This course is an introduction to Client Voices Online. It is designed to help budget advisers use Client Voices Online, with practical tutorials and exercises along the way.
This course is not recognised as professional development (ongoing training) but is helpful for your data entry and client management.
You will learn:
- How to create a client
- What information is required and what’s not
- How to enter data as quickly as possible
- How to create budget worksheets and debt schedules
- Where your data goes
- How to get even more out of Client Voices Online
It should take you approximately two and a half hours to complete in total.