Package

Complete financial advice preparation package

• Whether you are a sole practitioner, or work in a small, medium or large financial advice practice ...
• Whether you provide comprehensive financial advice or advice that is limited to just one or some areas (say insurance, retirement adequacy, investments) ...

Skill requirements

To use the finPRO™ tools you need some basic Excel skills.  We suggest you arrange to do ACE Training's 'Excel Essential Skills 2007-2010 http://www.ace.co.nz/courseoutline.aspx?id=EEs07

System requirements

To use the finPRO™ tools you need to have Miscrosoft Office 2007 or a later version

finPRO™ can help you create professional, consistent, compliant, plain English advice for your clients.

finPRO™ is a package of planning tools and templates:

• personalised training (qualifying for Continuing Professional Development hours) that will help you get the most from Microsoft Excel and Word, whilst showing you how finPRO™ works. What is the training?
  
• a package of tools and templates for creating financial advice, that is regularly updated to meet legal and professional requirements, tax, NZ Super and other rates. What are the tools?

 finPRO™ can help you create great financial advice.