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Certificate in Account Planning

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Account Planning


About Account Planning
Account planning is a process of building strategic plans to improve value-driven relationships with your key customers that can help in long-term development and retention, thereby maximizing the revenue potential. Effective account plans help account managers to gain a more in-depth understanding of the client.

Why is Account Planning important?
The benefits of Account Planning are:
•    Effective implementation of plans
•    Achievement of cost benefits for both you and your customers.
•    Streamlined business processes.
•    Stronger business relationships, enabling greater repeat orders.
•    Lessons that can be applied across your customer base.
•    Improved customer satisfaction.

Who should take the Account Planning Exam?
•    Anyone who has clients that they need to manage effectively
•    Account or Partner Managers
•    Anyone interested in pursuing a career as an Account or Partner Manager
•    Anyone who is in an interpersonal role and needs to manage relationships with external stakeholders

Account Planning Certification Course Outline
1. Client Expectations
2. Client Needs
3. Client Perception
4. Client  Attitudes
5. Client Handling
6. Client Listening and Tools
7. Account Planning


Certificate in Account Planning FAQs

You can directly go to the certification exam page and register for the exam.

You will be required to re-register and appear for the exam. There is no limit on exam retake.

There will be 50 questions of 1 mark each

No there is no negative marking

You have to score 25/50 to pass the exam.

The result will be declared immediately on submission.

It will be a computer-based exam. The exam can be taken from anywhere around the world.