Introduction to VFD Pro
Welcome aboard! VFD Pro gives you the tools, insights, and support to strengthen client relationships, grow your practice, and deliver real impact. In this module, you’ll get a quick overview of how it all fits together and what’s next.
You’ve joined a community of accountants, advisors, and finance professionals who use VFD Pro to deliver deeper insights, stronger client relationships, and new opportunities for growth.
What You’ll Get from This Module
- A clear picture of what VFD Pro offers you.
- An understanding of how the VFD Academy supports your journey.
- A first action to get you moving.
Your To-Dos (optional)
- Watch the short “Introduction to VFD Pro” overview video.
- Make a note of one client or prospect you’d like to explore VFD with.
- Bookmark your VFD Academy Dashboard for quick access.
👉 Next step: When you’re ready, move on to Module 2: VFD Pro Portal to log in and set up your first client connection.