Training Programs
Below are some examples of the type of training our clients take when looking at the system and their requirements. It is, however, always best to discuss your exact training program with our training department :
Numbers of Staff |
Job Roles |
Suggested Courses |
| Single user | All roles | Getting Started Public or Private course. Commissions, Author and Compliance either via a mix and match course, full day Public or Private or online’s. |
| Up to 10 staff (i.e. 5 advisers, 3 admin, 1 commissions, 1 compliance ) | Adviser Administrators Commissions |
Getting Started Public or Private course. Getting Started Public or Private course. Commissions either via a mix and match course, full day Public or Private or online’s. Compliance and Author either via a mix and match course, full day Public or Private or online’s. |
| 10 – 20 staff (i.e. 10 advisers, 6 admin, 2 commissions, 2 compliance ) | Adviser Administrators Commissions |
Getting Started Public or Private course over 2+ days. Getting Started Public or Private course. Commissions either via a mix and match course, full day Public or Private or online’s. Compliance and Author either via a mix and match course, full day Public or Private or online’s. |
| 20 plus staff (i.e. 20 advisers, 10 admin, 5 commissions, 5 compliance ) | Adviser Administrators Commissions Compliance |
Getting Started Public or Private course over 3+ days. Getting Started Public or Private course over 2+ days. Commissions either via a mix and match course, full day Public or Private or online’s. Compliance and Author either via a mix and match course, full day Public or Private or online’s. |
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
Useful Documents
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.
Copyright 2010. IntelliFlo Limited, Third Floor, Drapers Court , Kingston Hall Road, Kingston upon Thames, Surrey KT12BQ. T: 0845 230 3800 E: info@intelliflo.com
