finPRO Training

By: Finpro  06-Dec-2011
Keywords: Financial Adviser

'Chisel to michelangelo is Excel to financial adviser' - Simon Hassan

1. Before you purchase

To use the finPRO™ tools you need a basic knowledge of Microsoft Office, and especially Excel.  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.  ACE Training () runs this course regulary in the main centres.

2. Initial training

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.  This session helps you gain confidence as a finPRO™ user, with hands-on experience using case study material to create a finished statement of advice.

3. Additional workshops

We also plan to run additional workshops from time to time in the main centres for small groups of finPRO™  users.  These workshops will bring small groups of users together to learn, share ideas and skills, and ensure everyone gets the best from finPRO™.  We contact users about these events in due course.

Satisfaction is guaranteed.

fin PRO™ could be the best investment you’ve ever made in your business.

| | | | | | 0800423 842 |

Keywords: Financial Adviser

Other products and services from Finpro


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 ..


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.