Communicating financial information is often challenging. If skills such as creating budgets, tracking expenses, determining costs across different sectors of your business, and tracking GST efficiently are often on your to-do list as a Finacial Advisor, then this course will help save you time and money. Learn to use Microsoft Excel, Microsoft's spreadsheet authoring software, to create graphs and present this information using striking visuals, easily and efficiently.

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With this course the Financial Advisor will learn the advanced features of Microsoft Excel which will allow you consolidate data in minutes, perform audits, present and share complex workgroup information, as well as analyze, share, and manage data enabling you to make better informed decisions, become more accessible, and boost your profitability.

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This course covers developments in new technologies for business communications. Using PowerPoint as well as other multimedia tools this course explores multi-media presentation technologies. Financial Advisors who take this course will develop the skill level to utilize these tools to create their own professional presentations, improve communications with their contacts and better serve the public. Learn how to incorporate graphics, charts, animated words, sounds, voice, and video in your Microsoft PowerPoint presentations to communicate your message and to maintain high interest.

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Maintaining and keeping good communication with a network of contacts and prospects is one of the most important activities for a Financial Advisor. If you've ever spent hours trying to read, respond and organize your e-mail, then this course is for you! Countless people are spending large parts of their workday managing and responding to email. In this one day interactive course, learn document handling, organizing schedules, as well practical Contact Management. By completing this course, you will learn how to find more time in your day to get your most essential projects accomplished.

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This course is designed for those who have done some basic word processing, and want to learn how to better apply Microsoft Word to your daily life as a Financial Advisor. It covers the basic concepts such as letters, memos, faxes, tables and bullets, and also introduces some intermediate level concepts such as templates, headings and styles. The emphasis in this course is on formatting, efficiency, and shortcuts.

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Are you finding your clients are not responding to your marketing materials as well as you'd hope? Do you need to get your company information out in a positive, creative, exciting manner? A little technology can go a long way toward personalizing your marketing materials, allowing you to enhance your customers' experience. During this one day course we will show the Financial Advisor the quickest and easiest way to create great marketing materials for your customers using Microsoft Publisher. Our professional trainers will give you the tools taking you through the steps to efficiently create high impact marketing material (brochures, newsletters, etc.)

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As a Financial Advisor would you like access to your customer's specific history or order information, how about records of your prospecting activities? Do you want to manage inventory, or create product catalogues? What if this information were instantaneously accessible at your fingertips? If this sounds like you, then this course will help enlighten you while providing you with the tools to create a useful database.

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If you are finding your limited knowledge on Microsoft Word is prohibiting you from creating fantastic documents, forms or templates, then this course is for you. During this course you will explore Microsoft Word's comprehensive set of writing tools, create and share great-looking documents, reports, templates, and forms. Learn about mass mailings (print or email). Manage documents, document versions, and setup electronic filing systems.

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This course for the intermediate user, answers many of your database design questions. It is intended for those who want to learn how to create a database for a specific function, become more knowledgeable with the more sophisticated tools of Microsoft Access, and have an opportunity to discuss specific design issues with an advanced database designer.

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