Explore more insights

Level up your knowledge skills with Mastery

Find out all about our latest Learn module, Mastery. 

Phil Hobden Mar 15, 2021

To date, over 475 accountants have completed one of the Capitalise Learn courses, whether that be Core - the overview of Capitalise and Capital Advisory - through to Adviser, which takes a deeper dive into lending, underwriting and our Monitor tool. Since July last year, when Learn became CPD certified, we've issued almost 350 CPD hours to accountants who have completed the courses.   

This week we launch the final part of the Capitalise Learn series - Mastery. This time we explore how Capital Advisory can support the full business lifecycle, teaming up with our Accountant In Residence Kirsty McGregor (Founder, The Corporate Finance Network) to give you an expert industry view on these topics. 

So Kirsty, why Mastery?

The other Learn courses cover the specific products which are offered through the Capitalise platform, but we felt there was a further level of training necessary over and above this for leaders of firms. This course covers how to be the ultimate Capital Adviser. 

How did you decide upon the themes in this course?

We focused on the advice SMEs will need throughout their business’ typical lifecycle and then examined the role that their trusted adviser will play during that journey.

We then took this one step further, unpicking the skills required, specifically around how accountants should approach the topic with clients and the role that Monitor can play to support a firm's ability to provide this advice most efficiently. 

What benefits will people get from this?

This is a course unlike any I've ever seen in the general market. It goes beyond technical skills and covers those advisory areas which are more comprehensive and span a client’s whole business. 

It also includes softer skills advice, which are not often taught but which are essential. It shouldn't be assumed knowledge, and we can always learn how to become better at how we communicate with our clients. 

What's the one thing you wish you'd learnt early on in your career?

I wish I'd had the confidence to recognise that we have the knowledge and skills to have a real impact on our clients' business successes. However, sometimes we cannot share that influence effectively enough, especially if we don't realise what our clients' personal goals are first before we address their business goals. 


Capitalise Mastery is available to all our subscribed partners who have completed the Core course and can be found under the Learn section on the Capitalise Platform.

If you would like to hear more about how Capitalise could help you up-skill your team and roll out Capital Advisory in your firm – book a consultation.

alternative finance
invoice finance
case study
trade finance
contract finance
working capital
startup loans
fashion finance
merchant cash advance
future accountant
product of the month
women in funding
partner of the month
business tips
live session
international women's day
covid19 coronavirus
corporate finance
accounting firm
asset finance
hire purchase
credit score
business funding
business credit score
south africa
small business
business loan
property finance
commercial mortgage
credit imporvement
spring budget 2023
small businesses
spring budget
commercial mortgages
trade debtors
cash flow
truck finance
late payments
lorry finance
building a financial safety net
trade debtor days
bridging loan
credit checks
interest rates
balance sheet
bad debt
company credit checks
debt collection
credit control
check company credit
business loans
instant offer
credit scores
credit review service
company credit check
commercial property
revolving credit facility
line of credit
Follow Us
Sign Up to Receive Updates

Signup to our newsletter

Have insights about the accounting community sent straight to your inbox. Sign up to our newsletter.