Systems

Training Financial Planning Systems

We offer training on the Financial Planning Tools offered by the most widely used Financial Planning Systems in South Africa.

We offer a unique approach by combining Financial Planning training with Tools training, providing you with a much better understanding and leaving you with the confidence to use the tools effectively in practice.

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Testing Financial Planning Tools

Through our qualifications and practical experience of Financial Planning, we offer User Acceptance Testing of Financial Planning Tools.

We will put the tools through its paces and provide you with a report of any problems or concerns we identify.

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Consulting on Financial Planning Tools

Through our relationship with a number of the most well-known Financial Planning System providers, we are in a unique position to help you make the most of the system you are using.  Should you be looking for a solution to implement in your practice, we can consult with you to establish your needs and future growth prospects.  We then use this information to identify the most appropriate system for you.

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