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Deliver ‘Finance as a Service’ with the VFD Mastery Programme…

… 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, Grow & Exit Successfully

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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
16th February 2023

Every Thursday 2pm to 4pm (GMT) for 12 weeks

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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

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