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CPA Member Benefits

strategic advisory isn’t luck, it’s a method. this is where you learn it.

CPA Australia members now have access to strategic advisory training through Leaders in Business

advisory method certification training (level 1) is for you, if...

  • you’re having advisory conversations, but they feel inconsistent
  • you want a clearer way to structure discussions with clients
  • you care about helping clients make better decisions
  • you’re curious about advisory, but not ready to overhaul your entire firm
  • want a practical approach built by advisors who do this with real firms

after completing training you'll be able to...

understand
the advisory method
structure advisory conversations with greater clarity
identify the key outputs clients need
use templates to capture decisions and next steps
feel confident
in leading
advisory conversations
Level 1 training how it worksA

how the advisory method certification works

  • Live, online, interactive 3-hour training session
  • Learn the foundations of high-impact advisory conversations
  • Step into the 'Business By Design' framework
  • Understand the 5-step Advisory Method
  • Complete the session and receive your Advisory Method Certification (Level 1) & 6 CPD points

Exclusive member rate | $299 + gst | (normally $500 + gst)

Recognised by CPA Australia as part of member learning and development. Built for accountants looking for a better way to approach advisory day-to-day.
Member Benefits Logo RGB
Brent Szalay
Level 1 what comes next

this is where advisory starts to click

You stop second-guessing how to approach client conversations. You know what to focus on, what matters and what to prioritise next. Advisory becomes easier to run, not something you have to figure out each time.
I'm doing a lot of compliance at the moment, which I feel like I want to get out of. Coming to this course has opened up a whole new structure that I can bring back to the firm.
RACHAEL CROWTHER
Director, Mintco Business Solutions
RachelCrowther

upcoming advisory method certification training (level 1) - limited places available -

secure your CPA
member rate:
$299 + gst
(normally $500)

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A structured advisory program for those who give a damn about small businesses

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Practical insights on advisory, strategy and firm leadership, delivered without the noise.
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