It's not quite as complex as the cockpit in a Boeing 787, but your RIA's Office 365 administrator has access to settings for fine-tuning Office 365 for users in a professional investment advisory and financial planning firm.
From adding licenses and creating new users, to compliance-related settings and generating sophisticated reports, understanding the functionality of Office 365's administrative back-end is a crucial part in implementing the Microsoft Cloud's powerful software to manage your firm's IT backbone.
Come with us for a walk through the Administration screens and see what each setting does, including:
• Accessing the Admin panel in Office 365 and navigating its functions
• Most frequently-used administrative features in an advisory firm
• Recently added features in the Office 365 admin panel
• Important Admin functions to monitor regularly
• Application admin panels (e.g. Exchange Admin center)
• Introduction to Azure AD for Office 365
Office 365 Training for Advisors is a series of 12 monthly classes, available 24/7.
The series started in January 2015 and now gives you access to 14 classes about managing Office 365 rated 4.5 stars or more by financial professionals.
Robert Clark, an expert in marketing automation, teaches what you need to know to manage your practice using Office 365.
This webinar is eligible for 1 live CPA CPE credit.
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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.