The personal financial advisor's guide to the Microsoft Office system
By: S.E. Slack
Series: VertiGuide series
Publisher: Agility Press
Published: 2005
Place of publication: Rollinsford, NH
Language: eng
Number of pages: 362
ISBN-13: 9781932577136
Subjects: Microsoft PowerPoint (Computer file); Microsoft Excel (Computer file); Handbooks, manuals; Microsoft Access; Personal financial advisor; Microsoft Office; Microsoft Word
Other titles: Guide to the Microsoft Office system for personal financial advisor's; Guide to the Microsoft Office system; Microsoft Office system for personal financial advisor's; Microsoft Office for personal financial advisor's
Description: A user-friendly guide to the use of Microsoft Office for personal financial advisors.
Notes: Includes index.
Table of contents: title: Introduction; title: Personal financial advisor challenges; title: Microsoft Office 2003 overview; title: Microsoft Excel 2003; title: Microsoft Word 2003; title: Microsoft Outlook 2003; title: Microsoft PowerPoint 2003; title: Microsoft OneNote 2003; title: Scheduling appointments and meetings; title: Managing your workday; title: The best laid financial plans; title: Taking notes; title: Tracking document changes; title: Blacklining and merging documents; title: Managing client contacts; title: Sending bulk letters; title: Securing documents and files; title: Structuring documents; title: Formatting content; title: Configuring from head to toe; title: Managing styles; title: Conducting research safely on the Web; title: Cross-referencing; title: Extras.