Group training session agenda

For Financial Adviser Users. The session will cover Fact Finds, Client Notes, TCF Reporting, Mailshots, Paperless Office, Diary and Memos, Policy Overview including Compliance Screens, Contract Enquiry, Investment Reports, Full Accounts, Management Reports, KPI reports, Introduction to Durell CFS and Synety.

10.30 - 11.00
Fact Finds, Client Notes with auto chase ups

11.00 - 11.30
Diary, Notes and Fee Reporting

11.30 - 12.00
Policy Overview incl. Compliance Screens

12.00 - 12.45
Contract Enquiry with Wrap and Investment Reports

12.45 - 13.15
Lunch

13.15 - 14.30
Full Accounts incl. Posting, Reconciliation, Commission/fees and E-Commissions

14.30 - 14.45
Management Reports, KPI Reports incl. TCF and RMAR Reports

14.30 - 14.45
Introduction to Durell CFS (Client Facing Services) and Synety

14.30 - 14.45
Q&A Session

It is advised you aim to arrive at 10.15am for tea and coffee before the session starts at 10.30am.

Please let us know if you have any special dietary requirements, are intending to use our car park, or you are unable to attend the session.

See more of our upcoming events.