IA Reps: Stop Letting Technology Drive You Insane

IA Reps: Stop Letting Technology Drive You Insane
Robert Clark03/18/15 4 PM ESTLive CPAProgram Id: 154635515

You don’t need to be a rocket scientist to know it’s insane to waste time every day trying to make mission-critical technology work right.

But unless you take the time to learn to use Outlook, OneDrive, and SharePoint, you’ll probably continue to make the same mistakes every day. Here’s a chance to break the cycle, a system guaranteed to reduce the insanity in your life or give you your money back.


Office 365 Training for Advisors is a series of 12 monthly classes, available 24/7, that can show you how to use Office 365.

This class focuses on helping advisors satisfy SEC and FINRA regulatory compliance requirements. You'll learn how to conduct mission-critical functions in an RIA using Office 365 while meeting regulatory requirements. All 12 classes show you how to leverage Microsoft's enterprise platform to share IP and personal information securely with clients and colleagues, to make you operate more efficiently.

  
This is the third class in the series and instructor Robert Clark, an Office 365 consultant and communications whiz, is averaging a 4.6-star rating from attendees.

This session is FREE. If you sign up for all 12 classes for $99, A4A members receive $10 off using discount code A4AMEMBER.


 


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.

User reviews

6 reviews

 
(4)
 
(1)
 
(1)
2 stars
 
(0)
1 star
 
(0)
Rating 
 
 
4.9  (6)
Already have an account? or Create an account
View all reviews View most helpful
(Updated: March 17, 2015)
Rating 
 
 
3.0
Was this review helpful to you? 
(Updated: March 17, 2015)
Rating 
 
 
5.0
Was this review helpful to you? 
(Updated: March 17, 2015)
Rating 
 
 
4.0

First exposure to 365 so it was helpful!

Was this review helpful to you? 
(Updated: March 17, 2015)
Rating 
 
 
5.0

more

Was this review helpful to you? 
(Updated: March 17, 2015)
Rating 
 
 
5.0

Thank you for the ongoing series of webinars on Office Exchange and other Microsoft products. This is useful information for anyone contemplating an upgrade to their basic Outlook program. More technically oriented than many may want but certainly useful to IT staff and those with tech backgrounds or interest in honing their skills and knowledge base.

Was this review helpful to you? 
View all user reviews