REGISTRATIONS NOW CLOSED - Adding a "top up" & accurate recording of moving money-good practices & why- Bitesize™- intelliflo

Description

Welcome & Introduction
- Housekeeping
- Objectives
- Expected outcomes
- Structured CPD

Agenda to Include: -
- How are you currently recording a top up? Are you simply adding a new contribution?
- Definition of a "top up" in io
- Why use "top up" in io
- Adding a “top up” process
- Adding additional contributions process
- Recording withdrawals accurately
- How to record the transfer of money correctly in IO, to avoid double counting pulling through to Valuation (Portfolio) Reports
- Good practices, time saving hints & tips along the way
- Questions and Answers
- Feedback and Claiming your Structured CPD
- Thank you for attending & Close

Updated 23.7.21
You will receive your Certificate of attendance after the event. Please do not forget to claim your Structured CPD on all IO Training attended in the normal way.

As a refresh, the Objectives and expected Outcomes for all our Public IO Online Bitesize ™ are available on the link below:-
https://informedtraining.co.uk/intelligent-office-io-live-interactive-remote-training/

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Date and Time
No. Start Date End Date
1 Tue, Jul 27, 2021 9:30 AM BST Tue, Jul 27, 2021 10:30 AM BST

Price: £35.00Training Ended