Standard CCD courses

“Getting started” is designed to ensure that you have a firm grounding of the core modules in CCD and all staff should attend. Areas covered are:

• Setting up your system.
• The ‘clients’ module.
• Processing new business – enquiries through to completion.
• The fact find module – gathering information, analysis and recommendation.
• An introduction to work and tasks.

“Commission and fees” will give a thorough understanding of how CCD deals with commission reconciliation and is suitable for administrators and managers who will be dealing with the reconciliation process or the detailed commission reporting available. Areas covered are:

• Setting up commission expectations
• Reconciling commission statements
• Client fees
• Commission management reports

“Compliance” is suitable for compliance officers and company managers and will give a throrough understanding how the management and regulatory reports are compiled. Areas covered are:

• Adviser records,recording T&C and CPD
• Setting criteria for KPIs and file check
• Completing file checks and producing adviser KPIs
• Registers and Regulatory reporting

“Advanced CCD” is aimed at administrators who are competent in basic CCD use. Areas covered are:

• Creating standard letters
• Task groups – work based processes
• Data mining
• Client servicing

“Financial planning tools” is designed for advisers and covers the full use of shortfall calculators and integrated service providers. Areas that will be covered:

• Full financial planning fact find
• Shortfall calculators
• Personal financial review
• Integrated applications