How to Develop a Lucrative Practice

Overview

This advanced financial modeling course will teach you how to perform Excel sensitivity analysis with a focus on practical applications for professionals working in investment banking, equity research, financial planning & analysis (FP&A), and finance functions. The tutorial goes step by step through all the formulas and functions required to perform the analysis in Excel from scratch. By the end of this course, you will have a thorough grasp of how to build a robust sensitivity analysis system into your Excel financial model. Form and function are both critical to ensuring you can handle quick changes and information requests when you’re working on a live transaction.

Highlights

• Identify your specific client niche
• Create information magnets for leads
• Develop compelling and clear landing pages
• Maintain consistent communication
• Master the consultative sales approach
• Present tailored, solution-oriented deliverables
• Deliver consistently exceptional client service
• Actively request client referrals early
• Transition mindset from CPA to CEO

Prerequisites

None.

Objectives

• Develop a strong belief system centered on delivering exceptional client value and building a sustainable practice.
• Establish effective marketing principles tailored to attract and retain high-level professional clients.
• Identify and capitalize on current opportunities within the accounting industry for immediate and long-term growth.

Preparation

None.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.