 Training delivery
In Practice provides customised training designed to maximise your business
applications efficiency. The content of our training programs is created with your input and tailored to
your business processes. Our qualified trainers conduct either hands-on workshops for groups, or more
intensive one-on-one training for individuals, at your practice based on your needs and business
objectives
Training tailored to suit
our clients' needs
Customised delivery means planning and creating training services tailored to
the specific requirements of different clients. Areas where you may choose
to focus your attention could be:
- Client data management
- Client segmentation
- Campaign management
- Event management
- Template design and construction
- Data migration
- User set-up
- User coaching
- System administration
- Correctly entering strategies into your Financial Planning Software
- Strategies considerations for Individuals, Companies, Trust & Self-Managed Superfunds
- Knowing how to check that entries are correct
- Having Strategy information come into your document
Apart from the training we offer, you may wish to add some of the options
below to enhance the training delivery:
- Complete a gap analysis on each employee so your up skilling can be
measured (you may wish to use this during performance reviews)
- Assessments based on training outcomes
- A structured training plan for new employees
Our training fees
|
Workshops per day |
From |
$800 |
|
Half-day workshops |
From |
$500 |
|
One-on-one training (minimum 3 hours) |
Per hour |
$150 |
Please contact us to discuss how we can customise training for your business
requirements. We also offer discounted packages for longer workshops and
existing clients.
If you're looking to recruit new staff members and require a particular level
of knowledge in your business applications, we provide knowledge tests on those
applicants, so you can rest assured that they will fulfil your
requirements.
Our knowledge assessments are broken down on 2 levels.
- Knowledge Assessments on particular roles within your practice (i.e.: Planner
knowledge, Administration knowledge)
- Degree of competency (Beginner, Intermediate or Advanced)
Each assessment: $150
|
