Financial Product Experience for a particular financial product is automatically calculated as the total number of months that have passed from that particular financial product’s DOFA date up until today’s date.
If this is incorrect, (for example, if the staff member was out of the industry for a certain period of time), the months can be reduced to reflect the correct number of months.
The months can be modified on the “User Profile >DOFAs & LFADs page.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article