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Working with Financial Forms

COURSE DETAILS

When:

  • Mon 12 Oct 2009 11.15am-12.15pm
  • Mon 15 Feb 2010 11.15am-12.15pm
  • Mon 8 Mar 2010 11.15am-12.15pm
  • Mon 19 Apr 2010 11.15am-12.15pm
  • Mon 17 May 2010 11.15am-12.15pm
  • Mon 14 June 2010 11.15am-12.15pm
  • Mon 19 July 2010 11.15am-12.15pm
  • Mon 9 Aug 2010 11.15am-12.15pm
  • Mon 13 Sept 2010 11.15am-12.15pm

Where:

COURSE OUTLINE - (Duration: 60 mins)

  • Why the delay?
  • What happens to your form when it arrives at Financial Services?
  • The negative impact of incomplete forms.
  • Why Financial Services can be so unfriendly at times - sending back your forms instead of making a phone call?
  • An overview on all the financial forms available.
  • More explanation on the most commonly used forms.
  • Tips on how to complete form correctly and what to attach?
  • Tips to speed up the process.
  • Plus useful handouts.
  • Fun & practical activities.

Enrolment Form

Course Materials
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