Upcoming Webinars
Keep up to date with our upcoming Webinars calendar! CLICK HERE to view.
Don’t forget to register for the Enhanced FDS webinar series
As mentioned during the Enhanced FDS masterclass at our recent PD Days, we will be hosting webinars in the lead up to the Enhanced FDS changes which take effect 1 July 2021. The webinars will look at transition plans, the Enhanced FDS templates, XPLAN/XEPPO solution, and provide the opportunity for you to discuss any questions you or your team have.
The Enhanced FDS webinar series will be held fortnightly from Tuesday 27 April at 12.30pm AEST. You can register for the series here.
Power BI & Xeppo Webinar Series
Across April, Megan Thomson and Estelle Oakes will be running training webinars to teach you how to use Power BI and Xeppo. Each webinar will cover a different aspect of the tool and has been designed to ensure you get the most out of this new system. CLICK HERE to register.
Wednesday 5 May at 10am (AEST) – Insurance Reporting
Advice & Governance Webinar Series
Join our fortnightly lunch and learn webinar series focused on all things advice and governance. This will be a 30 minute session designed around the latest legislation releases along with common themes that are being uncovered during our Active File Reviews.
The next webinar takes place on Tuesday 4th May at 12.30pm (AESDT). We will be releasing the topic details on WorkPlace closer to the day.
Simply CLICK HERE to register once and you will be reminded each fortnight of the upcoming session.
Looking forward to seeing you there.
Madison Investment Update webinar
Our monthly investment update webinars for 2021 will be held at 2pm on the third Wednesday of every month. CLICK HERE to register.
Madison Monthly Connector
This is a virtual monthly peer sharing session for practice Principals who want to connect, collaborate and grow their business.
The next Madison Monthly Connector session will be held on Wednesday 28 May from 3-4pm (AEST). The topic of this meeting will be announced in Workplace closer to the date.
To register for this session and any future sessions please CLICK HERE.
Meet with Megan Webinars
Megan Thomson, our Advice Integration Manager, has released the next round of her ‘Meet with Megan’ webinar series. Kicking off on 20 May and continuing every Thursday at 12pm (AEST), Megan will present efficiencies available to you in XPlan to support your business.
CLICK HERE to register and select any of the below sessions.
Thursday 20th May – New user fundamentals
This session is designed to familiarise a new user with XPlan. It will provide you with a high-level overview of navigating through XPlan and cover the basics of adding a client record.
Thursday 27th May – Client Fact Find Wizard
To get the most out of XPlan it is important that your client fact find data is entered in correctly. This session will take a detailed look into entering client fact find data pointing out hints and tips.
Thursday 10th June – Tasks and Threads
Streamline business processes by documenting them through the tasks and threads in XPlan. This session will take you through how to link threads and tasks to clients, creating tasks and threads and reporting.
Thursday 17th June – Datafeeds
This session will provide you with an understanding of the datafeed functionality in XPlan. We will cover off; Initial datafeed set up, how to map datafeeds to your client records and troubleshooting datafeeds.
Thursday 24th June – CommPay and Invoicing
This session will provide you with an understanding of CommPay and Invoicing in XPlan. It will provide you with a high level overview of navigating through XPlan and cover the basics of adding a client record.
Thursday 1st July – FOFA compliance producing FDS & Opt in documents
The session focuses on setting up your XPlan produce your FDS and Opt in documents when needed. We will cover; setting up OSA, managing FDS & Opt in dates in client records, producing FDS & Opt in letter, tracking delivery, FDS & Opt in reporting and quick docs.
Thursday 15th July – Risk Researcher
This session will provide you with an understanding of how to use the risk comparison tool in XPlan. We will look at; existing insurance policies, needs analysis, risk comparisons and recommendations.
Thursday 29th July – WealthSolver
This session will provide you with an understanding of how to use the WealthSolver as a comparison tool in XPlan. We will look at existing accounts, comparisons and recommendations.
Thursday 5th August – XTools+ CALM
This session will provide you with an understanding of how XTools+ can be used for cashflow modelling and projections for your SOA. This session will provide an overview XTools+ and its functionality.
Thursday 12th August – Advice SoA generation – Investment and Pension strategy
This session will take you through producing an SoA including an investment strategy recommendation with using WealthSolver, CALM and Advice Constructor Wizard.
Thursday 19th August – Xeppo Power BI
Please note recordings of the above webinars are posted in workplace after the webinar.
In this Edition
| · A note from Annick
· The View |
· Investment Specialist Forum | · FASEA Exam Sitting & Preparations |
Upcoming Webinars
Keep up to date with our upcoming Webinars calendar! CLICK HERE to view.
Don’t forget to register for the Enhanced FDS webinar series
As mentioned during the Enhanced FDS masterclass at our recent PD Days, we will be hosting webinars in the lead up to the Enhanced FDS changes which take effect 1 July 2021. The webinars will look at transition plans, the Enhanced FDS templates, XPLAN/XEPPO solution, and provide the opportunity for you to discuss any questions you or your team have.
The Enhanced FDS webinar series will be held fortnightly from Tuesday 27 April at 12.30pm AEST. You can register for the series here.
Power BI & Xeppo Webinar Series
Across April, Megan Thomson and Estelle Oakes will be running training webinars to teach you how to use Power BI and Xeppo. Each webinar will cover a different aspect of the tool and has been designed to ensure you get the most out of this new system. CLICK HERE to register.
Wednesday 5 May at 10am (AEST) – Insurance Reporting
Advice & Governance Webinar Series
Join our fortnightly lunch and learn webinar series focused on all things advice and governance. This will be a 30 minute session designed around the latest legislation releases along with common themes that are being uncovered during our Active File Reviews.
The next webinar takes place on Tuesday 4th May at 12.30pm (AESDT). We will be releasing the topic details on WorkPlace closer to the day.
Simply CLICK HERE to register once and you will be reminded each fortnight of the upcoming session.
Looking forward to seeing you there.
Madison Investment Update webinar
Our monthly investment update webinars for 2021 will be held at 2pm on the third Wednesday of every month. CLICK HERE to register.
Madison Monthly Connector
This is a virtual monthly peer sharing session for practice Principals who want to connect, collaborate and grow their business.
The next Madison Monthly Connector session will be held on Wednesday 28 May from 3-4pm (AEST). The topic of this meeting will be announced in Workplace closer to the date.
To register for this session and any future sessions please CLICK HERE.
Meet with Megan Webinars
Megan Thomson, our Advice Integration Manager, has released the next round of her ‘Meet with Megan’ webinar series. Kicking off on 20 May and continuing every Thursday at 12pm (AEST), Megan will present efficiencies available to you in XPlan to support your business.
CLICK HERE to register and select any of the below sessions.
Thursday 20th May – New user fundamentals
This session is designed to familiarise a new user with XPlan. It will provide you with a high-level overview of navigating through XPlan and cover the basics of adding a client record.
Thursday 27th May – Client Fact Find Wizard
To get the most out of XPlan it is important that your client fact find data is entered in correctly. This session will take a detailed look into entering client fact find data pointing out hints and tips.
Thursday 10th June – Tasks and Threads
Streamline business processes by documenting them through the tasks and threads in XPlan. This session will take you through how to link threads and tasks to clients, creating tasks and threads and reporting.
Thursday 17th June – Datafeeds
This session will provide you with an understanding of the datafeed functionality in XPlan. We will cover off; Initial datafeed set up, how to map datafeeds to your client records and troubleshooting datafeeds.
Thursday 24th June – CommPay and Invoicing
This session will provide you with an understanding of CommPay and Invoicing in XPlan. It will provide you with a high level overview of navigating through XPlan and cover the basics of adding a client record.
Thursday 1st July – FOFA compliance producing FDS & Opt in documents
The session focuses on setting up your XPlan produce your FDS and Opt in documents when needed. We will cover; setting up OSA, managing FDS & Opt in dates in client records, producing FDS & Opt in letter, tracking delivery, FDS & Opt in reporting and quick docs.
Thursday 15th July – Risk Researcher
This session will provide you with an understanding of how to use the risk comparison tool in XPlan. We will look at; existing insurance policies, needs analysis, risk comparisons and recommendations.
Thursday 29th July – WealthSolver
This session will provide you with an understanding of how to use the WealthSolver as a comparison tool in XPlan. We will look at existing accounts, comparisons and recommendations.
Thursday 5th August – XTools+ CALM
This session will provide you with an understanding of how XTools+ can be used for cashflow modelling and projections for your SOA. This session will provide an overview XTools+ and its functionality.
Thursday 12th August – Advice SoA generation – Investment and Pension strategy
This session will take you through producing an SoA including an investment strategy recommendation with using WealthSolver, CALM and Advice Constructor Wizard.
Thursday 19th August – Xeppo Power BI
Please note recordings of the above webinars are posted in workplace after the webinar.
In this Edition
| · A note from Annick
· The View |
· Investment Specialist Forum | · FASEA Exam Sitting & Preparations |