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Paraplanning Online Tutorial 2 Creating a report Part 1 The Introduction Section.mp4

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Uploaded by on May 14, 2010

Paraplanning Online provides an online Suitability Report and outsourced paraplanning solution for Financial Advisers. This is the 2nd in a series of tutorial videos explaining how to use the PPOL Suitability Report writing solution. It is assumed that you have already watched the preceding videos in this series, and it is strongly recommended that you watch all of the videos before attempting to write a report.

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