Difference between revisions of "3Macs:Training Opportunities"
From Planipedia
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| Nov. 21 2013 | | Nov. 21 2013 | ||
| [http://www.planplus.com/presentations/virtualTraining/3Macs/ModularGoalPlanning.pdf Modular Planning Workbook] | | [http://www.planplus.com/presentations/virtualTraining/3Macs/ModularGoalPlanning.pdf Modular Planning Workbook] | ||
| − | | [ | + | | [http://form.jotformpro.com/form/51675654099973 View Presentation] |
|- | |- | ||
| '''Virtual Training - Session #2 | | '''Virtual Training - Session #2 | ||
Revision as of 13:16, 17 June 2015
To assist you in learning more about the software, a series videos have been created. We hope you find these sessions valuable and informative! Note: Links will be posted as they are created.
| Description of Session | Comments | Length | Date Originally Presented | Workbook Download | Video Link |
|---|---|---|---|---|---|
| Virtual Training - Sesson #1 | In this session you'll be introduced to the Modular Goal Process Flow. Use this goal based analysis approach to determine if your client's can achieve their goals and objectives. This Modular Goal approach uses a single need approach so you do an analysis for Retirement, Education Funding or any other capital goals, such as buying a boat or cottage.. | 2 Hrs. | Nov. 21 2013 | Modular Planning Workbook | View Presentation |
| Virtual Training - Session #2 | In this session you’ll learn about the investment management features in the system. This will include integration to Morningstar and using multiple risk profiles and multiple portfolios. | 2 Hrs. | Jan. 27 2014 | Investment Management Workbook | View Presentation |
