Standard 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

The 1 day course is designed to ensure that all staff involved in the administration of your portal will have an full understanding of how the portal is set up and the basic functions and will cover:

• Definitions
• Adding and deleting users
• Assigning roles to users
• Adding parent and descendant pages
• Admin menu

The 2 day optional course is for page editors and content managers on how to add and remove content and will cover:

• Which modules are available
• Selected modules in detail

“Synaptic” training can easily be broken down into 2 sessions: one for Product Research and one for Fund Research. And will cover the:

Product Research

• Navigation
• Filtering
• Fact sheets
• Grids
• Ranking
• Reports

Fund Research

• Basic research
• Indexes and sectors
• Linked funds
• Funds from a specific provider
• Manual fund lists
• Fact sheets
• Graphs

Webline is an online quotation engine that will allow you to do real time quotes. The session will cover:

• Creating quotes
• Multiple quotes
• Completing the application
• Retrieving quotes and applications

Larger businesses with a turnover of administration staff may wish to deliver their own training on CCD as well as top-up sessions for existing staff. This training is split into two distinct areas: 4 days soft skills and 6 days system knowledge and will cover the following:

Soft skills

• Training theory
• The training room
• Presentations and feedback
• Session planning and evaluation

System knowledge

• Getting started
• Advanced CCD
• Financial planning tools
• Commissions and fees
• Compliance
• Group schemes