✦ VFD Mastery delivers 28 hours of verifiable CPD – mapped to ICAEW, ACCA & CIMA requirements.      ✦ CPD budgets at work: compliance, reporting, forecasting & exit planning – all covered in Mastery.      ✦ Turn financial data into growth decisions with VFD tools & training.    ✦ Helping businesses improve cash, profits & exit readiness.    ✦ Forecasting, reporting, valuation – practical tools to run and grow your business

Advisory Edge - Get Started

This is the quick start Advisory Edge programme.

This course helps accountants and finance professionals unlock the power of Advisory Edge. In under an hour, you’ll learn to deliver high-value insights to clients using the Business Overview and Business Growth Model — with no complex setup or advisory background required.

Current Status

Not Enrolled

Price

Closed

Get Started

Module Content

Module 1: Welcome to Advisory Edge
What is Advisory Edge?
Module 2: Getting Started
Connecting Clients
Generating Your First Reports
Module 3: Business Overview Report
Making Client Reviews More Strategic
Module 4: Growth & Valuation Modeling
Business Growth Model Explained
Financial Snapshot (Tab 1)
5 Year Projections (Tab 2/3)
Business Valuation (Tab 4/5)
Creating Client Report
Module 5: Scaling Advisory Edge
First Conversations to Lasting Impact
BONUS CONTENT
Exit Readiness & IHT
Business Valuation
Client Conversation Starters
Report Samples
Advisory Edge: Quick Review