SOFi Training Events

SOFi training is split into two parts and is designed to teach you initially how to use the SOFi website to arrange finance and secondly how to identify opportunities and market to your clients.

Initial Training - Stage One

Initial training sessions are for new SOFi users. Topics covered are:

  • Introduction to finance
  • Finance 101
  • SOFi - workflow and userguide
  • How to tell your clients about your new service

Advanced Training - Stage Two (for those that have completed Initial SOFi training)

Advanced training is for those who have completed Initial SOFi training to further build on what you have learn't in the first session. Topics covered are:

  • Marketing recap
  • How to identify opportunites in your practice
  • Finance products - what the options are and when to use them

Email Katy to register for training events in your area.

 

0800 467 634
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