IA Reps: Stop Letting Technology Drive You Insane

IA Reps: Stop Letting Technology Drive You Insane
Robert Clark
12/16/15 4 PM EST
Live CPA
Program Id: 127987675
4.3
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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.


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: December 15, 2015)
danjosslp
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5.0

Much of this seemed like a repeat of something I heard earlier in the year.

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(Updated: December 15, 2015)
robertp303
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CPowell
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4.0

Good overview of the product. Information overload right now.

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(Updated: December 15, 2015)
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