Existing Financial Planner Programs

Accelerated Familiarisation

Moving to a new licensee requires learning new systems.

B2P Mentoring's Accelerated Familiarisation process is designed to guide you to a point where you are self directed.

In three meetings over three months we'll help you:

1. Learn to use the SYNCRM FPS software.
2. Complete three basic tests related to the HNW Planning compliance and procedure documents.
3. Set up new product manufacturer numbers.
4. Migrate your existing business.
5. To know who is who and where to find help with HNW Planning.
6. By assisting with web site integration.
7. In accessing CCH IntelliConnect Financial Planning Research, LifeRiskOnline as well as other specialist softwares.
8. Setting up Style templates, etc.