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

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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 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.