Curriculum of scheduled courses for 2015:
- How Office 365 Can Change A Financial Advisor's Business
- Office 365: The First Five Things To Do (01/27, 4pm ET)
- Managing Email In Office 365: Training For IA Reps (02/18, 4pm ET)
- IA Reps: Stop Letting Technology Drive You Insane (03/18, 4pm ET)
- Office 365 Calendar Features For IA Reps (04/22, 4pm ET)
- Office 365 And Financial Advisor Compliance (05/20, 4pm ET)
- Office 365 And Skype For Business (06/12, 4pm ET)
- Office 365 And SharePoint For RIAs: Beyond The Basics (07/22, 4pm ET)
- RIA Responsibilities As A Fiduciary And Office 365 Administrator (09/29, 4pm ET)
- Working Remotely With Office 365 (10/21, 4pm ET)
- How Advisors Can Get In Sync With OneDrive For Business And SharePoint (11/18, 4pm ET)
- (updated) IA Reps: Stop Letting Technology Drive You Insane (12/16, 4pm ET)