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Whether you use truth® or Prestwood® Professional, we offer a comprehensive range of courses to help you be the best you can!
Prestwood® Regional Coaching Courses:
The workshops are not designed to be in a particular order. You can start anywhere in the programme. Click on the workshop title to see the agenda for the day. The mentors will present to you exactly what they do, a proven set of procedures, and lead the discussion on business development, meeting preparation, agenda, use of Prestwood®, and post-meeting procedures.
There is no finer help available, whether you just need a process that works, or you wish to refine your existing processes.
These are the dates for the forthcoming workshops.
To book, please email jennifer@prestwood-group.co.uk or telephone 01384 273736.
Workshop 1
Date Location Mentor
27th August 2010
Leeds
Yvonne Goodwin
14th October 2010
Northampton
Rebecca Taylor
Workshop 2
Date Location Mentor
8th September 2010
Taunton
Richard Hudson
27th September 2010
London
Ian O'Connor
28th September 2010
Swindon
Simon Williamson
29th September 2010
Bristol
Marlene Shalton
4th October 2010
Edinburgh
Adrian Johnston
12th October 2010
Hertford
Phil Stafford
Prestwood® Professional Courses:
Financial Planning Course
This is a two-day course for new or existing users of Prestwood® Professional. It covers the complete process of data input through to the production of a comprehensive financial plan.
Practice Management Course
This is a one-day course on all aspects of the Practice Management software.
Investment Course
This is a one-day course that concentrates on the Investment Monitoring and Portfolio Management programs within the Software.
Truth® Software Courses:
Level One
An essential one-day 'Core Skills' course for new or existing truth software users and covers the process of data input, through to the statement analysis and cash flow modelling.
Level Two
A one-day 'Advanced' course for existing truth software users who have attended a Level One course. Covers more 'What If' scenario planning, catastrophe planning and financial plan construction.
Level Three
A one-day course that focuses on presentation skills and covers how to present Truth Software in Client Meetings
Online Courses:
These allow us to focus on one aspect of the software at a time and will last for between 30 to 40 minutes. The sessions will accommodate up to a maximum of 12 people, and will be led by one of Prestwood's training team. The audio-visual sessions are designed to be interactive. Therefore, to participate, you will need Broadband access to the Internet, and have access to a telephone. Your internet connection will allow you to view the Prestwood training session and a BT conference call will allow communication with the Trainer.
New Business
(For Professional users only) TBA
Which will include:
·New Business Wizard
·Tracking Input
·Tracking List
·Amending & Creating Record Card Layouts
·New Business Register
Standard Letters
(For Professional users only) TBA
Which will include:
·Creating a New Letter
·Using Merge Fields
·Printing a Standard Letter
·Creating Standard Paragraphs
Financial Plan
(For Truth® and Professional users) TBA
Which will include:
·Financial Plan and Report Construction
·Creating a New Financial Plan
·Using Standard Text and Merge Fields
·Formatting the Plan
·Using templates in Financial Plan design
What If Planning - Income Solutions * NEW! *
(For Truth® and Professional users) 16/09/2010 10:30 12
Which will include:
·Creating Recommended Income Items
·Calculating the Income Requirement
·Including the Additional Income solution in the Cash-Flow Statement
Contact History
(For Truth® and Professional users) 09/09/2010 10:30 12
Which will include:
·Entering Contacts
·Attaching Documents
·Document Scanning
·Adding Emails to Contact History
Mail Merge/Database Query
(For Professional users only) TBA
Which will include:
·Building Database Queries
·Outputting Results
·Creating and Editing Mailing List Groups
·Producing Email-shots
·Form Filler
Agendas & Minutes For Meetings
(For Truth® and Professional users) 23/09/2010 10:30 12
Which will include:
·Creating an Agenda for a Client Meeting
·Customising Agendas
·The Use of Merge Fields to Automate Agenda Text
·Producing Minutes of Meetings
·Standard Agenda Construction
Key Dates * NEW! *
(For Truth® and Professional users) TBA
Which will include:
·Setting up new Key Dates within Settings
·Applying Key Dates to items
·Using the Slide Bar function to alter Cash Flows
What If Planning - Downsizing * NEW! *
(For Truth® and Professional users) 30/09/2010 10:30 12
Which will include:
·Creating a new What If scenario
·Creating alternative items and using the Exclude function
·Solving a client's Cash Flow by including a future downsize
·Varying the downsize event by using a Key Date
Training Courses at Darwin House
Course Title Duration Date Commencing Available Places
Truth Course – Level III 1 day 06/09/2010 4
Truth Course – Level I 1 day 07/09/2010 7
Truth Course – Level II 1 day 15/09/2010 7
Truth Course – Level I 1 day 28/09/2010 0
Truth Course – Level II 1 day 29/09/2010 3
Truth Course – Level I 1 day 25/10/2010 7
Truth Course – Level II 1 day 26/10/2010 4
All of the above courses are held at our Darwin House office. Telephone our support line on 01384 273736 to book your place. On-site training can also be arranged, please contact Simon Rogers with your individual requirements
Continuing Professional Development:
CPD is not just an FSA requirement. When it includes the advanced training available from Prestwood it can be a major factor in increasing the profitability and enjoyment of your financial planning business.Prestwood Master Classes (available to all users of Prestwood software):These are one-day workshops at Beauchamp House, relate to both Professional and Truth® software and, with the exception of those related to Paraplanning, are run by Paul Etheridge, MBE.
Paul was the Founder of the Institute of Financial Planning, was its President for 10 years and a member of its Board for 20 years. He is a Fellow of the IFP, a Certified Financial Planner and a Chartered Insurance Practitioner. In addition he is the Chairman of The Prestwood Group of Companies, has been a fee-based Financial Planner for more than 25 years and still looks after dozens of affluent clients. He is the world’s most experienced user of Prestwood Professional software and his knowledge, skills and experience can help you develop a more profitable business based upon outstanding service to your clients.
Richard Etheridge is Managing Director of Prestwood Etheridge & Russell Ltd. He has run successful paraplanning workshops in Australia as well as in the UK and is without doubt one of the most experienced Planners in his field.
Master Classes are available in relation to almost every aspect of professional financial planning. If the topics that interest you are not already available we may be able to include them in a future Master Class (subject to time constraints). A maximum of 22 delegates can be accommodated at each workshop. For more information please contact Paul’s PA, Christine Whitehouse, on 01384 872137 or chris@prestwood.info
The Prestwood Advanced Planners Group:
Members of the APG have first call on up to ten Masterclasses each year. For more information please contact Chris, as above.
Prestwood Advanced Planners Group/Masterclasses at Beauchamp House
Course Title Duration Date Commencing
Paul Etheridge Masterclass 1 day 07/10/2010
Richard Etheridge Paraplanning Masterclass 1 day 03/09/2010
