… free up time to INCREASE OPERATIONAL CAPACITY
… improve RECRUITMENT & TEAM RETENTION
… Increase your RECOVERY RATE
Guide your clients towards a more profitable future, helping them Survive, Thrive, Scale & Exit Successfully
Support Clients from Start-up, to Scale-up, to Successful Exit
- Focus client meetings on future growth & equity potential.
- Deliver Management Information and regular Financial Review meetings.
- Growth Planning to deliver Performance vs Forecast Reporting.
- Support clients as their part-time FD / CFO.
- Deliver ‘Finance as a Service’, helping clients also prepare for a successful exit?
4 Hours of Certifiable CPD
Session Recordings + Client Discussion Guides
Interactive Learning Management System
Foundation for the VFD Mastery Programme
Next Programme Starts
Thursday 26th October 2023
Every Thursday 2pm to 4pm (GMT)
Module 1: Compliance+
Future Focus & Potential for Growth Leading to Increased Fee Income
Module 1 covers everything you and your team need to know to deliver added value and execute your Compliance+ Strategy to increase fees, upskill your team and engage and upsell clients. The key topics covered include:
- Using the VFD Pro Portal to add clients and generate the core collateral you will need
- Using the Client Discussion Model to deliver a Future-Focused discussion with clients
- Introduction to FiMBO (Financial Management for Business Owner Training Programme)
- The Business Overview Report – So What Guides, VFD Academy, and the LMS
- Adding Qualitative information to augment pure financial information to add more value
- The client journey: Adding value, testing, and measuring to de-risk fee increases