✦ 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

VFD Pro Webinar Series

Supporting finance professionals with development and skills growth

VFD BusDev Academy

Exit Preparation: The Legal Know‑How That Sets Accountants Apart
The “killer” exit‑planning topics that transform client and prospect conversations, proving your expertise. [VBDA]

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

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Introduction to VFD Pro CORE Insights

Run insight across your entire client base, spot opportunities and risks quicker, and deliver more than compliance without more time. [VCI]

Thursday 11th June, 2pm (UK), 60mins

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VFD Technical Academy

Start-Up Business Planning

Assist any entrepreneur by helping them prepare a 5 year 3-way forecast with associated supporting documentation. Perfect when applying for or assessing the funding or equity investment requirements in their business. [VTA]

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

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VFD Client Implementation Academy:

Set Your Advisory Service Apart with Proactive Tax Diagnostics.

In this session, we’ll be joined by Andrew Blyth from Diagnostax, who will demonstrate how their tool helps structure the tax advice process, uncover potential opportunities, identify where specialist input is needed, and give clients greater confidence that hidden value is not being missed.[VCIA]

Friday 19th June, 10:00am (UK), 60mins

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VFD Technical Academy

What Can I Do with my VFD Portal?

Ensure you are fully up to speed with all the functionality available within your VFD Pro Portal; Covering everything from managing client users to designing your own report branding. [VTA]

Fri 26th June, 10:00am (UK), 60mins

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ADVISORY FORUM

with Gaye Prime and Mark Baxter of Transforemotion who's credited by Anthony Pollock with transforming his ability to convert opportunities into sales, to the point where Anthony is turning prospective clients away (for now)

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

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VFD BusDev Academy

Setting appropriate expectations and delivery in the first 90-days are crucial for success - How to avoid a Foul-up.
Delivering reports and presenting information is only the beginning - to deliver real, transformational value, you need to become an effective manager, helping your client implement change. [VBDA]

Friday 3rd July, 10:00am (UK), 60mins

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Turn forecasts into funding-ready conversations

Build confidence in planning, and present numbers that stand up with lenders, boards and stakeholders.[FFPM]

Wed 8th July, 11:00am (UK), 60mins

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FiMBO Fast Track
Grow Your Business: The Foundations of Success

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

Session #1: Thursday 9th July 2026
3.30 to 4:30pm (UK)
Weekly for 6 weeks


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VFD Technical Academy

How Accountants Can Use VFD to Guide Clients Through the Annual Planning Cycle

Explore how accountants can leverage VFD to support their clients at every stage of the annual planning cycle. [VTA]

Fri 10th July, 10:00am (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]

Wed 15th July, 12:00pm (UK), 60mins

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FiMBO Fast Track
Unlock Hidden Profit: Quick Wins, Cash Flow & Margins

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

Session #2: Thursday 16th July 2026
3.30 to 4:30pm (UK)
Weekly for 6 weeks


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FiMBO Fast Track
Winning More from Customers

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

Session #3: Thursday 23rd July 2026
3.30 to 4:30pm (UK)
Weekly for 6 weeks


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VFD Technical Academy

Drop-In Session

If you have any queries or would like any advice on using VFD Pro, the reports/models, or support resources, please drop in and we'll be happy to help. [VTA]

Fri 24th July, 10:00am (UK), 60mins

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Business Development (or 'Acquiring Better Clients')

Being able to provide Part-Time FD and related Advisory services is academic, if you don't have a clear plan for how you will develop this side of your practice, that means having a strategy and a process to 1) generate leads / enquiries from suitably qualified prospects, 2) ensuring you can identify and clarify the problems your 'prospect wants to address (services they want to purchase), and 3) ensuring you can deliver an end to end, scalable, repeatable service.[BD]

29th July, 12:00pm (UK), 60mins

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FiMBO Fast Track
Know Your Number

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

Session #4: Thursday 30th July 2026
3.30 to 4:30pm (UK)
Weekly for 6 weeks


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FiMBO Fast Track
Exit Ready

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

Session #5: Thursday 6th August 2026
3.30 to 4:30pm (UK)
Weekly for 6 weeks


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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]

12th August, 12:00pm (UK), 60mins

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FiMBO Fast Track
Having A Plan

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

Session #6: Thursday 13th August 2026
3.30 to 4:30pm (UK)
Weekly for 6 weeks


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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 26th August, 12:00pm (UK), 60mins

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Turn forecasts into funding-ready conversations

Build confidence in planning, and present numbers that stand up with lenders, boards and stakeholders. [FFPM]

Wed 16th September, 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]

Wed 30th September, 12:00pm (UK), 60mins

Book Webinar

Business Development (or 'Acquiring Better Clients')

Being able to provide Part-Time FD and related Advisory services is academic, if you don't have a clear plan for how you will develop this side of your practice, that means having a strategy and a process to 1) generate leads / enquiries from suitably qualified prospects, 2) ensuring you can identify and clarify the problems your 'prospect wants to address (services they want to purchase), and 3) ensuring you can deliver an end to end, scalable, repeatable service.[BD]

14th October, 12:00pm (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]

28th October, 12:00pm (UK), 60mins

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Testimonials