CPD

11 Unit Course

Customer-Centric Leadership for Accountants

 

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OVERVIEW

Course Information

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This track equips finance leaders to turn rigorous accounting into experiences clients genuinely value, clarity, speed, fairness, and trust. Grounded in real practice, the course shows you how to strengthen day-to-day engagement, communicate complex information in plain English, and lead teams to embed customer-first habits. You’ll explore the human side of service, emotional intelligence, difficult conversations, and repairing trust, then extend this into culture, coaching, and lightweight innovation that measurably improves client outcomes. Finally, you’ll learn where AI meaningfully streamlines reporting and client communication (and where guardrails are essential) so quality and ethics are never compromised.

This is a 11 unit CPD track that is made up of following sections:

This course is made up of the following sections:

  • Strategic Client Consultation for Accountants (videos, interactive contents, and quiz)
  •  Building Emotional Intelligence in Accounting (videos, interactive contents, and quiz)
  • Client Relationship Management (videos, interactive contents, and quiz)
  • Leading a Customer-First Culture (videos, interactive contents, and quiz)
  • Streamlining Client Reporting and Communication with AI (videos, interactive contents, and quiz) 
  • Additional readings

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