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.

OneNote for Financial Professionals

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

MS OneNote for Financial Professionals will show you how to:

-Organize a central office file system.  Never lose another important document again with rapid search indexing and category tagging.

-Share critical information with a subset of the office. Give sales staff access to shared lead lists and estimators access to critical Excel templates, without anyone accessing non-critical documents and information.

-Create, store, and access meeting notes.  Take notes with a stylus and tablet, and watch them transform into ASCII text.

-Access information remotely.  Use OneNote at the office, or on the go with the Microsoft OneNote mobile app.

 

TOPICS:

  • Creating a New Notebook
  • Adding a New Section
  • Adding a Table
  • Creating a Page from a Template
  • Inserting a Document
  • Tagging a Note
  • Creating a List
  • Adding Audio/Visual Clips
  • Sharing a Notebook
  • Password Protection

*"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."

Price: $329 + applicable taxes

Max Students: 12



Schedule

Barrie
Dec 12th, 2019
Holiday Inn Barrie
20 Fairview Road
Register
Hamilton
Oct 9th, 2019
Courtyard by Marriott
1224 Upper James Street
Register
Markham
Nov 22nd, 2019
Courtyard by Marriott
65 Minthorn Blvd.
Register
Mississauga
Mar 26th, 2020
Residence Inn
5070 Creekbank Rd.
Register
Ottawa
May 20th, 2020
Holiday Inn Ottawa East
1199 Joseph Cyr Street
Register
Toronto
Oct 29th, 2019
The Albany Club of Toronto
91 King St. East, Toronto
Register
ES Computer Training Workshops, continuing education, sessions, accredited courses for construction, finance, insurance, business.

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