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

Course Overview

In any business, you will find lots of data; the question is what to do with it! This course will introduce the Insurance professional to the concepts of creating and managing a database of information with Microsoft Access. Ok so now you have a working database, what next? You will be educated on filtering your database, generating reports, as well as creating forms for users. We can show you how to tailor, modify and manage your data to allow you to create new and fresh reports from your cache of existing information, efficiently! During this course we can show you how to harness the power of Microsoft Access to create a database application to make the information flow in your office more lucrative.

*"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

• Designing a simple database
• Creating intelligent tables for sharing information
• Using filters
• Creating reports
• Retrieving specific information
• Using special conditions to sort through and find information
• Creating forms for users

Price: $299 + HST

Max Students: 10