- Whether you are a sole practitioner, or work in a small, medium or large financial advice practice ..
- Whether you provide comprehensive financial advice or advice that is limited to just one or some areas (say insurance, retirement adequacy, investments) ..
To use the finPRO™ tools you need some basic Excel skills. We suggest you arrange to do ACE Training's 'Excel Essential Skills 2007-2010
To use the finPRO™ tools you need to have Miscrosoft Office 2007 or a later version
fin PRO™ can help you create professional, consistent, compliant, plain English advice for your clients.
fin PRO™ is a package of planning tools and templates:
- personalised training (qualifying for Continuing Professional Development hours) that will help you get the most from Microsoft Excel and Word, whilst showing you how finPRO™ works.
fin PRO™ can help you create great financial advice.
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