Are your Adviser Fact Finds as compliant as they could be?
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
© Informed Training 2022. All rights reserved 2022
Please refer to our Terms of Service: https://bit.ly/3CXBVREtermserv
Date and Time
| No. | Start Date | End Date |
|---|---|---|
| 1 | Thu, Aug 18, 2022 4:00 PM BST | Thu, Aug 18, 2022 5:00 PM BST |