Curriculum
- 11 Sections
- 57 Lessons
- 10 Weeks
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- New training videos10
- 1.1Admin – Overview of Admin Processes20 Minutes
- 1.2Interactive Video – Admin Skills Assessment20 Minutes
- 1.3Admin – Structure Diagram20 Minutes
- 1.4Admin – File Centre Skills15 Minutes
- 1.5Admin – Zoho CRM & XPM20 Minutes
- 1.6Admin – PYP Communication Channels20 Minutes
- 1.7Admin – Annual Report Collation30 Minutes
- 1.8Admin – How to do Mail in (PH)30 Minutes
- 1.9Admin – TAP & ASIC Edge Basics25 Minutes
- 1.10Admin – Pre-commencement20 Minutes
- Stage 1 Admin6
- Stage 2 Admin7
- 3.1Admin – Annual Report Collation30 Minutes
- 3.2Admin – TAP & ASIC Edge Basics25 Minutes
- 3.3Admin – Calling ATO (coming soon)
- 3.4Admin – Pre-commencement20 Minutes
- 3.5Admin – Database Maintenance (Change of Address)30 Minutes
- 3.6Admin – How to do Fee Quotes30 Minutes
- 3.7Admin – How to Use Zoho Sign (coming soon)
- Mail in Mail out3
- Entity setup and registrations10
- 5.1Entity Setup – Using Cleardocs to Setup a Trust30 Minutes
- 5.2Entity Setup – ABN Registration30 Minutes
- 5.3Entity Setup – Cleardocs Company & Trust Setup30 Minutes
- 5.4Entity Setup – ABN Application for Family Trust30 Minutes
- 5.5Admin – ABN Applications – Revisited30 Minutes
- 5.6Admin – Stamping Trust Deed30 Minutes
- 5.7Admin – Using Cleardocs Company Setup by Thea30 Minutes
- 5.8Admin – Change of Trustee15 Minutes
- 5.9Admin – Trust Basics, Naming & Registrations30 Minutes
- 5.10Admin – Structure Diagram20 Minutes
- ASIC7
- ELD2
- Systems Development9
- 8.1How to Record Training Videos30 Minutes
- 8.2How to Upload Training Videos on the PYP Training Site15 Minutes
- 8.3How to Use Mailchimp15 Minutes
- 8.4File Naming Techniques – by Edward30 Minutes
- 8.5How to Use Docusign (without Template)30 Minutes
- 8.6What is considered a good file note10 Minutes
- 8.7How to Create Templates in Docusign30 Minutes
- 8.8Security and Privacy Awareness25 Minutes
- 8.9Security and Zoho Training16 Minutes
- Elite1
- Adelaide Admin1
- Calendar Management1