Click here to access the course page and register for the Zoom session.
This is a live CPD event
How to register for the Zoom session:
• Navigate to Course content on the right-hand side of the course page
• Click on the ‘Zoom registration’ lesson
• Click on the ‘Click here’ button to register and receive your Zoom link.
This webinar is designed to help financial professionals learn practical ways to use analytical review techniques when working with clients. The goal is to show you how to use these techniques to improve the quality of management accounts, give better business advice, and make independent reviews more effective.
During the session, you’ll learn how to look at financial information in a way that brings out important insights—like spotting patterns, trends, or even potential problems in a client’s financials. This will help you provide clearer, more valuable feedback to your clients, so they can make better decisions for their businesses. You’ll get hands-on examples and real-world tips to help you understand how to apply what you learn directly in your work.
Whether you’re helping a client with their monthly accounts, advising them on how to grow their business, or reviewing financials as part of an independent audit, these techniques will make your work more thorough and valuable. By the end of the webinar, you’ll feel more confident in analyzing and discussing financial information with clients, adding real value to your services.