The Personal Financial Advisor's Guide to the Microsoft Office System

Description

The Microsoft Office System is the most popular desktop suite of personal productivity tools and technologies. Because the Microsoft Office suite of tools is so comprehensive, it can be challenging for people in certain professions to understand how to use Office to perform tasks specific to their job. This book focuses on the tasks a personal financial advisor performs every day - rather than the all too common software-centric approach that many other technology books habitually adopt.

Other Microsoft Office books on the market are often difficult to understand because they largely address an Information Technology (IT) audience, cover too many professions in a single book, or are so large (more than 800 pages) as to be overwhelming. This book was written with personal financial advisors in mind. In fact, this book was developed by consulting and interviewing industry experts, software trainers, technology experts, and of course, personal financial advisors. The author learned exactly which topics were most troublesome for personal financial advisors, and made sure to explain them thoroughly..

This book covers the use of these Microsoft Office System products for personal financial advisors:

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      Microsoft Word 2003
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      Microsoft Excel 2003
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      Microsoft Outlook 2003
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      Microsoft PowerPoint 2003
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      Microsoft OneNote 2003

This book helps personal financial advisors cut through the hard stuff, and makes Microsoft Office work for them.

Introduction
Office 2003 overview
Ecxel 2003
Word 2003
Outlook 2003
PowerPoint 2003
OneNote 2003
Scheduling meetings
Managing your workday
Taking notes
Tracking document changes
Blacklining documents
Managing client contact
Sending bulk letters
securing files
Structuring documents
Formatting content
Managing styles
Cross referencing