✦ 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 Ready - Webinar Series

Supporting practices wishing to develop and enhance their ‘Advisory’ services

ADVISORY FORUM

Innovate UK

with Gaye Prime

27th November, 10:00am (UK), 60mins

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VFD Technical Academy: Offering Clear Strategic Financial Direction to Your Clients

Understand how the Strategic Planning Model can be used in practice with your clients. [VTA]

28th November, 10:00am (UK), 60mins

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Spot the Clients Who Need Your Help

Advisory-ready clients don’t always shout the loudest – but they’re the ones who need you most. Join us to identify your best advisory opportunities and act before it’s too late. [CAAM]

Wed 3rd December 12:00pm (UK), 60mins

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VFD Technical Academy: Building the Numbers Behind the Plan

Ensure you can get the most out of your forecast process, adding as much value as possible to your clients. [VTA]

5th December, 10:00am (UK), 60mins

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Advisory ROI

15 minute introduction

Refine your conversations with clients to unlock opportunity — with Gaye Prime

11th December, 11.00am (UK), 15 mins

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Help Clients Forecast with Confidence and Raise Funding Faster

Give your clients the clarity they need, and the credibility lenders want. Join us to help clients plan better and secure the funding they need. [FFPM]

16th December, 11:00am (UK), 60mins

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VFD BusDev Academy: How to Get More Referrals

This session will provide you with a paint by numbers, natural, non-salesy method for engaging with people, helping you make connections, and get more referrals [VBDA]

12th December, 10:00am (UK), 60mins

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FiMBO Fast Track
Growing Your Numbers

A 6-week live online programme (1 hour each week) helping business owners understand their numbers, improve cash flow, and build long-term value.

First session: Wed 14th Jan 2025
3.30 to 4:00pm (UK)
Weekly for 6 weeks


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Business Development (or 'Acquiring Better Clients')

Tired of relying solely on referrals for growth? Referrals are great, but what if you could build a pipeline of ideal clients? The ones who are bigger, value your expertise, happy to pay a premium? If you're ready to attract the right kind of clients, and more of them, this is for you.[BD]

28th January, 4:00pm (UK), 60mins

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Advisory Edge: The Fast Track to Strategic Conversations

Deliver instant insight and unlock high-value opportunities — without adding hours to your day. Join us to see how Advisory Edge creates maximum impact with minimal effort.

11th February, 4:00pm (UK), 60mins

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Acquiring New Clients - You Need the Right Bait

What if you discovered a generous tax break a business should be getting — but their current accountant missed it? Now imagine this: less than 1% of eligible businesses (and their accountants) even know it exists. That’s not just an opportunity — it’s a conversation starter and it's highly likely to win you new clients. Discover how to use this powerful insight to grow your practice. [BD]

18th February, 11:00am (UK), 60mins

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Why Strategic Planning Fails, and How to Get It Right with Clients

Turn your clients’ big ideas into real, actionable plans they can stick to. Join us to help clients plan smarter and follow through with confidence. [SPM]

25th February, 10:00am (UK), 60mins

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Spot the Clients Who Need Your Help

Advisory-ready clients don’t always shout the loudest – but they’re the ones who need you most. Join us to identify your best advisory opportunities and act before it’s too late. [CAAM]

11th March, 12:00pm (UK), 60mins

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Help Clients Forecast with Confidence and Raise Funding Faster

Give your clients the clarity they need, and the credibility lenders want. Join us to help clients plan better and secure the funding they need. [FFPM]

25th March, 12:00pm (UK), 60mins

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Client Conversations: From Routine Meetings to Strategic Impact

Every meeting is a chance to lead, advise, and add value – if you structure it right. Join us to elevate your client conversations and become the advisor they truly need. [CDM]

15th April, 2:00pm (UK), 60mins

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Testimonials