Training

We have been providing training sessions on the CCL system for over 12 years which have been attended by new and more experiences users from all parts of the country. You will be shown how to get positive financial benefits from the software and become more skilled in using it, as well as becoming more enthusiastic about using the program more fully as their main client database.

You will have a better understanding of the breadth of facilities available and how all modules interrelate. We also benefit from the feedback and constructive criticism, as well as recommendations to other IFA firms reviewing the market for a simple fact-find database.

We encourage any user to book for future dates if you have not yet attended these sessions. They are conducted in an informal round table group, which allows you to talk with other IFA users about the system as well as matters of general interest. A delicious buffet lunch will also be provided.

Courses run from 11 a.m. to around 3.30 p.m. to allow for travelling at reasonable times from most parts of the UK. The venue is right next to the M5 junction 6 and overnight accommodation is available at an adjacent Premier Lodge if required. We will even arrange a 2-way taxi service if you are flying in to Birmingham International Airport for which we charge just £40.00 for a maximum of four people.