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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
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Partner L&D Team
热门服务
UK Clients - PLaSMA System: Enhance your Knowledge
60 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
UK Clients - Interactive System: Enhance your Knowledge
60 分钟
This 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 the additional features such as the report suite and h
Confident Finance Discussions with your Commercial Clients
60 分钟
Different clients have different wants and needs, and this module will present insights from some of the best in the business. From strategy meetings to detailed analysis, from utilising return capital calculations to showing confidence in your finan
Ireland - PLaSMA System: Personal Lines Training
60 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
Ireland - Interactive System: Commercial Lines Training
60 分钟
This 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 the additional features such as the report suite and h
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 membership, locate client information and perform daily service tasks such as v
Coaching yourself and others! UK CPD Accredited!
60 分钟
Want to really keep colleague engagement during these times? Our webinar will delve in to the coaching model G.R.O.W. This coaching framework is used in conversations, meetings and everyday leadership to unlock potential and possibilit
Connecting with Clients
60 分钟
If you could connect with every single client on an individual and personal basis, would you?This module will look at the different personality styles that our clients may have, and more importantly, look at ways to adapt your approach to enhance you
SFP: Processing a Multiple Adjustment with VAT
20 分钟
Our 20-minute update will go over the following:Benefits of SFPEnhancements to the multiple adjustments screenIncluding VAT Q&A
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