Online training course for ASPIRING portfolio finance directors / fractional cfoS
8 WEEK ONLINE GROUP COURSE WITH ONGOING SUPPORT & ACCOUNTABILITY
COHORTS COMMENCE IN JAN, MAY & OCT EACH YEAR – VERY LIMITED PLACES AVAILABLE
Establish your Portfolio FD career QUICKLY and profitably.
Get the inside track, advice, and accountability from a Portfolio Finance Director who set up in 2020 and generated a six-figure profit within the first 12 months.
These exclusive group sessions will take you from your draining Corporate role to an energising career, intentionally designed by you. You can work when you want, how you want, with those who share your values, around your other commitments in life, and with time for things which bring you joy.
“I established a six-figure profit Portfolio FD business in less than 12 months, replacing my previous Corporate salary completely, and my quality of life, work life balance, health and stress levels have all improved immeasurably.
Now I want to share my formula for getting your Portfolio off to a flying start, so YOU can also enjoy the income and flexibility you’re striving for as soon as possible”.
These exclusive small group sessions will get you far. Fast.
Investment: £2,995 + VAT (remember finance friends, you should be able to reclaim the VAT element in your new business, and the course investment is tax deductible as a business expense).
Dates: live, online group cohort sessions over 8 weeks on Tuesday evenings from 8.15pm to 9.30pm.
Cohorts commence in Jan, May & Oct each year, with VERY limited places available to ensure you get the attention you need to succeed.
CAN YOU RELATE TO THE FOLLOWING?
Are you tired of your draining senior finance role in a big, corporate business, where overtime is expected (and constant), culture is poor, red tape is tangling everyone up, and you don’t get time for the things that mean the most to you outside of work?
Have you been thinking about taking control of your work life balance and starting a portfolio career, but you don’t know where to start with the legalities, selling, and how to find your ideal clients?
Do you want to make a change in the new year but you’d value guidance and expert advice from someone who’s DONE IT and can help you fast-track your transition?
Do you want to get visible, and clear on your offer, so that you attract businesses and owners who YOU want to work with, that share your beliefs and values, and spend your time adding value to them as part of your Portfolio?
IF YES, THEN THE POWERUP! EXCLUSIVE GROUP COHORT PROGRAM IS FOR YOU.
An investment for the future
“This course was great value for money. It’s an investment for the future, and I’ve somebody to be accountable to. The amount of hours it would have taken me to get to that stage…! I’ve saved so much time and effort through the course content and avoided some mistakes that would have been really costly.”
Adele, PowerUP! course participant, 2022
Motivational and supportive
“The course was really open and welcoming. A safe environment with confidentiality. Really motivational and supportive. It was great to build a bond with the group and get that psychological safety, so we could all share and comment with confidence. Having someone there to support you, keep you accountable, and be your cheerleader, is something that’s probably a bit alien to people but is so impactful!”
Jen, PowerUP! course participant, 2022
I've already had enquiries
“I’ve been thinking about this Portfolio thing for a long time… but I’m risk averse. This has been great ‘ready-made’ bridge to give me the belief that I can actually do this! There were self doubts before… Can I do it? Do I have enough experience? How do I sell my services? Impostor syndrome was creeping in, but after the course I felt so much more confident and I hit the ground running. I’ve already had enquiries from people.”
Chloe, PowerUP! course participant, 2022
I've secured my first few clients
“I’ve had my first few clients & learned more about what works and what doesn’t for me and how to best play to my strengths. I feel lucky as although early days this [course] has helped me to attract some really good clients. The value comes from helping you think about your offer and how to play to your strengths. I think if you’ve had less exposure at having to “sell” yourself/your brand then the course will be particuallary useful.”
Nigel Blakey, PowerUP! course participant, 2022
8 WEEKS TO GET YOU SET UP, SEEN, AND BRINGING CLIENTS ONBOARD
Sounds good right?
I’ll be your best cheerleader, helping you to monetise your skills and expertise to grow a profitable Portfolio Finance Director business, where YOU decide;
- who you work with,
- when and where you work
- how many days you want to work
So that you can bring your whole self to the work you love, without the overwork, burnout and stresses that come with most top level corporate Finance Director roles.
This course is for you if you;
- Are a qualified accountant with many years of post-qualified experience.
- Are used to working at a high level (Finance Director, Head of Finance or Group Financial Controller).
- Are personal, approachable, and naturally inquisitive.
- Have always felt a little bit entrepreneurial and are excited at the prospect of growing your own business.
- Are willing to put the work in to design a finance career on your terms.
- Would value the support and accountability a tight-knit cohort course brings.
It’s NOT for you if;
- You’re not a qualified Chartered Accountant with many years of post-qualified experience.
- You’re not yet experienced at the highest levels in finance.
- You hate the idea of putting yourself out there to win work (if you’re just a little apprehensive about this we will work on that, but you have to be willing!).
- You’re not driven to work hard and make this happen.
- 8 x live weekly sessions at 8.15pm on Tuesday nights with a small group of like-minded peers all making the same journey.
- Resources and planners to support your progress.
- Practical, transformational actions and advice from a fellow Chartered Accountant who has been there and done this, establishing a business with 6 figure profits from year one.
- Connections and community to stay in touch with throughout the course and beyond as you translate learnings into practice.
- 1 x one-to-one follow up session (60 mins) devoted entirely to you and your journey.
- 3 x quarterly follow up Group sessions, so that you’ll continue to get accountability, support and advice for a whole year.
- 6 months’ free membership to the Fractional Finance Family – an invite-only online membership group where friendly, approachable Portfolio FDs share experiences and resources to help each other succeed.
This is no fluffy, generic business course….this is niche. tailored to exactly what you want to achieve, with specificS. It’s a BLUEPRINT for a SELF-SUFFICIENT Portfolio Finance Director career, WHERE YOU CALL THE SHOTS, AND YOU DON’T HAVE TO SHARE YOUR DAY RATE WITH ANYONE.
Here’s what we’ll cover;
- Week 1 – SetUP!
Legalities and practical steps – know your legal responsibilities and the protections and certificates you need in place. Set up safely from the off.
- Week 2 – ShowUP!
Explore your personal brand and learn how to show up authentically to attract your ideal clients. Shake off your Corporate grey suit and build your credibility, authority, and trust. Hear how being the real you not only feels amazing, but why it works.
- Week 3 – GrowUP!
Not a ticking off I promise! This week is all about how to get and maintain a Growth mindset whilst establishing your business. We’ll look at tools and techniques to keep Imposter Syndrome in check, stay resilient, and keep the faith during your transition from exhausted employee to energised entrepreneur.
- Week 4 – LinkUP!
Tips and tricks to get LinkedIn singing and ensure your profile works hard for you. How to use LinkedIn to market your business, get inbound leads flowing in, and build quality connections you need to thrive.
- Week 5 – MeetUP!
How (and with whom) to network so it’s comfortable to you, and so you’re ‘front of mind’ when those valuable referrals opportunities arise. How to ensure you get the best ‘bang for your buck’ so networking is effective, and doesn’t become another drain on your precious time, and how to nail your elevator pitch.
- Week 6 – UP!Sell
You’re in sales now – this week we cover how to tailor your voice and content so your ideal client is ready to buy, and we show you how to sell without the ‘icky’ feeling (and yes, it CAN be done). Master my approach to selling by playing the right role in your client’s story, and sell confidently and with ease.
- Week 7 – ToolUP!
See software solutions available to set up your business with as much automation and efficiency as possible. We cover great solutions for your own business, and for your clients, so you can save research time and put forward viable options.
- Week 8 – Hit Me UP!
A week dedicated to your questions, niggles and concerns, we end the course by opening the floor to you, so you can use the hive-mind of the course leader plus attendees to work any issues, or gather opinions.
PLUS lots more, such as whether to have a website (pros and cons), what to charge, and strategies to win work, all within a supportive, encouraging, and friendly environment.
Be the next success story and get the control you crave.
If you have questions, then don’t wait to message me.
If you’re ready, let’s go make this happen…..
QUESTIONS? I’VE GOT YOU…
When do the cohorts start, and how long do they run?
Cohorts kick off in January, May, and September each year and span a power-packed 8 weeks, always on Tuesday nights, online, from 8:15-9:30pm. (So you can get the kids down or inhale your dinner before we start 🙂
How big are the groups, and why is it limited?
We keep it cozy for a reason – limited spots ensure you get the attention you deserve to succeed. Small but mighty, right? There will never be more than 6 people in a cohort.
Can I really transition from a draining corporate role to a flexible portfolio career in just 8 weeks?
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 we’re certain you’ll get you there much more than 4 days sooner!*
*At £2,995+ VAT, the investment for the course is approximately 4 x your future day rate – we can see a big return on investment (ROI) heading your way!
What's the investment, and is it tax-deductible?
It’s £2,995 + 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 a £500+vat deposit to secure your spot, followed by 3 x monthly payments of the balance, if required.
What happens if I can't attend a live session?
Don’t fret! Sessions are recorded, so you won’t miss a beat. You can catch up whenever suits you, and the recordings and course materials are guaranteed to stay available for at least 12 months after the cohort ends. Of course, we would only want you to miss a live session by exception only – so you get the most benefit from the cohort element of the course, but we know ‘life’ happens!
Is this course only for experienced Finance Directors and CFOs?
Spot on! It’s tailored for qualified Chartered Accountants with many years of post-qualified experience at the top finance levels. We don’t accept applications to join the course from anyone else as it’s not realistic that you’d succeed as a Portfolio FD / Fractional CFO.
How hands-on is the support during and after the course?
Get ready for personalised attention! If you sign up during an early bird period, as well as the live sessions over the 8 week course, and access to recordings and materials, you’ll also be gifted a 1-on-1 session with Dani, to call in within a year, and work on whatever you want, hyper-specific to YOUR business. You’ll also be invited to 3 x quarterly group catch-up calls, and get six months’ free membership in the Freelance FD Family community group (usually £25 +vat per month), so the contact, support, and accountability doesn’t end after 8 weeks.
What sets this course apart from generic business programs?
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!
What if I have questions after the course ends?
No worries! Our final week is dedicated to YOUR questions, ensuring you leave with all the info and confidence you need. Plus if you sign up during the Early Bird period you’ll get 6 months’ free access to our community group, ‘Freelance FD Family’, 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!
How do I secure my spot in the next cohort?
Hit that “Apply to Join” button now and fill out an application form. Your application will be quickly assessed by our team and successful applicants will then be invited to pay a deposit to secure their spot on the next cohort.
Do I need to have already left my corporate role to join a cohort?
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 cohort 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 put your learnings into practice!
What if my boss finds out I'm on your course!?
Confidentiality of cohort members is treated very seriously. All cohort members are required to sign a confidentiality agreement before the course commences and they find out who is in their cohort, and nothing is ever shared on social media that would reveal participants’ identity.
GET THE FREEDOM AND CONTROL YOU CRAVE.
Escape the pressure of your Corporate role in Finance and carve out a career on your terms.
Interested in the course but have more questions before you commit?
Simply fill in this quick Application Form and we’ll invite you to a free disocvery chat with Dani to learn more.