*** VEUILLEZ NOTER que puisque cette formation est offerte en anglais seulement, les détails s’y appliquant n’ont pas été traduits.
Course description
This course is for Accounting Professionals who want to improve their skills in engaging with clients or customers, including how to proactively manage the client acquisition cycle to attract more of the right clients, more quickly. Professionals will learn effective client acquisition techniques and how to apply proven client acquisition practices in a way that is consistent with the International Code of Ethics for Professional Accountants.
You will learn how to build client rapport, build your personal credibility and brand as an Accountant, and create the foundation for deepening your business relationship with the client over time.
For those seeking a more meaningful learning experience, the course includes "Wisdom Points" - challenging statements about your internal level of confidence and emotional intelligence that affect your relationships with clients at every stage of the client acquisition cycle.
Price: $79.99
Verifiable Hours: 2.50
Ethics: 1.00
Course content
In this course you will learn to
1. Identify and manage the 5 stages of the client acquisition cycle.
2. Apply the International Code of Ethics for Professional Accountants at every stage of the client acquisition cycle.
3. Establish trust and credibility with clients before, during and after the initial meeting.
4. Identify the 4 elements of your personal brand and how to create them.
5. Recognize and apply the 3 variables that shape the acquisition cycle.
6. Identify 3 ways to make persuasive recommendations to prospective and current clients.
7. Ask clients for a commitment to take the next step.
8. Investigate and understand clients' deeper and unexpressed needs.
9. Techniques to identify the 4 types of concerns that clients may have and how to address them.
10. Identify and apply the 4 steps to renew and expand your client relationship.
Course provider
ProDio Audio Learning Inc. is a pioneering company in the realm of mobile audio learning, established in 2017. They are recognized as the first formal mobile audio professional development company in the world.
ProDio’s “story style” audio courses leverage neuroscientific evidence that imagination engages multiple brain regions simultaneously, which enhances the learner’s creativity and innovation. ProDio’s well-written, well-acted and well-produced courses include scenarios, stories and analogies that are proven to increase engagement, retention, and emotional connection in learning. This innovative approach makes it convenient for busy professionals to learn on the go and transforms everyday activities into opportunities for professional growth and continuous learning. Their immersive audio courses are crafted by experts and allow users to earn CPD/CPE credits while engaged in other activities, such as commuting, walking the dog, or cooking dinner.
ProDio’s innovative learning model has been transforming professional development with over 55,000 engaged learners and an average evaluation of 4.72 out of 5. Of course, all courses include downloadable handouts, templates, quizzes and evaluations.
Delivery format
The convenience of downloading courses onto your phone and being “free from your screen”. Free to commute. Go for a walk. Exercise. Do some gardening or simple chores. Just listening. Our audio courses include scenarios, stories, analogies and interviews that allow you to create the visuals with your own imagination. This is how we guarantee you a completely unique learning experience.
Course access
Once purchased, ProDio sessions can be accessed via the Learning Hub in your CPA New Brunswick member portal. Please click HERE for more details. Sessions will be available for 180 days post-purchase.
There are no cancellations or transfers available for any ProDio courses.
Recording CPD hours
CPD hours will not automatically be credited to your member profile. You are welcome to manually record your CPD hours on in your online member profile or track your CPD in any other manner you see fit to suit your needs.