1) You will be able to navigate around the system and have an appreciation of the scope of the system.

2) You be able to set up the basic areas needed to start to use the system.

1) You will be able to input a factfind into CCD using two different kinds of view

2) You will understand how to perform analysis and research at a basic level and save information back to the client file

3) You will be able to use the holistic and general reports to a basic leve

l4) You will be able to print factfinds and create PDF versions of the factfind to save back to a client file.

1) You will be able to use the holdings area inside clients to log and process New Business, including scheduling expected commissions.

2) You will understand where the various client reports are produced.

3) You will be able to set up the servicing proposition for your client and use the system to locate all clients due for a review / valuation

4) You will be introduced to Contract Enquiry Note, this session does not include SIPPS or Group Schemes, but does cover mortgages and products to cover mortgages (term assurance for example).

1) You will be able to create and store standard letter templates into CCD, integrating merge items and adding auto-text

2) You will be able to add and modify tasks codes (admin codes) to ensure that the system is set up to support the workflow in your business most effectively

3) You will understand how to direct CCD to your Company Forms

1) You will be able to locate and issue your Company Forms from client records

2) You will be able produce letters via both tasks and work (client level and holding level)

3) You will understand the general principals of trackers.

1) You will be able to complete advanced searches against your client database

2) You will be able to use the Marketing wizards to identify client sets and market these clients (using standard letters or creating contact reports for telephone campaigns)

1) You will be able manage your Client proposition, by recording when your next client visit and valuation is due, and ensure that you are aware when you reach these dates.

2) You will be aware of how to revalue your Client’s portfolio and produce client valuation reports.This builds on the basic information that you learnt in the Getting Started course.

1) You be able to load on a group scheme manually and using the import wizard.

2) You will be able to update group schemes manually and using the group schemes wizard

3) You will be able to run reports about the group scheme

1) You will be able to add holdings where withdrawals are being take

2) You will be able to add income drawdown holdings

You will understand the process of adding commission expectations into the system for all types of commission.

This builds on the information you learnt in the Getting Started course

You will be able to run reports for Management Information and understand how these reports are generated.

You will be able to understand how EDI can be used to reconcile commissions automatically

You will be able to set up EDI to your requirements in terms of matching tolerances and also the way in which the system searches for items to match

1) You will be able to receive and process EDI statements

2) You will understand how to handle exceptions.

You will be able to understand the areas that need to be set up to ensure that the compliance module is secure

1) You will be able to manage your advisers’ T&C records

2) You will be able to perform file reviews

3) You will be able to monitor KPIs.

1) You will be able to log a complaint and track it through to completion using the registers

2) You will be able to produce meaningful management information and regulatory reports.