Business Tools is designed to get the most out of software systems currently used within a Planners practice. This may include a financial planning tool or the development of a software solution to better integrate systems.

Topics covered can include:

	Efficiently generating SoA's using your preferred Financial Planning Tool
	Conducting reviews
	Conducting marketing campaigns
	Customising reports and templates for your business use

 

For more information on the Business Tools Course and or to be sent a complete outline of the program click here to register your interest.

Click here to download the Business Tools Course Flyer.