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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® 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) 18/03/2010 10:30 8
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) TBA
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) 25/03/2010 10:30 9
Which will include:
·Entering Contacts
·Attaching Documents
·Document Scanning
·Adding Emails to Contact History
Mail Merge/Database Query
(For Professional users only) 11/03/2010 10:30 9
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) 01/04/2010 10:30 11
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! * 22/04/2010 10:30 11
(For Truth® and Professional users)
Which will include:
·Setting up new Key Dates within Settings
·Applying Key Dates to items
·Using the Slide Bar function to alter Cash Flows
Training Courses at Darwin House
Course Title Duration Date Commencing Available Places
Truth Course – Level I 1 day 15/03/2010 2
Truth Course – Level II 1 day 17/03/2010 1
Truth Course – Level I 1 day 23/03/2010 8
Truth Course – Level I 1 day 29/03/2010 3
Truth Course – Level I 1 day 13/04/2010 8
Truth Course – Level II 1 day 14/04/2010 8
Truth Course – Level I 1 day 19/04/2010 7
Truth Course – Level II 1 day 20/04/2010 8
Truth Course – Level III 1 day 21/04/2010 7
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 18/02/2010
Richard Etheridge Paraplanning Masterclass 1 day 12/03/2010
Paul Armson Workshops (available to all users of Prestwood software)
These are one-day workshops at Beauchamp House run by Paul Armson.
Paul is dedicated to Lifestyle Financial Planning, has been an IFA since 1982 and using Prestwood® since 1993. In late 2006 he approached Prestwood Software with an idea to create truth®, and now spends most of his time introducing new users to the software, and mentoring existing users.
At present there are 2 levels of workshop:-
The Beginners Guide to truth® Workshop - gives basic guidance on the concept of Lifestyle Financial Planning and how to introduce truth® to your clients. It also provides a refresher on The Bucket Concept and the importance of telling your clients the ‘Truth about Money’.
How to get more of the right clients - is a more in-depth session that covers techniques and new pitches to attract the right calibre of client, and provides you with scripts and presentations for use with prospects and introducers.
How to do a Fantastic Fact Find - Here is your chance to learn how to use fact finding to create rapport, build trust, understand clients and sell his service of Lifestyle Financial Planning. He’ll teach you the whole process, from beginning to end - what to say, and how and when to say it.
A maximum of 22 delegates can be accommodated at each workshop. For more information please contact Paul’s PA, Karen Howarth, on 01562 887767 or karen@prestwood-group.co.uk
Course Title Duration Date Commencing
How to get more of the right clients 1 day TBA
How to do a Fantastic Fact Find 1 day TBA
