Advisory 101 - Advanced Diploma Course
'Advanced Advisor'
Advisory 101
The Advisory Qualification for Accountants
Advisory 101 for Accountants offers you the world’s first comprehensive training program to develop the essential advisory skills to enable you to achieve the distinction of becoming a Qualified Business Advisor (QBA). This enables you to be appreciated by your clients and colleagues as a specialist in 'whole of client' centric advisory services.
The high-level curriculum, supported by online and self-study resources, provides a wide understanding of the advisory landscape including the skills and knowledge needed to create new and lucrative advisory revenues.
The full course includes 12 modules covering the key elements of client-centric advisory, including ‘Integrating a Whole of Client Approach’ and ‘The Advisory Pricing’.
Advisory 101: The Advanced Diploma Certificate
THIS COURSE CAN ONLY BE PURCHASED IF YOU HAVE ALREADY PURCHASED AND COMPLETED BOTH THE FOUNDATION CERTIFICATE AND THE DIPLOMA CERTIFICATE.
Go from a 'Qualified Advisory' to an 'Advanced Advisor'
Once an Advisor has completed the Foundation Certificate and the Diploma, the final step is the Advanced Diploma. Advisory 101 Advanced Diploma will enable the Advisor to be able to fully implement a plan for advisory within their firm that enhances the opportunities for growth and ensures a significant return on investment.
Following on from Level 2, the Advisor will be able to fully implement a plan for advisory within their firm that enhances the opportunities for growth and ensures a significant return on investment. This includes an increased knowledge of the science of engagement to support a truly 'client-centric' approach to the firm’s positioning and messaging. This is essential to embed an advisory led culture within a firm.
The price for the Diploma certificate is per candidate. Content and certification can not be shared.
Overview of modules included in The Advanced Diploma Certificate:
Module Nine – The Science Behind Engagement and Trust
This module explores the science of engagement, trust in client relationships, and the key elements required. It explains how vital quality open questions are and how relationships and roles develop and what are the key ingredients of quality engagement.
It explores positive change and how this can be developed as well as why people do what they do, or just as importantly, do not do, and how to deal with this in client engagement interactions is covered. The importance of framed and structured meetings is also explained. At the end of this module, you will have a better understanding of the science behind engagement, motivating people, and building trusted business relationships.
Module Ten – Getting Serious About Whole of Client Growth
This module looks at how tax is a gateway to whole of client care and extensive opportunities. It explains the key performance factors driving growth in an accounting firm as a WIN. It acknowledges that BUSY can be a 4-letter word to growth and explores options on how to create space for this growth and specifically reflects on some delegation ideas.
Targeting new clients and existing clients for increased spending, within a plan and using the whole of client, step by step engagement approach is covered. At the end of this module, you will understand the key drivers of growth to target and build a plan.
Module Eleven – Getting Serious About Whole of Client Marketing
This module explains how to get more serious about whole of client services by incorporating a client-centric approach in your firm's positioning and messaging, in your website, your marketing materials and your growth activities.
Positioning and messaging is important to establish your personal brand within the overall firm's brand and to consider the benefits of niche sector sub-brands, all incorporating the whole of client advisory messaging. At the end of the module, you will understand what areas need to be considered to enable getting serious about whole of client marketing.
Module 12 – Getting Serious About Whole of Client Process
This module explains how to get more serious about whole of client services by implementing an integrated defined Advisory Process. The options for acquiring or developing a delivery platform and ideas on a Standard Operating System (SOP) or workflow process are explored, as both are vital for the successful implementation of whole of client services.
The value and ultimate aim for a whole of client culture in a firm are covered. At the end of the module, you will understand what areas need to be considered to enable you and your firm to get serious about a whole of client advisory process.
This course: Advanced Diploma Certificate - Advanced Advisor – Modules 9, 10, 11 and 12
Following on from Level 2, the Advisor will be able to fully implement a plan for advisory within their firm that enhances the opportunities for growth and ensures a significant return on investment. This includes an increased knowledge of the science of engagement to support a truly 'client-centric' approach to the firm’s positioning and messaging.
This is essential to embed an advisory led culture within a firm.
Course Information
Each module will include:
1. A video lecture
2. A workbook enterable PDF with:
3. Exam questions
4. Designated correct exam answers for marking
5. Total CPE time for a module will include watching the video and completing the workbook.
How Advisory 101 is delivered
Proposed video structure of screen visuals and voice-over, with three learning stages:
1. Introduction to learning objectives, workbook and module learning stages.
2. Learning Stage 1 video with a pause at the end for reflective self-question and use of the workbook.
3. Learning Stage 2 video with a pause at the end for reflective self-question and use of the workbook.
4. Learning Stage 3 video with a pause at the end for reflective self-question and use of the workbook.
5. A summary, exam questions and close.
Introducing the Advisory 101 Team
Bringing expertise together to The Advisory Qualification
Martin Bissett, Founder of USP
Martin Bissett is the founder of the Upward Spiral Partnership (USP), the international consulting firm that specialises in enabling the accounting profession to win higher-end clients, create leaders from their ranks and save lives.
His professional purpose is to alert the accounting profession to the profound outcomes that their advisory expertise can create in the lives of their clients.
At the same time, he also alerts the accounting profession to the profound difficulties that can arise in the lives of their clients when they choose not to educate their clients about the impact that their advisory expertise can have.
The Upward Spiral Partnership is the 4th business Martin has played a key role in building and the first of his own.
In the first 5 years of USP, Martin has:
- Been engaged/retained by 4 of the World's Top 10 Accounting associations and 6 of the Top 10 in the UK.
- Authored 9 books including Passport to Partnership, content from which has been adopted into the curriculum of AAT Level 3 courses, and taught in selected UK colleges and US CPA Societies.
- Been retained by Accountingweb as a judge of their prestigious practice excellence awards for three years in a row.
- Been highlighted as ‘one to watch’ in AccountingToday’s Top 100 Most Influential countdown for 2 years running.
- Spoken on 4 continents.
- Created several trademarked items of intellectual property including the ACCOUNTS™ system and ‘Martin’s Relationship Pricing™’ Model.
- Written for several professional publications including AccountingToday, AccountingWeb, CPA Practice Advisor and Chartered One.
- Sat on many international expert panels and guested on professional podcasts in the US, UK, and Australia.
- Sits on a parliamentary steering committee tasked with bringing advisory services to the fore in the accounting profession.
The outcome of Martin’s work is profitable new business for the practices he is engaged by, alongside the fine-tuning of teams of partners and emerging leaders who can develop new business by increasing their commercial awareness for themselves, without significant ongoing third party assistance.
Previously, Martin served 10 years as a director (appointed at age 26) on the board of a marketing consultancy firm serving the accounting profession. There, he held the responsibility for the growth of the client base including six of the U.K.’s top 30 accountancy firms.
He now coaches, mentors, speaks, trains and consults with accounting firms worldwide.
In total, he has worked with over 1800 firms of accountants and found it unnecessary to keep track of his contributions to the new business growth of those firms once it surpassed £500m collectively.
John Thompson, Founder and MD of F3C
John is The Advisory Guy and is the Expert in how to successfully deliver advisory services.
He is one of the Founders and the MD of F3C, a company that enables accountants and their firms to build the structures and processes required to deliver advisory services by providing them with CAS - The Complete Advisory Solution
He is an FCA with the ICAEW and former national partner with a Top Ten firm. He was New Business Director in a Regional Practice which tripled their Top Line in two years by focusing on Advisory Led approaches before selling to a Top Ten firm for several million pounds.
He has also worked in the Corporate World with, what was at the time, the UK's largest Leisure Corporation and was FD of a fast growth SME.
He co-authored the Growth Program Service Manuals of a Top Ten firm where he trained and coached more than 100 partners and managers.
He continues to train and coach advisory skills and techniques, and the development of business advisory strategies, for firms of all shapes and sizes, and is also a NED and Board Advisor to several SME's.
He is a key member of the CAS Product Development Team.
John describes himself as a simple Geordie who fell into accountancy by accident, quickly realised that working with clients beyond the numbers is what makes the biggest difference to them, and now passionately believes there is a place for all accountants in an advisory led future.
Tony Sandbach, Co-Founder of F3C
Tony is one of the Founders of F3C, a company that enables accountants and their firms to build the structures and processes required to deliver Advisory Services successfully by providing them with CAS - The Complete Advisory Solution.
He is a Qualified Coach, an FCA with the ICAEW, and former partner with three Top Ten firms. He is also the former President of the East Anglia Society of the ICAEW.
As Chairman of the Audit Committee of a Top Ten frim and author of their Audit manuals, Tony travelled around the UK and Ireland delivering audit training and technical updates for partners and managers but also client engagement and the art and science of advisory services.
He co-authored the Growth Program Service Manuals of a Top Ten firm and continues to train and coach advisory skills and techniques and the development of business advisory strategies for firms of all shapes and sizes.
He is a key member of the CAS Product Development Team.
Tony describes himself as an army brat who grew up in Germany and Cyprus before returning to the UK when his father set up an engineering business in the North of England, before training as a Chartered Accountant.
Richard Walters, CEO of HWL Innovation Ltd
Richard Walters is one of the leading experts on strategic planning for entrepreneurial owner-managed businesses and led the way as a Thought Leader in the UK, as the inventor and author of the Strategic Planning Toolkit and the Complete Advisory Solution, which have been successfully used by accountants with their clients, for over 15 years now in the UK, Ireland, Canada, Africa and the USA.
He started, as so many chartered accountants, by forming his own start-up practice, and developed an expertise in advisory services which enabled it to grow significantly and when it was sold to a Top 10 firm, he employed approximately 80 people. Richard now focuses on helping accountants grow client-centric, 'whole of client' advisory services in their firms using virtual meeting toolkits through a number of strategic partnerships around the world.
Richard is the author of the acclaimed thought-leading book for accountants, ‘Delivering Advisory Services – the essential guide’ and is author of several books on small and medium-sized business strategy and success, with book total sales now over 100,000 worldwide.
He is also a serial entrepreneur and notably took one business in partnership with others, from an innovative cottage industry manufacturing start-up to its ultimate sale to a public listed company and to this day the boiler is Europe’s biggest-selling electric boiler.