| Time |
Course Element |
Objectives |
| Session 1
– 10 minutes |
An Introduction to CCD Version
4 To make you aware of some of the many changes that have
been made to this new version of CCD |
By the end of this session,
you will:
- know where you will be able to get full information
of all the changes that have been made
|
| Session 2
– 30 minutes |
The 2 major changes:
To work through the 2 major changes that have been
requested by many of our clients |
By the end of this session,
you will:
- understand how the logging in process has changed
for all members of staff
- know how to use the commission splits area for both
advisers and introducers
|
| Session 3
– 20 minutes |
Other changes:
To look at other important changes that have been made
such as:
- an introduction to Portavista
- a Short Fact Find
- New Attitude to Risk questionnaires
- and many more
|
By the end of this session,
you will:
- have an understanding of what Portavista is
- know other important changes that have been made
|
