CASE STUDY | CONFIDENTIAL | PAGE 1 CASE STUDY FINANCIAL KNOW-HOW BOOSTS COMPETENCE AND CONFIDENCE THE CHALLENGE Being a large professional services firm, our client has a number of consultants for whom financial understanding is key. Most of their customer engagements involve a substantial amount of finance content, including basic bookkeeping, systems and control, budgetary review, financial analysis, and accounting treatment. The consultants did not feel equipped with the financial knowledge and skills required to fully engage with their clients. Consistently, customers reported in their feedback that this lack of understanding undermined their experience of the consultancy service, and could have a negative impact on any future wo

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