Skip to content

Newsletter Sign Up

Interest

 

for-more-info-call

Recognition of Prior Learning

Government Funded Training Promo box

CPD Webinar Tools
Friday, 14 May 2010 00:00


Intellitrain's monthly CPD Webinar program provides you with a range of benefits including specialised tools that will help you better service your clients. These tools are also designed to provide you with the opportunity to create additional revenue streams for your business.

Last month's Webinar "What Do Customers Really Want" stepped through the key drivers of today's consumers, and how you use this information to become a "trusted advisor" using a strategy currently being deployed by the banks.

Adding value to your relationship with clients and providing tools & services that your competitors don't will likely have a significantly positive affect on your business.

Free Tools & Slides

Here are a number of tools you can download and use for your clients as well as and a free copy of the slides from the Webinar. To download the files simply click on the icons then select "Save" which will allow you to save the file to your computer.

What Do Customers Really Want - Webinar Slides

File_PDF

Budget Planner - Spreadsheet

File_XLS

Budget Calculator - Spreadsheet

File_XLS

Multi-Loan Manager - Spreadsheet

File_XLS

More on Intellitrain's CPD Webinar Program 

Intellitrain have developed a subscription based monthly training program. Training will mainly focus on Sales & Marketing and has three main aims:

  • Value for money - only $20 per month! for 1.5 CPD points all without leaving your desk!

  • Time efficient - 2 hours, informative engaging training with no travel time or finding parking

  • Informative & engaging - access to some of the country's most engaging trainers & motivational speakers

"Using the Webinars provided by Intellitrain are simply fantastic. They are informative, cost effective and more importantly save time. I would recommend to any Finance Broker to get involved!
David Coe - Northwest Commercial Finance, March 25th 2010

"Intellitrain Webinars - Absolutely fantastic, essential training made easy and accessible!!"
Michael Perkins - Genesys Wealth Advisers, March 25th 2010


Webinars are delivered monthly and you are billed once a month for $20 ($22 inc GST).

You will receive 18 CPD points over the course of the year.

enrol now button

 

Finance Training | Finance Courses | Mortgage Broker Courses | Financial Planning Courses | Financial Services Courses | Intellitrain's Blog
Diploma of Financial Planning | Diploma in Financial Services | RG146 Accreditation | Cert IV Mortgage Broking