Course curriculum

  • 1
    Welcome to Platinum Professional Training
    • PPT Mission/Vision/Value Statement
    • Organisational Chart
    • Platinum Office Duties
  • 2
    1 (1). Sale Process
    • Sales Process Introduction
    • Sale Process
  • 3
    1 (2). Warm Calls
    • What is a Warm Call Introduction
    • Warm Call Script A
    • Warm Call Script B
    • Warm Call Training with Petar
    • Petar's Warm Call Strategy - Script
    • Warm Call #1 - Fresh Graduate with basic accounting experience
    • Warm Call #2 - Person with no accounting background
    • Warm Call #3 - Uni student with no accounting experience
    • Warm Call #4 - 4 yrs overseas exp and no local acc exp
    • NPU (No Pick Up) Warm Calls - send text message and emails
    • NPU/Cut-off Warm Calls - how to send info email
  • 4
    1 (3). Warm Call Training
    • Warm Call Script
    • Warm Call - Part A
    • Warm Call - Part B
    • Warm Call - Part C (1)
    • Warm Call - Part C (2)
  • 5
    1 (4) (1) FTF Training - 2023FY
    • Consultation Material
    • Slide Overall Guidance
    • Page 2 Company Introduction
    • Page 3 Self Intro & Question
    • Page 4 Interview Question & Job Ad
    • Page 5 Resume & LinkedIn
    • Page 6 Live Successful Testimonials
    • Page 7-10 Sound Practical Skills
    • Page 11-12 Solid Local Experience
    • Page 13 -14 Interview Mastery & Question
    • Page 15-17 Pricing Info
    • Complete Role Play for the entire consultation
  • 6
    1 (4)(2) FTF Training - 2022FY
    • PowerPoint Slides for Strategy Session
    • Slide Highlight - Overall
    • Slide Page 2 Introduction
    • Slide Page 11 Introduce Program
    • Slide Page 14-16 Experience
    • Slide Page 19 Career Blueprint
    • Slide Page 20-23 Proven Success
    • Demo Role Play - Strategy Session
  • 7
    2: Marketing
    • PAA - Social Media Weekly Calendar
    • Promotion & webinar email writing and update form from activecampaign
    • How to update buffer publishing tool
    • Other marketing tasks
  • 8
    2 (1). Ads Posting
    • Marketing Ads Introduction
    • Internal Job Posting System
    • How to summarise enquiries from workable
    • LinkedIn Marketing
    • LinkedIn Marketing Scripts
    • LinkedIn Setup
    • Chinese Ads
    • How to update Google Review
    • Referral Program
    • Facebook Ads
    • Ads Posting Transition
  • 9
    2 (2). PR Article
  • 10
    2 (3). Active Campaign
    • Active Campaign Introduction
    • How to export a specific contact segment list
    • How to export seminar registration report
    • How to send a new campaign to those submitted form
    • How to turn off the subscription confirmation email notification
    • AC - Database (transfer& update)
    • How to create form
  • 11
    2 (4). Brochures
    • Accounting Internship Programs Brochures
  • 12
    2 (5) Live Webinar
    • Active Campaign Video- live webinar
  • 13
    3 (1). Program Induction
    • Program Induction Introduction
    • Refund Policy with Platinum Professional Training
    • Nationalised learners' enrolment documents filing process - Mar 2019 onwards
    • Steps to send Google Drive Links
    • How to send Google Drive Links to Trainees
    • How to request Xero Learn access
    • How to create student access on Thinkific
  • 14
    3 (2). After Sales - Product Refinement
    • Product Development Introduction
    • Product Development
    • Webinar Survey Form
  • 15
    3 (3). After Sales - Clients Journey
    • Clients' Journey Introduction
    • Clients Journey
    • Arrange Live Webinar
  • 16
    3 (4). BAS Unit Assessment
    • What is BAS Unit Assessment Introduction
    • Assessment Marking
    • How to mark BAS Agent Unit Assessment
    • How to send SOA (Statement of Attainment) to Interns
    • Manage [email protected] + BAS Unit Checking
    • How to check BAS Unit Project 1 and 2
    • How to use Thinkific Assignment & Discussion tools
  • 17
    3 (5). RTO Compliance
    • RTO Compliance Introduction
    • RTO Manager
    • Qualified Trainer/Assessor
    • How to issue SOA letter - Part 1
    • How to issue SOA letter - Part 2 (complete)
    • RTO Manager - Online Enrolment Form
    • How to mark CERT IV and other assessments
    • RTO Compliance and RTO Manager system
    • RTO M training with Michelle
    • RTO Manager training with Tyna (21.8.18)
  • 18
    3 (6). Cert IV
    • Cert IV Students' Journey: Elon
  • 19
    4 (1). JAA System
    • JAA Introduction
    • How to choose a JAA
    • JAA Duties
    • JAA Roster
  • 20
    4 (2). Google Calendar
    • Google Calendar
  • 21
    4 (3). Outlook Email System
    • How to backup Outlook
    • How to set up Outlook with Office 365
    • Office 365 Additional Setup
    • How to manage [email protected] mailbox
  • 22
    4 (4). Internship System
    • How to manage [email protected]
    • How to create Xero Learn access to students
    • How to create Xero course training access to students
    • How to remove students' Xero Learn access
  • 23
    5 (1). Bookkeeping Process
    • Bookkeeping Introduction
    • Up-to-date Bookkeeping Process
    • Master Database
    • How to issue tax invoice and send to trainees
    • How to update Sales Reconciliation
    • How to update Referral Fee Expense
    • How to update Fee Refund Expense
    • Zipmoney
    • ZipMoney Process
    • How to update Month End Documents (Petty Cash and EFT)
    • How to transfer refunds (database) back to enquiry list
    • How to update Suspension Application Form
    • New Payment Confirmation and Sales Rec Procedures
    • How to issue invoices from XERO
    • How to issue reference letter to interns
    • Training Price List 2020
  • 24
    5 (2) Accounting Policy
    • Accounts Payable
    • Accounts Receivable
    • Petty Cash
    • Bad Debts Write Off (void invoices)
    • Daily Accounts Reconciliation
    • Monthly Full Payment Income Report
  • 25
    6 (1). Fortnight Staff Training
    • Staff Training Introduction
    • SSOFA - 23/05/2019
    • Warm Call Training by Fatima - 06/06/2019
    • Xero Learn Access training + Complains Handling by Tyna - 20/06/2019
    • How to do Reference Check for interns - 01/08/2019
    • How to do Reference Check for interns - 01/08/2019
    • How to do Reference Check for interns - 01/08/2019
    • How to do Interview Coaching for Interns - 15/08/2019
    • Follow Up Strategies Staff Training with Jesse - 12/09/2019
    • Follow Up Strategies Staff Training with Jesse - 12/09/2019
    • Xero invoices - staff testing session - 26/09/2019
    • 8 days follow up procedures - 10/10/2019
    • 8 days follow up procedures - 10/10/2019 (word doc)
    • Birdseed Training 31/10/2019
    • Sales training – 07/11/2019
    • How to analyse and report team weekly performance
    • Xero Program 23/01/2020
    • Mock Warm Call - 04/02/2020
    • Daily Report 20/02/2020
    • Xero Advisor Certificate 08/04/2020
    • Caring & Loving Training (Warm call + FTF) - 22/05/2020
    • Rejection Elimination Training - 19/10/2020
  • 26
    6 (2). HR
    • Introduction
    • General Work Policy
    • Leave Policy
    • Instruction to Submit Leave Request
    • Transition Plan Template
  • 27
    6 (3). National Conference
    • Conference Video Link - May 2019
  • 28
    6 (4). Technical Skills Training
    • Technical Skills Training Introduction
    • Individual Tax Return - Coco
    • Forecasting Process Introduction
    • How to do Reference Check
    • How to review interns' resumes and provide feedback
  • 29
    6 (5). CPA Skills List
    • Introduction
    • CPA Skills List
  • 30
    6 (6). Management Rules
    • Work from Home Regulation
    • Office Management Regulation
  • 31
    7. Templates
    • Daily Report Template
    • Monthly Performance Analysis Template