Discover our Online Training

UPCOMING SESSIONS

Please ensure you read the What you need to Know and Cancellation policy details before reserving your place.

Price (£) Date Time (24Hrs.) Title
35.0006/01/202209:30 FactFind-what's in it for Administrators & Planners & remove double counting - Intelliflo office - Bitesize™ Agenda & Booking
35.0009/12/202116:00 Helping you to process your New Business for end of year - intelliflo office - Bitesize™Agenda & Booking
35.0007/12/202116:00 MI Reporting-Data Cleansing-Tidying up for end of Year- intelliflo office Bitesize™Agenda & Booking
35.0014/12/202109:30 MI Reporting-Data Cleansing-Tidying up for end of Year-intelliflo office Bitesize™Agenda & Booking
35.0006/01/202216:00 Research - Quote Integration Benefits - intelliflo office - Bitesize™Agenda & Booking
35.0011/01/202209:30 Utilise Valuations Process better - intelliflo office - Bitesize™Agenda & Booking
35.0007/12/202109:30 Why, how to use Tasks (better) - MiFid 11, Client Reviews & More - intelliflo office - Bitesize™Agenda & Booking
35.0014/12/202116:00 Workflow Fundamentals - Create & Update your business processes- intelliflo office - Bitesize™Agenda & Booking
35.0009/12/202109:30 Workflow Fundamentals - Create & Update your business processes- intelliflo office - Bitesize™Agenda & Booking