Module 3: Technology and Communication

Module 3: Technology and Communication

Module 3 focuses on using technology as an enabler. You will learn how to use your inbox, calendar and task management functions to help you become more efficient and effective.

You will also learn how to build productive relationships, write effective emails and communicate in a way that encourages optimal productivity.

Learning outcomes include:

  • Inbox Management. Who is managing whom?;
  • Eliminating email clutter for good. How to maintain a zero inbox;
  • Decision Making. Cut out email hoarding and multi-handling;
  • Mastering Technology. A little knowledge goes a long way;
  • Effective email communication. How clarity can save you time and money;
  • Effective calendar and task management;
  • Your phone and tablet. Efficiency tools vs. time wasters; and
  • Productive Communication Techniques.

    This module is available via individual webinar or as part of our coaching programs.  We have a general module for professionals, and a financial planning professionals module for authorised representatives. We will confirm the appropriate module with you at the time of booking.  

    This activity has been accredited for continuing professional development by the Financial Planning Association of Australia but does not constitute FPA’s endorsement of the activity.   Accreditation number 008456 for 6 hours:

    • Attributes and Performance (0.5 points)
    • Reflective Practice (0.5 points) 

     Contact Cholena Orr if you have any questions.