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Branch Operations: Policies & Procedures Manual Preparation

Sound policies and procedures are key elements to consistency throughout your company, especially your branch network.  If you are having difficulty creating a user-friendly policy manual, or keeping on top of updates, consider utilizing CFT’s policy manual preparation services including:

• Procedure writing for the end users in the organization
• Creation of easy-to-navigate online documents, complete with links to websites as needed
• With or without system screen shots
• A benchmark for use during audits

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Choose the delivery type that best suits your needs.  Tuition includes textbook (if applicable).
Webinar times are EST.  All other class times are local time.

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