FUTRLI Advisory Certification

Our CPD accredited online training programme designed to take accountants and advisors through a complete advisory journey with rich, dynamic content. The 26 modules cover everything from pricing advisory services, to introducing forecasting to clients and all of the functionality within FUTRLI.

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Below you'll find every module within our certification program:

Module 1.1: FUTRLI the basics

Est Time: 15 mins
Learn about the basics and start getting comfortable navigating around FUTRLI and using basic controls. You’re also going to start connecting client.

Module 1.2: The Diagnostic Review

Est Time: 30 mins
Understand how to do a client Diagnostic Review to identify business weaknesses and opportunities, and learn how to give your clients light bulb moments.

Module 1.3: Selling advisory services

Est Time: 30 mins
Change your relationship with your client from Accountant to Advisor and learn how to sell your new cloud advisory services.

Module 1.4: How to price your services in the real world

Est Time: 15 mins
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.

Module 2.1: Building dashboards to effect change

Est Time: 30 mins
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.

Module 2.2: Introducing beautiful printable PDFs

Est Time: 15 mins
Learn how to prepare for future client meetings and find out how to convert existing dashboards into printed reports, which can be shared offline with clients.

Module 2.3: Introduction to non financial data

Est Time: 60 mins
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.

Module 2.4: Inviting your clients to their insights

Est Time: 15 mins
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.

Module 2.5: Alerts & client monitoring

Est Time: 30 mins

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.

Module 3.1: Building a forecast for the first time in FUTRLI

Est Time: 60 mins
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.

Module 3.2: Importing an existing budget to create a 3-way-forecast

Est Time: 15 mins
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.

Module 3.3: Dealing with brought forward balances and GST/VAT

Est Time: 15 mins
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.

Module 3.4: Additional Forecasting Tips and Methods

Est Time: 15 mins
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.

Module 3.5: Best practice month end processes

Est Time: 15 mins
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.

Module 3.6: Assessment for basic forecasting

Est Time: 15 mins
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.

Module 4.1: Advanced forecasting methods Part 1

Est Time: 30 mins
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.

Module 4.2: Advanced forecasting methods Part 2

Est Time: 30 mins
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)

Module 4.3: Advanced forecasting methods Part 3

Est Time: 30 mins
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)

Module 4.4: What-if scenarios

Est Time: 60 mins
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.

Module 4.5: Forecasting using non financial data

Est Time: 30 mins
In this module you’ll learn how to utilise non-financial data to create advanced and accurate scenarios for your clients

Module 4.6: Advanced forecasting certification

Est Time: 15 mins
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.

Module 5.1: Reporting & forecasting for consolidated groups

Est Time: 60 mins
Clients with multiple business entities have more complex reporting needs. This module will cover these requirements and how to handle these organisations effectively.

Module 6.1: Internal roll out – the first 6 months

Est Time: 30 mins
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.

Module 6.2: Handling common internal objections

Est Time: 30 mins
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.

Module 6.3: Scaling FUTRLI externally

Est Time: 30 mins
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