Roles, Goals and Reasons in Consulting

Course Details

60 to 90 minutes


$35 (US funds)

About the Course

Grasp the foundational concepts, terms and practices you need to know as a consultant. Classify the type of consultant that you are. Understand the most common overall approaches for solving complex problems with clients. Recognize who your real client – your most influential person – is at different times in a project.

This course can be completed as a stand-alone or as part of the Certificate-Series Principles in Professional Consulting.

Learning Outcomes
  • Broaden your definition of consulting to expand your options
  • Strengthen your focus to market your services effectively
  • Expand your toolbox of approaches to problem solving
  • Determine — “Who is my real current client?”
  • Build foundations for stronger relationships with internal and external clients
Tools & Resources
  • Training Video
  • Pre and Post Assessments
  • Learning Journal
  • Sources for Additional Learning (recommended interactive exercise(s), book(s), discussion group and questions for reflection about the topic)

Downloadable Resources

  • Suggested Primary Goals and Working Assumptions for Consultants
  • Types of Clients in Consulting Projects
  • Systematic Approach to Consulting
  • Organic Approach to Consulting
  • Comparison of Internal and External Consultants
  • Internal and External Consulting – Two Different Worlds

How it Works: To Enroll & Get Started

Enrollment Instructions

1-icon Create your account. Go to CDI’s learning site. Read the brief “Welcome” section and click on “Create new account”.
2-icon Select a course or series. Click on CDI’s Catalog of Courses and Certificate-Series, and select the desired course or series.
3-icon Enroll. Click on “Enroll me” in the course or series. Use Paypal for major credit cards, or enter an enrollment key if you have one.

Log-in & Learning Instructions

4-icon Log in. If you are not already logged in, then log into CDI’s learning site, using your username and password.
5-icon Start your course. Click on your course in the upper right. (For a series, follow the specified order of courses.) In the course, follow “Start Here”.
6-icon Proceed at your own pace. Interact with others in the discussion group. For support, see CDI Help Center. Email us if you finished a Certificate.


Got a question? Want to talk to us?

Contact CDI at or its sponsoring organization, Authenticity Consulting, LLC, at (763) 971-8890.