Office 365 Training For Financial Advisors - single class

Office 365 Training for Financial Advisors Single Class
$29.00 each

Office Training for Financial Advisors leverages Robert Clark’s unique abilities as a technology trainer and adds knowledge and tools from AdvisorsAdvisors to customize the training course to an independent advisor’s needs. Advisors taking this course will learn how to use Office 365 features while satisfying SEC and FINRA regulatory compliance rules. You’ll learn how to fulfill mission critical functions for internal and external communications in an RIA.

Below is the current copy of the curriculum of scheduled courses. Based on feedback from attendees, the course curriculum changes as often as needed. After subscribing, the first thing we will teach you is how to create your own curriculum document and share it with your clients, so that you can offer them an educational  wealth management webinar series and notify them whenever the curriculum changes in the same way will use to keep you connected to with your training.

We expect the live sessions to qualify for CPA and IMCA continuing professional education credit. (Sorry CFPs). If you ever miss a session, no problem. All of the courses are available for replay and we’re using a market-leading online training software to conduct the sessions, interactive tools for training professionals.

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Robert Clark
6 Thorndal Circle #207
Darien, CT 06820
Phone: 203-202-9406