Course ID: SSVA

Skill Sets of a Valued Advisor

As the profession is focusing on becoming more of an advisor to clients, many are asking what skills we need to hone in order to deliver these services well. Technical knowledge is foundational to earning trust, but there are soft skills to strengthen, or develop, to connect with a client.


Learning Objectives

  • Identify the skills needed in accounting professionals to fulfill the role of trusted advisor
  • Articulate why these skills are important to the future success of accounting services
  • Create a plan to develop these competencies in team members

Major Topics

  • The impact of effective facilitation skills
  • Applying critical thinking to get past unconscious bias and find solutions
  • Building communication skills and ability to ask the difficult question
  • Using mentoring and coaching skills to empower a client struggling

Advanced Preparations

None


Who Should Attend

Early career through senior level accounting professionals; HR professionals focused on educational programs for accounting professionals


Fields of Study

Business Management & Organization

Prerequisites

None


Provider

Business Learning Institute

CPE Credits

1

Level

Basic

This course is available for your group as:

 

Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.


Or, contact BLI: 888-481-3500 or team@blionline.org
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