There are currently no sessions scheduled for this course. If you're interested in taking this course, please let us know.

Course Overview

If you are a Insurance professional and you find yourself seeking to become more efficient on Microsoft Word, then this workshop is for you. This course covers the basic concepts such as letters, memos, faxes, tables and bullets, and will begin to introduce intermediate practices such as templates, headings and styles. The emphasis in this course is on formatting, efficiency, and shortcuts. Incorporating these tools into your day to day routine will free hours during your day, and allow for an influx of productivity.

*"We have reviewed the Guidelines for Providers of Continuing Education Programs from the Financial Planners Standards Council and have developed this program with these guidelines in mind. Although we will provide the necessary verification of attendance, we understand it is up to the individual CFP licensee to determine whether completion/attendance at this seminar/program/course qualifies for CE credits."

Topics Covered

• Formatting a document
• Using templates
• Creating your own template
• Creating tables
• Using bullets
• Customizing bullets
• Inserting page numbers, symbols, fields
• Inserting pictures
• Modifying and formatting pictures

Price: $259 + HST

Max Students: 10

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