Managing Email In Office 365: Training For IA Reps

Managing Email In Office 365: Training For IA Reps
Robert Clark02/18/15 4 PM ESTLive CPAProgram Id: 124131915

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.


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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(Updated: February 17, 2015)
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Excellent! Wish there was more time!

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I use outlook desktop but have not used outlook 365 yet so a bit above my knowledge level. Interesting capability.

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