Training: The Pension Performance Review Accelerator
The Pension Performance Review Accelerator is a complete training course providing delegates with all the necessary knowledge and skills to ensure successful and profitable implementation of the Pension Performance Review and to really maximise the benefits it can deliver. All Pension Performance Review Process software licences include one place on the course but additional places may be purchased for support staff.
Following the Pension Performance Review Accelerator, delegates will be able to:
- Have a complete overview of the Pension Performance Review Process software
- Be able to set-up and configure the software to suit their precise requirements
- Efficiently deal with data the gathering requirements of the process
- Produce comprehensive Pension Performance Review reports in a quick and effortless fashion
- Understand how to keep the software up-to-date at all times
- Provide clients with regular reviews of their pension investments using the Pension Performance Review Process software
The Pension Performance Review Accelerator consists of a full 1.5 day training course designed to provide and complete a comprehensive training course.
About the training
During this one and a half day training session, delegates will learn how to use the Pension Performance Review Process software. This will cover setting up the software and keeping it up-to-date as well as working through increasingly complex case studies based on real clients. The training team have many years of real world experience using the software and will give invaluable insights, hints and tips to help delegates avoid any pitfalls and become highly proficient with the software. Delegates will leave the training session confident in using the software and ready to begin using it on their own.
Ideally, delegates on this course will have some knowledge of pensions, pension transfers, investments and reasonable IT skills, however, much of this will be covered during the course so it is not essential. Delegate attending this course would ideally be the person who is likely to be the primary user of the software within your practice. This person would probably have good attention to detail, be computer literate, have a methodical approach to their work and have a working knowledge of the pensions market.
The Next Step: Accelerator Testimonials.
Please note: The Pension Performance Review Accelerator is provided by Adviser Breakthrough Training Solutions Limited. The Pension Performance Review Company Limited takes no responsibility for the actions of this or any other company.
