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, helping you maximise the huge fee-earning potential of advisory services.

Foundation certification

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 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

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.

View certification modules

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
Speak to our team

Reporting Certificate

Leverage the power of real time dashboards & printed reports that set you apart from the crowd.
$ 125 /Per enrolee
Speak to our team

Forecasting Certificate

There is skill in forecasting as an operational tool. An essential skill for any advisor.
$ 125 /Per enrolee
Speak to our team

Practice Certificate

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

7-day free trial!
No credit card required