Course
Basics (A01)
Spotlight Certification
Basics (A01)
This course comprises several video tutorials that describe the basic Spotlight functions. At the end there is a quiz that will help you assess your knowledge and move on to the next level.
Intermediate (A02)
Spotlight Certification
Intermediate (A02)
This course comprises several video tutorials that describe intermediate level Spotlight functions. At the end there is a quiz that will help you assess your knowledge and move on to the next level.
Advanced (A03)
Spotlight Certification
Advanced (A03)
This course comprises several video tutorials that describe the advanced Spotlight functions. At the end there is a quiz that will help you assess your knowledge and complete your Spotlight certification.
Spotlight Multi - Basics (SM-101)
Spotlight Multi Certification
Spotlight Multi - Basics (SM-101)
Spotlight Multi - Advanced (SM-202)
Spotlight Multi Certification
Spotlight Multi - Advanced (SM-202)
Module 1 - Why (TIA)
TIA
Module 1 - Why (TIA)
Transform In Action is a 9 module course showing you how to design and implement successful advisory in your practice. Each module is built around business coaching, industry best-practice and Richard Francis’ Transform! Advisory playbook....

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