Are your Adviser Fact Finds as compliant as they could be?

Description

GENERATING A COMPLIANT Fact Find from IO

WHICH ROLES WILL BENEFIT?

All users of io but specifically - Planners, Paraplanners, Compliance, Administrators (yes there is something in it for Administrators too!)

OUR AIM (OBJECTIVES)

- To help delegates gain better use/understanding of the intelliflo Fact Find
- To focus on time saving ways of creating the data
- Discover key areas of benefit and connections with other parts of intelliflo
- To cover the full locking down process and benefits
- To show the time saving benefits when you come to complete your client review
- To share hints and tips along the way for your role

WHAT WILL YOU GAIN FROM THE SESSION (EXPECTED OUTCOMES)

- To learn in a live environment with your peers
- To learn with a small number of delegates - (maximum of 8)
- To discuss/help understand the impact of your choice to use the Fact Find or indeed not to use it fully
- Opportunity to ask questions of your Trainer and Delegates attending and share your experiences
- CPD Certificate of attendance is provided - all sessions qualify for structured CPD. Your Certificate of attendance goes out automatically on exiting the session. Please remember to save/print your certificate as once deleted we are unable to provide a duplicate

EXPERIENCE IN IO REQUIRED

We have found new users and existing users of mixed experience have picked up some nuggets from these sessions

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Date and Time
No. Start Date End Date
1 Thu, Aug 11, 2022 9:30 AM BST Thu, Aug 11, 2022 10:30 AM BST

Price: £35.00Register Now