At this session in our ongoing series for investment advisors, we'll review working with web apps and documents online within Microsoft Office 365.
• When to use Web Apps vs Desktop Apps
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 17 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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Since 2009, Advisors4Advisors has streamed CE webinars approved for credit by CFP Board, IWI, and NASBA.
-- CFP®, CPA, CPA/PFS, CIMA®, CFA® continuing education credit live or on-demand
-- Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha
-- CE badges
-- Classes added when S&P 500 corrects 10% and in times of crisis
-- CE aligned with FINRA-reviewed content from Advisor Products
-- earn and maintain Certified Financial Counselor™ certificate