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Google for Financial Gurus: A Tactical Workshop

Course - Google for Financial Gurus: A Tactical Workshop

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Major Topics

  • Strategic Google Search Techniques
  • Google Workspace: Streamlining Team Collaboration
  • Google Drive: Enhancing Document Management and Security
  • Google Ads: Driving Financial Service Visibility and Growth

Learning Objectives

  1. Describe how to navigate Google Search with advanced operators for targeted financial research.
  2. Illustrate the integration of Google Workspace tools to streamline financial operations and collaboration.
  3. Execute strategies using Google Ads to effectively reach and expand a financial client base.
  4. Assess the utility of Google Maps in providing insightful data for market analysis in finance.
  5. Apply Google Cloud technologies to enhance data security and operational efficiency in financial practices.
  6. Implement Google’s marketing and website tools to improve their organization’s web presence and search appearance
  7. Compare and contrast Google’s various business tools to select the best options for financial workflow optimization.
  8. Synthesize Google Workspace functionalities to create and manage financial documents, spreadsheets, and presentations effectively.

Course Description

In the competitive field of finance, professionals are constantly on the lookout for the latest tools to sharpen their edge and enhance their service offerings. This specialized course delves into the expansive suite of Google services, tailored specifically for the financial industry. Participants will gain a thorough understanding of how to effectively utilize Google Search for market research, employ Google Workspaces for seamless collaboration, and capitalize on Google’s advertising platforms to target and attract the ideal clientele. Additionally, the curriculum covers the integration of Google Maps for geo-analytics and the advanced capabilities of Google Cloud for secure data management and analysis.

Why should financial experts attend? This workshop is more than just a tutorial; it’s a strategic guide for incorporating technology into financial practices. Attendees will leave with a clear comprehension of how to apply Google’s tools to optimize their business processes, make informed decisions with real-time data, and ultimately drive profitability. The interactive sessions provide hands-on experience, ensuring that every professional is well-equipped to apply these skills directly to their work. Don’t miss this opportunity to transform your approach to finance with the power of Google’s technology.

Compliance Information

Intended Audience

Perfect for finance pros seeking to boost efficiency with Google tools.

Advanced Preparation

None

Field of Study

Computer Software and Applications

Credits

4 Credits

Published Date

January 31, 2024

Course Authors

Stephen Yoss

Big Bear Lake, CA
Speaker & Author, CPE Today

Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping organizations develop technology strategies to streamline their business operations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technological expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs in order to gain a competitive advantage while increasing efficiency and productivity.

About Instructor Read Less

Overview

In the competitive field of finance, professionals are constantly on the lookout for the latest tools to sharpen their edge and enhance their service offerings. This specialized course delves into the expansive suite of Google services, tailored specifically for the financial industry. Participants will gain a thorough understanding of how to effectively utilize Google Search for market research, employ Google Workspaces for seamless collaboration, and capitalize on Google’s advertising platforms to target and attract the ideal clientele. Additionally, the curriculum covers the integration of Google Maps for geo-analytics and the advanced capabilities of Google Cloud for secure data management and analysis.

Why should financial experts attend? This workshop is more than just a tutorial; it’s a strategic guide for incorporating technology into financial practices. Attendees will leave with a clear comprehension of how to apply Google’s tools to optimize their business processes, make informed decisions with real-time data, and ultimately drive profitability. The interactive sessions provide hands-on experience, ensuring that every professional is well-equipped to apply these skills directly to their work. Don’t miss this opportunity to transform your approach to finance with the power of Google’s technology.

Course Details

  • Strategic Google Search Techniques
  • Google Workspace: Streamlining Team Collaboration
  • Google Drive: Enhancing Document Management and Security
  • Google Ads: Driving Financial Service Visibility and Growth

  1. Describe how to navigate Google Search with advanced operators for targeted financial research.
  2. Illustrate the integration of Google Workspace tools to streamline financial operations and collaboration.
  3. Execute strategies using Google Ads to effectively reach and expand a financial client base.
  4. Assess the utility of Google Maps in providing insightful data for market analysis in finance.
  5. Apply Google Cloud technologies to enhance data security and operational efficiency in financial practices.
  6. Implement Google’s marketing and website tools to improve their organization’s web presence and search appearance
  7. Compare and contrast Google’s various business tools to select the best options for financial workflow optimization.
  8. Synthesize Google Workspace functionalities to create and manage financial documents, spreadsheets, and presentations effectively.

Intended Audience — Perfect for finance pros seeking to boost efficiency with Google tools.

Advanced Preparation — None

Field of Study — Computer Software and Applications

Credits — 4 Credits

IRS Program Number

Published Date – January 31, 2024

Revision Date

Course Authors

Stephen Yoss

Big Bear Lake, CA
Speaker & Author, CPE Today

Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping organizations develop technology strategies to streamline their business operations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technological expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs in order to gain a competitive advantage while increasing efficiency and productivity.

About Instructor Read Less

All of our self-study courses are NASBA approved (through our partners at K2 Enterprises) the revisions to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).

Your Registration Includes:

  • Course materials (video & PDF version)
  • Unlimited attempts to complete exam
  • Course materials (PDF & Sample Materials)
  • Instant grading & certificate of completion
  • One year access to complete your CPE
  • Completion certificate

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