Financial Advisory and Coaching
What is a Certified Referral Partner?
Financial Advisory and Coaching
Seeking new clients or offering advisory services to your existing ones? Financially Fit Business is the tool you need in your tech stack.
Our certified financial referral partner program (CRP) gives you the tools to help your clients’ financial statements come alive®
The CRP program helps you identify good advisory and coaching business clients, how to talk with them about financial advisory and coaching services, and how to price them. Once they commit to monthly and quarterly reviews, our Financially Fit Business Experts can be a “second set of eyes” if you’d like us to look at the trends and give you potential questions to ask before you discuss them with your clients.
To join the program, take the NASBA group sponsored live class (6 CPE) or the on – line class (not NASBA sponsored). When you pass the test either in class or at the end of the videos, you’re enrolled in the CRP.
Click here if you’re interested in the NASBA class dates.
We are notified that you passed the test. Then you’ll receive our Financial Advisory Services in 5 Easy Steps Manual, webinars specifically for Certified Referral Partners, and support as you need it.
To join the CRP program, enroll in the on-line video programs below or click here to enroll in a group live program.
Here Are The On-Line Sessions
Session 1 – Overview
Session 2 – Profit and Loss statement mistakes
Session 3 – Profit and Loss trailing graphs
Session 4 – Gross Margin graphs
Session 5 – Net profit per unit graphs
Session 6 – Productivity graphs
Session 7 – Balance sheet mistakes
Session 8 – Balance sheet graphs overview
Session 9 – Liquidity graphs
- Current ratio
- Acid test
- AR/AP or AR+Cash/AP+credit cards
Session 10 – Debt graphs
- Debt/equity
- LTDebt/Equity
Session 11 – Usage graphs
- Receivable days
- Inventory days
Session 12 – Wrap up
These sessions give you the knowledge to help your clients decipher their business trends and spot impending issues before they become major crises.
There is an assessment at the end of the course. When you pass it you are added to our certified referral partners list on the FinanciallyFit.Business website.
Click the button below to get started today.