IA Securities:Training Opportunities
o assist you in learning more about WealthPlanner+, a series of WebEx sessions were schedule. If you were not able to attend one or more of the live presentations, you may view these sessions at your convenience by clicking on the links below. We hope you find these sessions valuable and informative! Note: Links will be posted immediately following live sessions.
|Description of Session||Comments||Length||Date Originally Presented||Workbook Download||Video Link|
| An Introduction to WealthPlanner+
||View this session if you want to find out if WealthPlanner+ could provide value to you and your clients. This session will demo the key features of the system so you can make an informed decision.||45 Minutes||October 3rd 2013||Handout||View Presentation|
| Modular Goal Planning in Professional Level 1
||This session will give you the knowledge you need to start using the Modular goal process flows right away.||2 Hours||October 10th 2013||Modular Planning Workbook||View Presentation|
| Investment Management Strategy with Professional Level 1
|| In this session you’ll learn about the investment management features in the system.
This will include integration to Morningstar and an introduction to the advanced investment planning component.
|2 Hours||October 17th, 2013||Investment Management Strategy Workbook||View Presentation|
| Learn More about Upgrade Benefits
||Your initial access to WealthPlanner+ is at Professional Level 1. If you believe you may benefit from upgrading your access to Professional Level 2 or 3, this session will give you a more in-depth understanding of the benefits and costs to determine your next steps.||1 Hour||October 24th, 2013||Handout||View Presentation|