Group training session agenda
For Financial Adviser Users. The session will cover Fact Finds, Client Notes, TCF Reporting, Mailshots, Paperless Office, Diary and Memos, Policy Overview including Compliance Screens, Contract Enquiry, Investment Reports, Full Accounts, Management Reports, KPI reports, Introduction to Durell CFS and Synety.
It is advised you aim to arrive at 10.15am for tea and coffee before the session starts at 10.30am.
Please let us know if you have any special dietary requirements, are intending to use our car park, or you are unable to attend the session.See more of our upcoming events.