Financial Planning Consultants


Beginning Implementation

This class is held from 8:30 am to 4:30 pm.

  • Discuss Fundamentals
  • Icon Bar Descriptions and Explanation
  • Input Screens
  • Data Input
    • Manual Entry
    • Data Import
  • Document Maintenance
    • Adding and Editing Templates
    • Adding and Editing Documents
  • Filtering
    • By Client
    • By Advisor
    • By Key Code
  • Global Processing
    • Selection
    • Processing
  • Overview of Uses
    • Why, When and How
    • Global
    • Marketing
    • Seminar


Breaks: We will have coffee, tea, juice, and soda provided.

Lunch: Working box lunch provided (Penn Station)


Please ask if you have any other needs or for further information contactCharlotte Isbell or 800.325.5540 ext 5


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