Our Client Classification Tool is designed to help SMPs evaluate their client portfolio systematically and translate those insights into better business decisions. Rather than focusing solely on financial outcomes, the tool encourages firms to consider a broader range of factors that influence long-term success, including client relationships, growth opportunities, strategic alignment, operational considerations, and risk.

The resource consists of two complementary templates:

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Following the recent publication of the 2026 revised Statements of Membership Obligations (SMOs), IFAC is hosting a global webinar for