Training and Support Overview Information Learning Courses Short Courses Implementation

Training + Support Systems Overview Overview ili solutions are designed to complement our clients' existing processes for marketing, developing and managing financial strategies and services. ili offers the content, training and implementation tools and services listed below through ili Solution Pathways. ili SOLUTION PATHWAYS Information Learning Implementation Practical Solutions Alerts Strategy Update Bulletins Manuals Publications Accredited Courses e.g Advanced Diploma of Financial Planning Short form courses leading to accredited awards Continuous professional development Fact Finders Template SOAs Analysis tools Report writing Facility ili Solutions are specifically designed to bridge the gap between knowledge, the application of knowledge and the delivery of practical advice and outcomes using an extensive cross referencing system and by providing real world scenarios and full text business and legal documents. ili Solutions are based on the acronym S.E.D.A.P.N.E.R which essentially stands for: Source of client; Engagement of client; Discovering clients needs and objectives; Analysing clients needs and objectives; Presenting clients plans and solutions; Negotiating plans; Execution of client instructions; and Review of ongoing client needs and objectives For more details regarding the S.E.D.A.P.N.E.R. process or ili Solutions please contact ili.