Gain insights from other successful practitioners on how to become a trusted advisor


Date: Aug 22, 2024 - Aug 22, 2024

CPD hours: 1 Hour

Time: 10:00 - 11:00

Event Type: Webinar

Presenter: Annelien Feldtmann
CA(SA), MCom, ICR  

Gain valuable insights from accomplished professionals in the field on the strategies and approaches to becoming a trusted advisor.

Overview    

Gain valuable insights from accomplished professionals in the field on the strategies and approaches to becoming a trusted advisor. Learn from their experiences and expertise to enhance your own skills and establish yourself as a reliable and respected advisor in your respective industry.  

Join Annelien Feldtmann CA(SA) on 22 August 2024, from 10:00 a.m. to 11:00 a.m. for this first in a series of 4 webinars that explore and show you how to integrate learnerships within your organisation as a strategic choice.  


 Learning objectives   

  Attending this webinar will equip you with the following skills:  

  • Defining the trusted advisor role 

  • Sharing practical insights from successful practitioners 

  • Promoting continuous learning and specialization 

  • Strengthen ethical foundations and client-centric approaches 


Content   

  The webinar will cover the following topics:  

  • Defining the role of a trusted advisor in the contemporary business landscape. 

  • Personal narratives from accomplished advisors on their journey to becoming trusted experts. 

  • Effective communication strategies and techniques 

  • Developing expertise 

  • Integrity and trustworthiness 

  • Problem solving and client centric approaches 


Obtaining your CPD certificate  

This training is compliant with the International Education Standard (IES7) issued by the International Federation of Accountants and recognised for CPD by relevant professional bodies including ACCA, CIMA, IAC, IIA, SAICA and SAIPA.  

All attendees are issued with a CPD certificate available in an online profile.  


 About the presenter  

 Annelien Feldtmann CA(SA), MCom, ICR   

Annelien Feldtmann is a Chartered Accountant (SA) with 21 years of experience in the public and private sector. She is a qualified Executive, Business and Career Neuro-Coach with clients in the UK, USA and South Africa.    

Annelien has been involved with distance learning institutions and compiled the curriculum transformation competency framework for the College of Accounting Sciences at the University of South-Africa (UNISA). She was a SAICA reviewer and registered assessor with in-depth knowledge of the SAICA Competency Framework and learnership requirements. Annelien is currently the chairperson of the Assessment Committee, as well as assessor of the South African Institute of Taxation (SAIT).  


 Who should attend?  

 The following persons will benefit from attending this webinar:  

  • Practising accountants including: CA(SA), Professional Accountant (SA), AGA(SA), FCCA, BAP(SA), BA(SA) and ACCA.  

  • Registered auditors.  

  • Audit managers.  

  • Trainee accountants.  


Price          

  • R 265.00 - Online admission - Individual.  

  • Group Price 1 - From R109 per person (up to 5 users)  

  • Group Price 2 - From R71 per person (up to 10 users)  

  • Group Price 3 - From R64 per person (over 11 users)  

  

Steps to register for the event:   

If you already have a profile, login and register for the webinar.  

If you don’t have a profile, create a free profile then login and register for the webinar.  

Click here to create a free profile (There is no charge to create a profile and gain access to our free Monthly Practice Management Series).  

Click here to find out about the Technical Resource Centre & CPD Subscription options.  


Additional material  

  By attending this webinar you will be provided with:  

  • A summarised slide presentation.  

  • Reference documents and/or course material where available.  

  • You can ask questions during the webinar and you will also have access to the presenter after the webinar.  


Corporate training solutions  

At SA Accounting Academy, we recognise the evolving needs of businesses in today's dynamic environment. Beyond our standard webinar offerings, we provide tailored corporate training solutions designed to empower your team with the latest in accounting and professional skills. Whether you're looking for online sessions or face-to-face training, our programs are crafted to ensure a comprehensive and engaging learning experience. 

Drawing inspiration from modern training methodologies, our corporate solutions are interactive, adaptable, and focused on real-world applications. We prioritise hands-on learning, ensuring your team can immediately apply their newfound knowledge in practical scenarios. 

Interested in a bespoke corporate training experience? Reach out to us at [email protected] or call 010 593 0466. Together, let's design a training program that elevates your team's capabilities and aligns with your organisational goals. 


 Contact us  

  Have any questions or need any assistance? Contact us today!  

 

Save this event to your Google or Outlook calendar.


Venues & Dates

The following venues and dates are available for this event.

I'm ready to join, please contact me

Need Help ?

Explore Smarty