Ethical Client Acquisition: Strategies for Attracting and Retaining Great Clients (Podcast - ProDio)
Former Title: Client Acquisition: Ethical Strategies
Overview
This course is for accounting professionals who want to improve their skills in engaging with clients or customers, including how to proactively manage the client acquisition cycle to attract more of the right clients, more quickly. Professionals will learn effective client acquisition techniques and how to apply proven client acquisition practices in a way that is consistent with the International Code of Ethics for Professional Accountants.
For those seeking a more meaningful learning experience, the course includes "Wisdom Points" - challenging statements about your internal level of confidence and emotional intelligence that affect your relationships with clients at every stage of the client acquisition cycle.
Access expires 180 days from purchase date |
Applicable for
Content
Course Content Created: November 2021
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.Presenter
Bruce Fern, M.EdAbout This Product
On-Demand Courses by ProDio. ProDio Audio Learning Inc. helps busy professionals at all levels get an edge with ready to use skills. From Accounting Ethics to Business and Power Skills, ProDio partners with expert instructors and guests to create engaging story-style scenario learning in an audio format that can be listened to on-demand while commuting, exercising etc. All ProDio courses are eligible for CPD credits and include learning outcomes, quizzes, handouts and a completion certificate.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.
Course Dates & Registration
- 2.5
- CPD Hours
- 1
- Ethics Hours
- 0
- AML Hours
- 4
- Credits
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
Ethical Client Acquisition: Strategies for Attracting and Retaining Great Clients (Podcast - ProDio)
Former Title: Client Acquisition: Ethical Strategies
- 2.5
- CPD Hours
- 1
- Ethics Hours
- 0
- AML Hours
- 4
- Credits
Overview
This course is for accounting professionals who want to improve their skills in engaging with clients or customers, including how to proactively manage the client acquisition cycle to attract more of the right clients, more quickly. Professionals will learn effective client acquisition techniques and how to apply proven client acquisition practices in a way that is consistent with the International Code of Ethics for Professional Accountants.
For those seeking a more meaningful learning experience, the course includes "Wisdom Points" - challenging statements about your internal level of confidence and emotional intelligence that affect your relationships with clients at every stage of the client acquisition cycle.
Access expires 180 days from purchase date |
Applicable for
Content
Course Content Created: November 2021
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.Presenter
Bruce Fern, M.EdAbout This Product
On-Demand Courses by ProDio. ProDio Audio Learning Inc. helps busy professionals at all levels get an edge with ready to use skills. From Accounting Ethics to Business and Power Skills, ProDio partners with expert instructors and guests to create engaging story-style scenario learning in an audio format that can be listened to on-demand while commuting, exercising etc. All ProDio courses are eligible for CPD credits and include learning outcomes, quizzes, handouts and a completion certificate.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.
Course Dates & Registration
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.