MY FIRM. MY FUTURE. elearning

Content Summary

The "MY FIRM. MY FUTURE." elearning suite is based on an innovative framework we developed in consultation with members and business advisers. This framework acts as a guide to navigate the categories and topics essential for building a sustainable business. 

The modules complement the "MY FIRM. MY FUTURE." report findings. Each elearning module includes easy-to-apply examples and will take up to one hour to complete.

All modules are complimentary to members and can be added to your CPD diary.

Download the latest elearning modules

Simply select your location to view and download the latest elearning modules.

My Firm. My Future. Framework chart

Available modules

The "MY FIRM. MY FUTURE." elearning modules will evolve to address your business needs now and in the future. The first complimentary modules to be released include:


Business exit strategy

Work with clients to evaluate and recommend the right exit strategy from their business.

Motivating your workforce

Identify and embed motivational programs that will empower your staff and improve your firm’s performance.

Productive work environment

The four key elements of modern work environments to consider when enhancing your workplace.


Six pillars of wellbeing that will help you identify appropriate initiatives for your practice and people.

Leading change

Develop effective communication plans, identify the right timing and stakeholders to champion a successful change in your practice.

Change management

Develop a change strategy, communicate it effectively and overcome resistance within your firm.

Engaging clients

Tools and strategies to help you measure and exceed client expectations, build your relationship and increase returns.

Segmenting your client base

A segmented client base will establish successful client relationship management and help develop a growth strategy.

Risk management

Frameworks and techniques to improve risk management in your firm.

Effective delegation

The essential skills you need to effectively delegate tasks and responsibilities.