The next cohort starts on 19th May 2025 and is drip-fed over 9 weeks. The course is a mix of pre-recorded content with live drop-ins and accountability to ensure you stay on track! You’ll have access to the community from day one for support as you work through the materials. We have a built in break so you do not have to stick rigidly to the proposed plan, there will be time to catch up if you fall behind. 

No, we won’t lie to you. This is typically a 3-6 month journey and requires hard work. You’re also advised to have a financial ‘buffer’ or ‘runway’ available as career change takes time. You can absolutely gather all the tools and advice you need though! Our course is designed to fast-track your journey with insider tips and strategies from a seasoned Portfolio Finance Director, and get your there so much faster than going it alone.

At £2,495+ VAT, the investment for the course is approximately just three-four times your future day rate – can you see a big return on investment (ROI) heading your way? 😉

It’s £2,495 + VAT. If you set up a Limited Company and VAT register your business, then good news: reclaim that VAT, and yes, the course cost is tax-deductible as a business expense. Win-win! You can pay in full or the course fee can be split into two equal monthly payments, if required.

 This isn’t your run-of-the-mill course. It’s niche, tailored, and specific to building a self-sufficient Portfolio Finance Director career. One where you don’t have to share your day rate with anyone, as you have the skills and confidence to generate your own work. No fluff here!

Spot on! It’s tailored for qualified Chartered Accountants with many years of post-qualified, commercial and strategic experience at the highest levels. If you’re not at this level, this course simply won’t work for you at this stage, and it would be disingenuous to suggest it would. It would also be disingenous for you to offer FD services to potential clients.

If you are not yet at this stage, but are hoping a Portfolio FD career could be for you in the future, you can purchase the course to help you understand exactly what’s required to make a success of this career, BUT you will not be allowed access to the Fractional Finance Family as its important that remains a group of peers at the appropriate level. 

During the course learning modules, you’ll be working through the course with your cohort, so you can decide the timing of your sessions, and go at your own pace. There will be weekly accountability and live drop ins to keep you on track. Once you’ve completed the course you’ll be invited to  book in your 60-minutes 1:1 video call session with Dani, to work on whatever you want, hyper-specific to YOUR business. You’ll also get six months’ free membership in the PowerUP community group (thereafter £25 +vat per month), so the support, community, and accountability is ongoing.

Absolutely not. Whilst you might be able to move at a quicker pace if you’re already free from the shackles of corporate life, we know this is a huge leap. If you have responsibilities and loved ones relying on your income, sometimes you might feel better working through the course as you work your notice, or even before you take any action at all. All of these approaches are completely understandable, and you are in control of the pace with which you work through the course and put your learnings into practice.

No worries! Our final module is dedicated to all the common questions Dani hears regularly, ensuring you leave with all the info and confidence you need. Any remaining questions can then be brought to your 60-minute 1:1 video call with Dani. Plus. you’ll then get 6 months’ free access to our PowerUP community group, where you’ll find a supportive and friendly group of other Portfolio FDs you can get guidance and insight from. The ‘colleagues’ you no longer have!

Hit any of the “APPLY/REGISTER INTEREST” yellow buttons now and you’ll be taken to the application form. We’ll then be in touch to discuss your suitability for the course.