Tax accountant and R&D Project Advisors
1 User (6 Months)

Provides access to one user account with unlimited access.
Access from your phone, computer, tablet or TV.

This package is specialised content for Advisors and Accountants

You can find the standard package here.

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Training Program

The Global Research Institutes R&D training programme has been developed with the world leading Frascati methodology. This is the OECD standard for the collation of research and development project metrics and provides a gold standard methodology which your business can undertake in maintaining compliance with local research and development jurisdictional legislation.

Full training program access - which includes the following key modules:

1. The Role of the Advisor – specialist training for accountants and advisors

2. Introduction to Research and Development – the benefit and how to calculate

3. What is research development – understanding how to identify potential R&D within your business

4. What is the difference between research and new product development – a very key distinction in R&D eligibility globally

5. How to set up a research and development project overview– the tips and tricks to getting it right

6. How to set up a hypothesis– ta key element of setting up your R&D project is understanding how to structure a define the hypothesis

7. Understanding the technical investigation process – this is a critical step in ensuring project novelty and prior art

8. Research and development exclusions – key things to steer clear of

9. Understanding elements of the project plan – things to consider when structuring your D process and record keeping

10. How to conduct a new learning report – understanding what has been learnt and how to iterate

11.Training modules on specific sector guidance for research and development including software, manufacturing, agriculture and more

Each module includes interactive checklists, key notes and quizzes to test your knowledge. The program is regularly added to, with continued updates and guidance material.
Stay up to date on the R&D landscape from around the globe.

Template Kit

A downloadable Template Kit incorporating the following:

An introduction to Research and Development (R&D)

here we provide details on understanding the basic principles of research and development

R&D Reporting Guide

this guide will outline which records to keep and provide a structured method of storing them

R&D Technical Investigation Report

this is a template that should be used at the commencement of your R&D project to demonstrate novelty and an understanding of the prior art in the market

R&D Proforma Plan

(a working example) which uses a fictional project about how to make a rubber ball bounce higher. Whilst this is not typically the sort of R&D a company may undertake it conforms with the Frascati methodology and gives you an easy to understand example of conforming R&D

R&D Record of Experiment

this will provide a method for capturing your experimentation with a scientific methodology

R&D New Learning Report

This provides a method of capturing what has been learnt along the way and any iterations required for future experimentation

R&D Financial Analysis

a method to understand what can be claimed and ways to apportion and calculate

Role of the Advisor

an overview in understand ways to assess R&D for your clients and methods for calculating the benefits

Additional template products are continuously added, and your team will benefit from the latest updates on R&D from around the globe.

Includes bonus class content and guides only available to subscribers.

Certification

A formal certificate from The Global Research Institute upon program completion will be issued once the modules have been completed within the 6 month window.