Office 365 gives RIAs the best application on the planet for managing email in a business, and you’ll learn in this webinar how to tap its enormous power to streamline email management in your RIA.
• Setting up and organizing mail folders
• Outlook's email Rules Wizard versus new features in Office 365
• Adding disclosures to all your emails
• Managing signatures
• Accessing email online
• Archiving email: O365 versus advisor compliance apps
Office Training for Financial Advisors leverages Robert Clark’s unique abilities as a technology trainer and adds knowledge and tools from AdvisorsAdvisors to customize the training course to an independent advisor’s needs. Advisors taking this course will learn how to use Office 365 features while satisfying SEC and FINRA regulatory compliance rules. You’ll learn how to fulfill mission critical functions for internal and external communications in an RIA.
This webinar is eligible for 1 live CPA CPE credit.
5.0 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
5.0 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
5.0 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
Excellent! Wish there was more time!
5.0 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
5.0 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
I use outlook desktop but have not used outlook 365 yet so a bit above my knowledge level. Interesting capability.
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.