Stonehouse Capital Learning Portal
1. Practice Manager: Introduction
Course details
Lectures
8
Quizzes
1
Level
Beginner
Popular courses
- Description
- Curriculum
- FAQ
- Reviews
INTRODUCTION
A Financial Adviser has many responsibilities to take care of, some of which include;
- Acquiring new business,
- Communicating with clients,
- Managing their client’s portfolio,
- Client reviews and much more.
Stonehouse Capital has embarked on a journey to make it as easy as possible to manage your PRACTICE by using PRACTICE MANAGER’S automated advice process.
We have implemented automatic system controls to assist you with completing the advice process and to be fully compliant, without having to apply unnecessary manual steps
Practice Manager: Introduction
-
1
Introduction
PRACTICE MANAGER: INTRODUCTION
MODULE: Introduction
-
2
Tutorial Objectives
PRACTICE MANAGER: INTRODUCTION
MODULE: Tutorial Objective
By the end of this short tutorial, you will…
-
3
Practice Manager Introduction Video Tutorial -
4
A - Know How To Log Into Practice Manager
-
5
B - Understand The Buttons & Navigation Menus In Practice Manager
-
6
C - Know Some Of The Features In Practice Manager
-
7
D - Understand The Terminology And Computer Jargon In Practice Manager
-
8
E - Ready To Learn How To Work With Practice Manager
-
9
QUIZ: Practice Manager - Introduction
Who should attend this course?
We believe every FINANCIAL ADVISER should attend this course, to better inform them of the roles and responsibilities of a PRACTICE MANAGER.
May I do this course in my free time?
This portal has been created by STONEHOUSE CAPITAL to accompany you in your role. This portal is available 24 x 7 x 365 and is available to you, when you have time.
We do urge you to prioritise running through the course.
We do urge you to prioritise running through the course.
Please, login to leave a review