works and certification is a celebration of best practice – you won’t need to reinvent the wheel. Ensure your team are all trained to the same high standard and your clients’ receive a consistent experience.

Built for everyone in your team

Partners, Senior Managers, Associates +

Many firms advertise that they offer advisory services but the vast majority don’t deliver value. They are trapped in old processes or focusing on compliance. This is your opportunity. Certification is as relevant to a Partner as it is a Client Manager. Make the most of the opportunities that lie within the advisory services, upskill your entire team.

Detailed Course Overview

In 6 in-depth courses, covering 25 individual modules you'll become an world-class business advisor

  • Course 1: Introduction to Cloud Advisory

  • Introduction to your advisory certification:
    In this module you’ll be introduced to certification with FUTRLI and take your first steps towards becoming a FUTRLI certified advisor.
    CPD Points: 2.5
  • 1.1 FUTRLI: the basics:
    Learn about the basics and start getting comfortable navigating around FUTRLI and using basic controls. You’re also going to start connecting client.
    CPD Points: 0
  • 1.2: The diagnostic review:
    Understand how to do a client Diagnostic Review to identify business weaknesses and opportunities, and learn how to give your clients light bulb moments.
    CPD Points: 5
  • 1.3: Selling advisory services:
    Change your relationship with your client from Accountant to Advisor and learn how to sell your new cloud advisory services.
    CPD Points: 5
  • 1.4: How to price your services in the real world:
    Stop selling software or hours and start selling value. We’ll run through value-based pricing and show you how to price your advisory services efficiently and confidently.
    CPD Points: 2.5
  • Course 2: Dashboarding, Printables and KPIs

  • 2.1: Building dashboards to affect change:
    In this module you’re going to learn how to leverage FUTRLI to build dashboards for your clients. We’ll be covering KPIs, Boards and Cards and how to introduce dashboards to your clients.
    CPD Points: 5
  • 2.3: Introduction to non financial data:
    Businesses aren’t just run on financial data! In this module you’ll learn how to identify, collect and use non-financial information to create powerful KPIs in FUTRLI.
    CPD Points: 10
  • 2.4: Inviting your clients to their insights:
    FUTRLI is better with clients and colleagues. We’ll guide you through inviting users to FUTRLI, including when you should invite clients and what success looks like when you do.
    CPD Points: 2.5
  • 2.5: Alerts & client monitoring:
    What are Alerts? You’re about to find. You’ll learn when to utilise Alerts and how to use them to identify which clients need immediate attention.
    CPD Points: 5
  • Course 3: Forecasting in FUTRLI

  • 3.1: Building a forecast for the first time in FUTRLI:
    Now you’ve conquered reporting, it’s time to look at how to build forecasts in FUTRLI. You’ll learn the importance of forecasting with your clients and how to create a forecast for the first time.
    CPD Points: 10
  • 3.2: Importing an existing budget to create a 3-way forecast:
    In this module you’ll find out how to import an existing budget and how to turn a simple Profit & Loss budget into a 3-way forecast.
    CPD Points: 2.5
  • 3.3 Dealing with brought forward balances and gst/vat:
    When creating a forecast for the first time you’ll often need to deal with brought forward balances and GST/VAT. We’ll be looking at exactly that in this aptly named module.
    CPD Points: 2.5
  • 3.4: Additional forecasting tips and methods:
    Time for some top Forecasting Tips! You’ll look at period offsets and how to use ‘Advanced Options’ when building your forecasts to create more accurate scenarios.
    CPD Points: 2.5
  • 3.5: Best practice month end processes:
    In this module you’ll learn about the simple steps you can follow at the end of every month to ensure that you are on top of your clients’ financials.
    CPD Points: 2.5
  • 3.6: Assessment for basic forecasting:
    Time to test your knowledge of basic forecasting! This is an assessment-based module, which requires you to create a new forecast in FUTRLI using assumptions included in a case study.
    CPD Points: 0
  • Course 4: Advanced Forecasting in FUTRLI

  • 4.1: Advanced forecasting methods part 1:
    Now you’ve mastered the basics, it’s time to dive into advanced forecasting concepts that will allow you to create dynamic, detailed and accurate forecasts for your clients.
    CPD Points: 5
  • 4.2: Advanced forecasting methods part 2:
    Now you’ve mastered the basics, it’s time to dive into advanced forecasting concepts that will allow you to create dynamic, detailed and accurate forecasts for your clients. (Part 2)
    CPD Points: 5
  • 4.3: Advanced forecasting methods part 3:
    Now you’ve mastered the basics, it’s time to dive into advanced forecasting concepts that will allow you to create dynamic, detailed and accurate forecasts for your clients. (Part 3)
    CPD Points: 5
  • 4.4: What-if scenarios:
    You’ll be introduced to why it is important that you create what-if scenarios for your clients and how to analyse them to ensure that they can quickly respond to alternative situations.
    CPD Points: 10
  • 4.5: Forecasting using non financial data:
    In this module you’ll learn how to utilise non-financial data to create advanced and accurate scenarios for your clients
    CPD Points: 5
  • 4.6: Advanced forecasting certification:
    Time to assess your knowledge of advanced forecasting. This assessment is based on a case study which requires you to create a new forecast in FUTRLI based on assumptions included in a case study.
    CPD Points: 0
  • Course 5: Consolidated reporting & forecasting

  • 5.1: Reporting & forecasting for consolidated groups:
    Clients with multiple business entities have more complex reporting needs. This module will cover these requirements and how to handle these organisations effectively.
    CPD Points: 10
  • Course 6: Scaling FUTRLI

  • 6.1: Internal roll out - the first 6 months:
    You need a practical roll out strategy for advisory services within your firm. We have curated the best roll-outs to give you the inside track on what success looks like.
    CPD Points: 5
  • 6.2: Handling common internal objections:
    Find out how to protect the firm as it moves more solidly into the advisory space by understanding common internal roadblocks and how they can be overcome.
    CPD Points: 5
  • 6.3: Scaling FUTRLI externally:
    This module will teach you how to target new clients effectively. Find out how the best are doing it as well as some clear takeaways that you can start actioning today.
    CPD Points: 5

“Since our launch back in 2014, we have witnessed (and been part of) a huge change in the accounting landscape. The cloud has brought never seen before automation advancements. Business owners expect and demand higher levels of service than ever before.

But, change is hard. How do you learn new software? How do you sell it to your clients? How do you motivate your team? How much are you going to charge for it? How do you advise your clients with confidence?

It is these common challenges that prompted us to bring together everything that we have seen, learned and experienced, from both our partners and business owners, to produce this comprehensive training programme. We’ve worked across time zones with industry experts to ensure this is truly end-to-end – no matter where your client is based, what their turnover is or how well they understand their numbers.”

Hannah McIntyre, CEO & Co-Founder

Speak to Our Team

Speak to our team to find out more about FUTRLI's Advisory Certification.