Training

The Range of Courses

We currently offer a range of courses to suit various parts of the system and indeed the opportunity to construct your own agenda’s with a bespoke training session. Details of our courses are given below:

DAY Courses	Time	Suggested Delegates	Elements Covered
Intelligent Office Introduction Full Day - Public or Private	10am - 4pm	Office Managers System Administrators Office Administrators Sole users	Your introduction to Intelligent Office, including: Logging In, Searches, Clients, Plans, Fact Finds, Document Management, Reporting, Research Tools, Valuations, Client Portal and Tasks. Workbooks included.
Adviser & Client Servicing Course Half Day – Public Only	9.30am - 12.15pm or 1pm - 3.45pm	Advisers Paraplanners Commissions Staff Compliance Staff Firm Principals	A course designed as a general overview for those using the system to service clients, includes: Logging In, Searches, Clients, Plans, Fact Finds, Reporting, Basic Letter Writing, Research Tools, Client Portal and Valuations. Workbooks included.
Commissions Processing Full Day – Public or Private	10am - 4pm	Commissions Staff Office Managers Sole users	A course for those who process commission, including: Processing and Matching Commissions manually and with EDI Statements, Cash Processing, Client Fees, Introducer Setup, Adviser Changes, Reports and Month Ends. Workbooks included.
Creating Letter Templates & Suitability letters Full Day – Public or Private	10am - 4pm	Compliance Staff Office Managers System Administrators Office Administrators Sole users	This course lets you create some of your letter templates on your live system in Author so they can be produced against client records, including: Set Up, Headings, Paragraphs, Creating Templates, Client Letters, Tables, Optional Paragraphs, Security and Categories. Workbooks included.
Compliance Monitoring Full Day – Public or Private	10am - 4pm	Compliance Staff System Administrators T&C Coaches Firm Principals Sole users	A course to show you how the system can help you monitor cases and flag compliance issues, includes: Lifecycle setup, Adviser Gating, File Checking Setup, Checklists, Pre and Post Sale Checks, Complaints, Reports. Workbooks included.
Bespoke Day Full Day - Private only	10am - 4pm	Selected staff dependent upon content.	A day agenda agreed in advance with one of our trainers covering those areas of interest to you.

ONLINE Courses	Time	Suggested Delegates	Elements Covered
Basic Commissions & Fees Online	2 hours	Commissions Staff Office Managers Sole users	Processing and Matching Commissions Manually and with EDI Statements. Cash Processing and Month Ends.
Basic Compliance Online	2 hours	Compliance Staff System Administrators T&C Coaches Firm Principals Sole users	Setup, File Checking, T&C, KPI’s Advice Cases, Checklists and File Sign Off.
Basic Letter Writing Online	2 hours	Compliance Staff Office Managers System Administrators Office Administrators Sole users	Templates and Paragraphs, Headers & Footers, Suitability Letters and Letter Styles.
Adding Specialist Plans Online	1 hour	Office Managers System Administrators Office Administrators Sole users	Group Schemes, Sipp, Sass and Wrap.
Building Your Own Reports Online	30 Minutes	Office Managers Compliance Staff System Administrators Office Administrators Advisers Sole users	Creating Reports, Security, Input Filters, Output Columns, Report Types and Saving Reports.
Mail Merge Online	1 hour	Office Managers System Administrators Office Administrators Advisers Sole users	Creating Letter Templates, Finding Clients, Creating Merges, Mail Merge Tasks and Viewing Outputs.
Bespoke Session Online	Charged per 30 minutes up to a maximum of 2 hours per session	Selected staff dependent upon content.	A tailored online agenda agreed in advance with one of our trainers covering those areas of interest to you.

Please contact the Training Department at: training@intelliflo.com or call 0845 230 3700 (Option 2) and ask to speak to the Training Department.

Related Links

• Contact Us
• Overview
• Training Costs
• Cancellations
• Testimonials

Useful Documents

• Training Factsheet

Contact Information

Please contact the Training Department at: training@intelliflo.com or call
0845 230 3700 (Option 2) and ask to speak to the Training Department.