finPRO Package

By: Finpro  06-Dec-2011
Keywords: Professional Development, Financial Advice

  • 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) ..

Skill requirements

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

System requirements

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.


| | | | | | 0800423 842 |

Keywords: Financial Advice, Professional Development

Other products and services from Finpro


finPRO Training

If you are not already competent with Excel we strongly recommend that you take a course like ACE Training's one-day Excel Essential Skills 2007-2010 before you purchase the finPRO™ tools. When you purchase the finPRO™ tools you also get a detailed User Guide and up to 3 hours of practical hands-on training in a small group setting. We also plan to run additional workshops from time to time in the main centres for small groups of finPRO™ users.


finPRO Tools

Personal and family data, assets and liabilities, various budgets, and current insurance, savings and investments. The finPRO™ tools are a complete package of tools and templates for creating statements of financial advice. Analysis and evaluation of current investments / investment strategies and recommendations for change. Step-by-step guide for using the finPRO™ tools to create effective, compliant financial advice.