Programme Overview
The demand for senior financial leadership has outpaced the supply of full-time CFO capacity. This short course equips experienced finance professionals to package their expertise as a deployable, scalable advisory service — from structuring mandates and pricing engagements to building repeatable client delivery frameworks that command institutional fees.
"The most valuable thing a senior finance professional possesses is not their technical skill — it is their judgement. This course teaches you how to package and price it."
What You'll Learn
- Design a fractional or embedded CFO service with clearly defined scope and deliverables
- Build pricing models for retainer, project, and outcome-based advisory mandates
- Develop a client acquisition strategy using your existing network and positioning
- Create repeatable delivery frameworks, reporting templates, and client governance structures
- Navigate risk, professional liability, and engagement terms for independent CFO advisory
Programme Modules
Who This Programme Is For
Senior finance professionals — FCs, FDs, CFOs, and FCCA/ACA-qualified practitioners — looking to transition into, or formalise, an independent advisory practice. Equally suited to those building a portfolio CFO career alongside employed roles.
Designed to be completed in two focused weeks alongside existing commitments. Includes templates, pricing calculators, and engagement letter frameworks. Get in touch →
Stratify Insights · Academy · Practitioner-derived, built for institutional application.