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


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



Business Learning Institute

CPE Credits


This course is available for your group as:


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