Fractional CFO: Strategy, Influence, and Growth
Overview
As the role of the Fractional CFO continues to grow in scope and demand, this course is designed to equip you with the tools, strategies, and insights needed to lead with impact across multiple clients. You’ll learn how to position yourself as a strategic partner, build a strong personal brand, manage diverse portfolios, and deliver true CFO-level value. From supporting fundraising and board engagement to avoiding common pitfalls like overcommitment and undervaluing your services, this course will help you thrive in the evolving world of fractional finance leadership.
Learning Objectives:
After completing this course, you will be able to:
- Identify key strategies for positioning yourself as a high-value Fractional CFO in your target market.
- Select effective methods for managing multiple clients, portfolio time, and workload boundaries.
- Recognize techniques to deliver financial leadership without being drawn into operational tasks.
- Differentiate between appropriate and inappropriate roles or tasks based on your CFO pay grade.
- Identify best practices for supporting strategic initiatives such as fundraising, M&A, and exit readiness.
This course includes practical exercises, mentor insights, and scenario-based questions to reinforce learning and ensure participants can apply key concepts in real-world finance leadership situations. Upon successful completion, participants will receive a CPD-accredited certificate.
Lessons:
Lesson 1: Define Your Fractional CFO Identity
Define your unique value as a Fractional CFO, clarify your niche, and build a standout personal brand that attracts the right clients and positions you as a trusted strategic partner.
Lesson 2: Structuring and Managing Your Portfolio
Learn to balance multiple clients, set boundaries, and price effectively to maximize value and impact as a Fractional CFO.
Lesson 3: Leading at a Fractional CFO Pay Grade
Learn to lead with authority as a Fractional CFO by focusing on high-impact strategy, guiding internal teams, and commanding boardroom conversations with confidence and credibility.
Lesson 4: Financial Strategy and Commercial Excellence
Sharpen your finance toolkit to turn data into strategic insights that drive growth, efficiency, and smarter decisions.
Lesson 5: Supporting Strategic Growth and Transformation
Learn how to lead through high-stakes change—like fundraising, M&A, or exits—by building scalable systems, guiding leadership, and turning transformation into sustainable growth.
Lesson 6: Influence, Soft Skills, and Leadership
Master key soft skills—communication, influence, and leadership—to build trust, navigate conflict, and drive impact as a Fractional CFO.
Additional Information
CPD Hours: 4.8
Field of Study: Finance
No prerequisite knowledge is required to be successful in this course.
No advance preparation is required. The primary purpose of this module is to address any deficiencies in this CFO competency compared to your peer group. So, you might find it helpful to have first taken the CFO competency framework to determine your existing skill level before starting the module.
Program Level: Basic
Delivery Method: QAS Self Study
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