-
The Shape Of The Recovery; Fritz Meyer, November 2020
Nov 10, 2020Fritz Meyer Updates: Professional Versus Consumer Versions Fritz Meyer's update on the right covers the latest twist in the housing data,...
Register Now
-
Post Election Tax Planning
Nov 12, 2020November 2020 Tax Planning CE Class Description: The stakes are high, as financial planning, investment and tax practitioners await the results...
Register Now
-
Craig Israelsen's November Webinar
Nov 19, 2020Please join us for Dr. Craig Israelsen's November webinar. Craig Israelsen, Ph.D., teaches A4A members...
Register Now
-
The Next 25 Years For Investment Markets
Class Description To design portfolios for the next 25 years, this class reviews the range of returns and risk characteristics of a wide...
View Replay
-
RIA Regulatory Priorities & Inspection Deficiencies
Compliance Services For A4A Members Cathy Vasilev, cofounder of a compliance consultancy to hundreds of RIAs, is teaching a series of classes on...
View Replay
-
Covidnomics: Financial Economics Amid Covid Crisis With Fritz Meyer
Skip RMDs And Convert To A Roth The unprecedented election to skip RMDs by the end of the year, along...
View Replay
-
Managing Capital Gains In 2020 And Beyond
October Class Description: If President Trump wins the election, capital gain rates are likely to remain about the same. However, if former Vice...
View Replay
IA Reps: Stop Letting Technology Drive You Insane
-
Robert Clark
12/16/15 4 PM EST Live CPAProgram Id: 127987675 4.3Average Attendee Rating Poor Average Excellent
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.
User reviews
Much of this seemed like a repeat of something I heard earlier in the year.
Good overview of the product. Information overload right now.
