Finplan Project – Next Steps

  1. Business Written Report Training – Monday @ 9am.

  2. Develop Post Policy Report & Investment Transactions – Monday 11am – 1pm (NR & RD)

  3. Develop Finplan Portal – Monday 9pm (NR & RD)

  4. Finplan Structure Implementation – Wednesday 9am (Admin team)

  5. Commission Training & Re-assessment – Early next week TBC
  6. Pipeline Plan Implementation – Next Week.
  7. Commission Report Implementation – Next Week.

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