Global Network for Practising Accountants
The argument in favor of using filler text goes something like this: If you use real content in the Consulting Process, anytime you reach a review point you’ll end up reviewing and negotiating the content itself and not the design.
ConsultationThe Certificate in Practicing Accountant & Finance Planner is designed for professionals seeking to merge accounting expertise with personal and business financial planning skills. The program covers practical accounting practices, compliance requirements for practicing accountants, and strategies for financial planning, budgeting, and wealth management.
Accountants aiming to register as
practicing professionalsFinance officers expanding into
advisory and financial planning servicesEntrepreneurs providing
bookkeeping and financial planning solutionsGraduates aspiring to enter the
accounting and financial advisory fieldBy the end of the program, participants will be able to:
Apply professional accounting
principles in daily practicePrepare statutory and management
financial reportsDevelop short- and long-term
financial plans for individuals and businessesAdvise clients on tax efficiency,
investment planning, and cash flow managementUphold ethical standards and
compliance obligations as a practicing accountantProfessional Practice Standards for Accountants 6 hrs
Financial Reporting & Statutory Compliance 6 hrs
Tax Planning Fundamentals 6 hrs
Budgeting, Forecasting & Cash Flow Management 6 hrs
Investment Planning Basics 6 hrs
Retirement & Wealth Management Strategies 6 hrs
Client Advisory & Relationship Management 6 hrs
Ethics, Governance & Practice Management 8 hrs
Practical accounting assignments
Final project: Designing a
financial plan for a simulated client portfolio
Graduates will receive the SOPA Certificate in Practicing Accountant & Finance Planner, enabling them to operate as professional practitioners and provide strategic financial planning services.
