Online training
webinars in October
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4 October, 10am (BST)
This interactive webinar will show you how to record the advice you give, we will demonstrate adding a recommendation, adding a proposal and adding a draft plan.
Level: foundation.
Recommended for: all users.
5 October, 10am (BST)
This interactive webinar will explore how to locate and view important plan information along with using the plan tabs to check and update plan information.
Level: foundation.
Recommended for: all users.
7 October, 10am (BST)
In this interactive webinar we will show how to record SIPP'S and sub-plans, top-ups and Bed & ISA using the advice journey.
Level: intermediate.
Recommended for: all users.
11 October, 10am (BST)
Learn how to record income drawdown; for a single plan, in the events of crystallised and uncrystallised funds in separate plans, and in a SIPP, using sub-plans to record the crystallisation events - using the advice journey.
Level: intermediate.
Recommended for: all users.
13 October, 10am (BST)
Here we will show how to record; a new pension plan, transferring a pension plan (or two) and an instance of advice where a pension transfer is not recommended (e.g. final salary scheme) all using the advice journey.
Level: intermediate.
Recommended for: all users.
14 October, 10am (BST)
In this interactive webinar we will focus on the benefits of using tasks to manage your workload, how to view and manage tasks in the organiser and how to update and assign tasks.
Level: foundation.
Recommended for: all users.
18 October, 10am (BST)
In this interactive webinar we will show you step by step how to create and configure new tasks. The options demonstrated will help you to shape your own tasks, to suit your organisational needs.
Level: intermediate.
Recommended for: system administrators.
19 October, 10am (BST)
Learn how to shape your own workflows to suit your organisational needs. Create and configure workflows to automate task management and create and configure workflows that can be added manually.
Level: advanced.
Recommended for: system administrators.
21 October, 10am (BST)
During this interactive webinar we will show you how to configure workflows, specifically relating to service cases. This webinar is relevant to the advice journey.
Level: advanced.
Recommended for: system administrators.
25 October, 10am (BST)
This interactive webinar will share some key practices when managing documents (uploading and filing) and sharing documents via the Personal Finance Portal. We'll also look at how to categorise documents and configuring the documents area.
Level: foundation.
Recommended for: all users.
26 October, 10am (BST)
Here we'll explain the difference between bulk and individual real time valuations; how to set up, schedule and view your valuations, and where to access help when setting up valuations.
Level: intermediate.
Recommended for: all users.
28 October, 10am (BST)
In this interactive webinar we are delighted to be joined by a valuation subject matter expert. We will focus on troubleshooting hints and tips to address common discrepancies.
Level: intermediate.
Recommended for: all users.
23 June, 2pm
You can create signatures using snippets in Document Designer, meaning users can select whose signature will appear on a letter. This webinar will provide instructions and guidance so you can create your own.
Recommended for: individuals who build templates using Document Designer.
28 June, 10am
In this webinar we will look at best practice for recording a top-up and 'Bed & ISA'. This will ensure recommendations pull through to templates and reports.
Recommended for: users with a basic understanding of the advice journey.
28 June, 2pm
Creating invoice templates within Document Designer will save you time and effort by pulling through the data you need automatically from the client record in intelliflo office.
Recommended for: individuals who build templates using Document Designer.
29 June, 10am
There are many standard MI reports you can generate within intelliflo office but on occasion you may have a need to create a bespoke report to retrieve specific data. This webinar will show you how to build reports and add to your library.
Recommended for: system administrators.
30 June, 10am
This webinar will focus on best practice when recording income drawdown. This will ensure recommendations are recorded and pull through to templates and reports.
Recommended for: users with a basic understanding of the advice journey.
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We have even more training webinars scheduled in the coming months to help you with more aspects of intelliflo office! You can also see re-runs of previous months sessions once they become available.