finPRO Tools

By: Finpro  06-Dec-2011
Keywords: Financial Advice, Retirement Savings

The finPRO™ tools are a complete package of tools and templates for creating statements of financial advice. 

System Requirements

Microsoft Office 2007 or a later version

User Guide

Step-by-step guide for using the finPRO™ tools to create effective, compliant financial advice.

Spreadsheet

Linked sheets are used to develop integrated advice, or advice in just some areas, enabling you to create modular or comprehensive financial advice. Separate areas for:

  • Personal and family data, assets and liabilities, various budgets, and current insurance, savings and investments (used as required)
  • Automated education, workplace and retirement savings calculations
  • Insurance needs calculations and recommendations for change
  • Simple investment risk profiler
  • Analysis and evaluation of current investments / investment strategies and recommendations for change
  • Retirement planning and lifetime illustrations (with the ability to illustrate a range of alternative scenarios)
  • Your assumptions (inflation, returns, fees, costs, commission..)
  • Details of recommended insurance, savings, investment products

Documents

  • Engagement and authority form
  • Data collection booklet with autoated link to the tools
  • Automated template for producing compliant, professional comprehensive or limited statements of advice

Support

Regular updates ensure the tools remain up to date with regulatory and other requirements.

Additional workshops provide an opportunity for small groups offinPRO™ users to network, learn, and share valuable ideas.

| | | | | | 0800423 842 |

Keywords: Financial Advice, Retirement Savings

Other products and services from Finpro

06-Dec-2011

finPRO Package

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. Whether you provide comprehensive financial advice or advice that is limited to just one or some areas (say insurance, retirement adequacy, investments) .. Whether you are a sole practitioner, or work in a small, medium or large financial advice practice ..


06-Dec-2011

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.