You can configure and use Microsoft Office 365 to help meet SEC, state, and FINRA regulations, including:
At this session, we’ll show you how to benefit from the Microsoft Cloud’s enterprise. These features were engineered based on Microsoft’s 30 years of experience in developing systems for regulated businesses. These advanced settings in Microsoft’s cloud enables owners and operations officers of advisory firms to automate policies and processes and use features you get with Office 365 for about $23 a month per team-member.
Office 365 Training for Advisors is a series of 12 monthly classes, available 24/7.
The series started in January 2015 and now gives you access to 19 classes about managing Office 365 rated 4.5 stars or more by financial professionals.
Robert Clark, an expert in marketing automation, teaches what you need to know to manage your practice using Office 365.
This webinar is eligible for 1 live CPA CPE credit.
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I am unclear if this applies to E3 subscriptions. If so, the screenshots do not match what I see when I try to duplicate. Perhaps a 'hands-on', very slow class would help. For instance, a retention policy screen requires me to type in the URL but I do not know which ones. My main login is not an acceptable choice. Loved the webinar but I need to review it slowly and have more information.
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A4A is a news and professional education solution for a fiduciary who:
-- holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually
-- values research by Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck
-- broadly diversifies a core of client portfolios in low-expense funds
-- strategically invests based on MPT and economic fundamentals
-- advises on tax and financial planning as well as investing
-- is building a brand as a thought leader locally or in a niche
-- values thought leadership when bad news breaks
-- wants CE aligned with Advisor Products client education platform
-- wants 24/7 CE with objective financial, tax and investment planning news analysis
A4A is accredited by the CFP Board, IWI, and NASBA.