Publisher's Synopsis
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 dayrather 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.