Productivity in OneNote for FDD Professionals
Complimentary Digital Course
Delivery:~ 1 Hour
CPE Credits:1
Experience Level:Emerging M&A Pros | Mid Career M&A Pros | M&A Leaders
What I will learn?
- Learn how to use OneNote to centralize information on each transaction.
- Learn how to track and assign tasks with OneNote.
- Use functions and shortcuts to tag notes and customize tags in OneNote.
- Integrate key calendar items and tasks between OneNote and Outlook.
- Refresh on active reading, listening, and notetaking.
About Course
Course Curriculum
- Creating a Notebook
- Creating Tabs & Pages
- Tagging Notes
- How to Customize Tags
- How to Tag Notes for Easy Access
- Importing Outlook Calendar Items
- Connecting to Outlook Tasks
- Sending a OneNote Page as an Outlook Email
- Print & Save Any Document into OneNote
- Create a Page Template
- How Frameworks Improve Workflow
- Application of Organizational Frameworks to Enhance Performance
M&A Professions
- Financial Due Diligence
CPE Credits
Details
- Last Updated February 2025
- CPE Credit 1
- Field of Study Computer Software & Applications
- Instructional Delivery Method QAS Self-Study
- Knowledge Level Basic
- Prerequisites None
- Advanced Preparation None
Refund Policy
For more information regarding refunds, concerns, and program cancellation policies, please contact the Private Equity Primer Support Team via email at help@pe-primer.com.
Compliant Resolution
For any complaints or issues with course materials or delivery, please email the Private Equity Primer Support Team at help@pe-primer.com.
NASBA Sponsor Statement
Private Equity Primer is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Benefits Obtained :
- Digitze & Orgnaizate Your Task List In One Spot
- Learn to Share Updates With Team Via OneNote
- CPE Credit
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Private Equity Primer is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.