ES Computer Training Workshops, continuing education, sessions, accredited courses for construction, finance, insurance, business.
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Our highly effective computer training courses, will help save you time and money, plus you will earn CFP* and Life License Credits.

Microsoft Outlook Email Calendars & Contact Management

7 FPSC credits* and 7 Life License Credits (Ont)

Onsite Training

Overview

Maintaining and keeping good communication with a network of clients and prospects is one of the most important activities for a professional. Learn to use Microsoft Outlook more efficiently to manage and communicate with your contacts.

The objective of this course is to provide professionals with the tools they need for effective communication with their clients. This course will utilize the industry's best practices when using Microsoft Outlook as an Email and Contact Management tool for business professionals. The course covers all aspects of setting up an effective contact management system using Microsoft Outlook, helping the user to manage the volumes of electronic documents, making the use of email more efficient, more professional and will help to prevent the misplacement of important correspondence.

*"We have reviewed the Guidelines for Providers of Continuing Education Programs from the Financial Planners Standards Council and have developed this program with these guidelines in mind. Although we will provide the necessary verification of attendance, we understand it is up to the individual CFP licensee to determine whether completion/attendance at this seminar/program/course qualifies for CE credits."

Topics

  • Contacts
  • Calendars
  • Tasks
  • Email
  • Time management and managing electronic communications
  • Organizing email
  • Journaling
  • Email address management
  • Mass mailings
  • Junk mail and spam
  • Rules

Price: $329 + applicable taxes

Max Students: 12



Schedule

If you have five people or more interested in attending, we can hold the course at your site for a reduced rate at the date and time that fits your team's schedule best. Please contact Andrew Leroux at (866) 630-6950 or andrew@escomputertraining.com for more details.

ES Computer Training Workshops, continuing education, sessions, accredited courses for construction, finance, insurance, business.

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