Time4Advice today announced that it has launched an Accredited Partner Programme designed for consultancy, specialist training, and outsourcing firms who work within the financial planning and wealth management sector.
Many financial advice firms rely on third party service providers for remuneration reconciliation, compliance management, and software adoption. By joining the Time4Advice Accredited Partner Programme, service providers are trained to use and configure CURO, Time4Advice’s end-to-end financial planning/wealth management CRM, client portal, advice, and back-office system. The aim is that these trained service providers will be able to help Time4Advice’s clients with a range of added-value services.
The Criteria for Becoming an Accredited Partner
Although overall accreditation will be awarded to a firm, to achieve and maintain accreditation, individuals within that firm must hold the relevant accreditations. This means individuals must undertake a two-stage assessment process:
Complete a series of bespoke training courses about CURO
Successfully pass a series of accreditation tests
The firm, and its individuals, must commit to ensuring their knowledge of CURO remains up-to-date and relevant to Time4Advice’s clients. Regular review sessions with Time4Advice will help to facilitate this.
The Benefit of the Accredited Partner Programme
Once a firm has been accredited, Time4Advice’s clients can be assured that the accredited service provider has been thoroughly trained and is therefore equipped to help them get the most out of their investment in CURO.
The first firm to be accredited is specialist consultancy and outsourcing firm, Jigsaw Tree.
Chris Baigent-Reed, Managing Director of Jigsaw Tree commented: “We are delighted to be the first firm to become CURO accredited. It means that we can provide Time4Advice’s clients with a range of value-add support services, including consultation, training, creation of templates, and outsourcing. The purpose of becoming accredited is so that we can help advice firms maximise the value of their investment in CURO.”
Roland Rawicz-Szczerbo, Director of Time4Advice commented: “Over the last few years, the demand for CURO has grown significantly, as firms look to change their outdated legacy back-office systems for a modern, Microsoft-based system. To keep up with demand and to help our clients get even more from CURO, we are delighted to offer consultancy and outsourcing firms the opportunity to become CURO accredited. Congratulations to Jigsaw Tree for being the first accredited firm.”
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