联络资讯
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星期日
休息日
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星期一
08:30 - 17:00
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星期二
08:30 - 17:00
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星期三
08:30 - 17:00
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星期四
08:30 - 17:00
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星期五
08:30 - 17:00
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星期六
休息日
公司资讯
Here you can book to join our online webinars delivered by our Partner Learning and Development Team. We are proud to offer fully CPD accredited courses that can count towards your yearly requirements.Our dedicated team is committed to helping professionals maintain and enhance their knowledge and skills. Our range of services, including the PLaSMA System, Interactive System, Confident Finance Discussions, and Enhanced Customer Onboarding, are designed to support your growth and success. Whether you are looking to increase your expertise, improve client interactions, or stay updated with the latest industry trends, our courses offer a valuable opportunity for continuous professional development. Join us on this journey to unlock new possibilities and expand your skillset.作品图集
团队组成
Partner L&D Team
热门服务
UK Clients - PLaSMA System: Enhance your Knowledge
60 分钟
This bi-weekly webinar will take you through the full capabilities of our PLaSMA system, including the new business process, MTAs and other transactional processes. In addition, we'll take you through how to access an existing customer record.No
UK Clients - Interactive System: Enhance your Knowledge
60 分钟
This bi-weekly webinar will take you through the full capabilities of our Interactive system, including the new business process, MTAs and other transactional processes. In addition, we'll take you through how to access an existing client record.Not
UK CLUBS - Fairway Credit - Online Portal (PLaSMA)
60 分钟
This module is designed for our Golf Clubs using our recourse facility. During this module we will look at the basics of our online portal (PLaSMA), how to add a new golf memberships, locate client information and perform daily service tasks such as
School Fee Plan - Online System
60 分钟
This module is designed to equip your school with the essential skills needed to proficiently handle the entire fee management process. A live system demonstration will model to participants how to navigate key tasks such as application processing, m
Fee Plan Online: PLaSMA Demonstration
45 分钟
This webinar will take you through the full capabilities of our PLaSMA system, including the new business process, MTAs and other transactional processes. In addition, we'll take you through the additional features such as the report suite and h
Tax: Auto Approval Updates Explained
30 分钟
Join us for a session where we will explain our auto approval updates. The session will cover: The new auto approval process and the requirements an agreement needs to meet for this journey The required documentation FAQs
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