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)

Onsite Training

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: 6



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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