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.
The series started a year ago and now gives you 12 webinars rated 4.5 stars or more.
Robert Clark, an automated marketing expert, teaches what you need to know to manage your practice using Office 365.
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.
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Much of this seemed like a repeat of something I heard earlier in the year.
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Good overview of the product. Information overload right now.
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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.