Client Advisor Program (CAP)
A remote program of five video roundtables over four months, teaching experienced CPAs and consultants advisory skills to deepen client relationships beyond compliance work. Class size is 14, with homework between roundtables and up to 12 CPE credit hours.
- Run by
- ConvergenceCoaching
- Format
- Cohort course
- For
- Senior leadersProfessionals
- Who it suits
- Experienced managers, senior managers and partners who manage client relationships and have some business development experience.
- Region
- North America
- Delivery
- Online
- Length
- 4 months (five roundtables)
- Cohort size
- 14 places
- Topics
- Advisory skills, Client relationships, Accounting profession
What the program includes
- Five remote roundtables
- Homework assignments
- CPE credit