The Business Analyst – Beyond The Numbers
This course has been a great investment. In time I hope to implement everything I learned, but, to be honest, implementing just some learned points is a big strive forward for my business. This course will help my clients, which in turn, will help my business. Helping my clients improve their businesses is good business for me. This course has been the best professional development I have done to help my clients in this way.
Extremely useful, would certainly recommend this course to my colleagues, thank you very much!
A great course that encouraged me to really consider what’s important to the client. It’s not rocket science, just a clearly defined set of steps that will help me better understand the numbers and add value to client relationships.
I have found this course well structured to introduce me to consulting in financial services analysis. I have gained valuable technical knowledge from the presentation and course materials. I am confident that I can apply what I have learnt in my practice.
Excellent course. The assessments and the marking ensure that you are fully engaged! I feel I have learnt a lot; which I will be using in the future. Thank you.
Client Service Administrator
I have really enjoyed this course. It has enabled me to think about my role within the firm in a different way, as someone who is capable of implementing changes instead of just processing tasks. I have become more proactive in my thinking and now able to challenge myself in my role but also able to challenge my manager and the firm.
This course provided everything we were looking to get out of it for not only our Administration team, but also for our technical team. It was very eye-opening as to what we needed to improve as a firm and I will highly recommend this course to anyone thinking of participating.
This course was not only valuable to the administrative team, but helped the whole firm in developing systems and processes to really manage client relationships and workflow in a proactive way. The SMART actions are a great way to convert theory into practice. Thanks for a great course.
The course was very helpful to me as I learnt a lot about how to become an effective administration services manager. At first it took me a while to finish this course due to the workloads and commitments but while on the process of learning and doing the course I also learn to manage my time and able to accomplish whats needs to be done. Its a very good example of time management. I have now implementing and taking steps of all the things I learned in this course. I would recommend this course to our future admin staff as it is very helpful.
This course has given us a lot of discussion points. It allowed us all to see what we are doing differently and become a more cohesive team. It had many different ideas we hadn’t thought about and allowed us to think outside of the box. We also were able to spend the time together and it enhanced our team relationship. Thank you.
The Proactive Accountant
Fantastic course. You focused on the soft skills which many of us would have simply brushed off as unimportant or “core” to the necessary skill sets / job scope of a traditional accountant. As we gravitate further away from traditional roles, this course has helped me profoundly in identifying possible futures and opportunities in this role.
This course is simply great! The presentation and slides are straightforward for us to understand, but meanwhile it’s highlight things that’s important for us accountants to add value to our client, to our firm and to ourselves. As an accountant who’s been in the industry for 5 years, I still learnt quite a lot from this course. I can imagine how beneficial this is going to be for those who just started their career.
When I first enrolled in this course, I was sceptical, after all what could I learn after already working in public practice for 4 years? I was wrong – this is the most beneficial course I have completed since deciding back in year 12 that I wanted to be an accountant (even more so than my degree or CPA)! It teaches you so many of the basic skills required to operate as efficiently as possible and encourages you to think in new ways and approach difficult situations from a new angle.
A great course that I would recommend others to do. It has worked really well being able to apply/relate it to my firm.
Team Coaching for Managers
Fabulous course, very enlightening. It all seems just like common sense however going through each of the modules it really puts in place procedures that all interlink for the coaching experiences and approaches that should be used..
Great value in showing how I can give my team responsibility for their role. The 9 coaching questions are invaluable in encouraging my team to come up with solutions and implement them directly.
Team coaching is one of the most overlooked skills of a manager. This course showed me how I can work with my team members to get jobs completed and invoiced in a timely manner. It’s also great for team members to understand that they have responsibility for work delegated.
The Proactive Manager
This course has provided such a wealth of information that will be useful for many years to come. I have implemented many workflow and advisory practices mentioned in this course and have seen results for the business and for me individually. I always thought I would prefer the compliance manager role, however this course has provided me with a desire to move into a more advisory focus. This course has provided me with the confidence to have in depth discussions with clients and has provided me with the tools to grow and develop both professional and personally. I am blown away by the amount of information provided and am really glad I under took this course.
I feel the course raises key points and self reflection for accountants waiting to take the leap to the advisory role. Good course and definitely recommended
This course really made me think outside the square and challenged my thinking in a variety of ways. I have learned so much and have thoroughly enjoyed every part of it.
I have found this course to be terrific to undertake. It has helped me greatly and there is a lot of work to be done next year. Thank you for all your assistance. I would rate this course 10/10.
Very helpful for someone starting out in Marketing, and the support from Dale has been top-notch.
Build Your Fee Base
This course has been really good, thanks.
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