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Online Course (video only) – Recorded
Free:  48 min video presentation only – .75 Category C Free PDU
Presented by: Finance Learning Academy
Dedicated to helping financial professionals advance their careers.

OR … Purchase the entire course from Proformative
for $199.USD USD and record it as 1.5 Category B PDUs
When purchased it qualifies as a “Category B Opportunity”

The Purchased Course Includes: All Presentations,  Knowledge Checks, Slides/Transcript  and the Strategic Advisory Toolkit

This course will give you the keys to developing your ability to advise your clients, internal or external, on their business strategies.

Instructor Blair Cook will discuss strategic management principles in a practical context for small- and medium-sized business application, and focus on the essentials you need to know to participate, facilitate, and converse with your clients about their strategy.

This is an outstanding opportunity
To add further value to your client relationships.

In this course Blair will  cover how to assess your client’s current and future strategy, strategy development, and performance management.

Learning Objectives:

  • Recognize elements of your expertise that enable your client’s strategic management process
  • Define elements of a good strategic planning process
  • Identify how to advise your clients on developing and executing strategy

Throughout the course Blair will feature a case study to assist you in understanding and applying the principles taught.

Upon completion of this course, the learner will be able to:

  • Gather information,
  • Analyze data, and
  • Provide value-added advice to your clients

With the purchase of the course you will also receive a turnkey strategic management toolkit that you can put to use right away with your clients, including the 20 key questions that all good strategies need to address.

View the videos below:

Lesson 1 – Strategic Advisory Services


Lesson 2 – Defining Strategy

https://www.youtube.com/watch?v=m7ZkHDP0fEo

Lesson 3 – Mission Vision and Values

https://www.youtube.com/watch?v=iiOlOzUjdQI

Lesson 4 – Assessing The Current State

https://www.youtube.com/watch?v=NTrbsT5Kpzk

Lesson 5 – Strategy Development

https://www.youtube.com/watch?v=8fzx4kee6gQ

Lesson 6 – Performance Management

https://www.youtube.com/watch?v=RFP6CnbCdow

Lesson 7 – Using The Strategic Advisory Tookit

https://www.youtube.com/watch?v=i6_ncm5zTig

Presenter:  Blair Cook CA, CPA, MBA  (LinkedIn profile @BlairCookCACPA) is  a many-time CFO, corporate director, a sought after keynote speaker on business financials, and a passionate educator working with dozens of public/private companies; and professional bodies/post-secondary institutions across Canada. His career is divided between academic endeavors, such as developing the new certification program for CPA Canada, and supporting the corporate world at the highest levels.

Blair is a life-long learner who encourages continuing professional development.  He observes and experiments with various financial and management theories in real world contexts and shares  lessons learned to others who share a passion for developing financial leadership competency. If you can take the opportunity to hear Blair – Take it!

Catch Blair Speaking at:

Or contact the Finance Learning Academy
For more information on this presentation

PDU Category C (PMBOK 5) documentation details:
Process Groups: Planning
Knowledge Areas: 4 – Integration 5 – Scope

  • 4.1 Develop Project Charter
  • 4.2 Develop Project Management Plan
  • 5.2 Collect Requirements
  • 5.3 Define Scope

As a Category C ‘Self Directed Learning Activity’ remember to document your learning experience and its relationship to project management for your ‘PDU Audit Trail Folder’

Click to obtain “Category B Certification 1.5 PDUs”  Purchase Adding Strategic Advisory To Your Client Relationships from Proformative

OR … Claim .75 Category C PDUs For Watching The Complete Presentation on YouTube: