Revision as of 14:38, 17 June 2015 by ElaineHartjes
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|