Upcoming Webinars
CLICK HERE for a PDF version of the June webinar calendar.
Building your Investment Philosophy
An Investment Philosophy is a set of core investment principles and beliefs that guides a person’s investment decision making processes. Its application in practice is reflected in the way investment portfolios are constructed and managed.
Following feedback from our inaugural Investment Specialists Forum held in May, we are holding an interactive ‘Getting started with your Investment Philosophy’ webinar. Andrea will go through the considerations and steps involved in articulating and documenting your Investment Philosophy.
We will be hosting 2 sessions, the first on 16 June at 2 pm and the second on 7 July at 2 pm. CLICK HERE to register and select which option suits you.
Informed Investor Webinar
Please join us on Monday 21st June at 1pm to learn how Informed Investor and the financial adviser tools can help with gathering and delivering PDS links.
In this webinar we will go through a live demonstration on how the client links within informed investor work.
- The fastest way to deliver current PDS links to your clients and be compliant.
- The most client friendly way to help clients make informed product decisions
- FASEA 5 evidence of a serious attempt to help clients make an informed decision,
- Adds value to ongoing service as clients can access updated profiles for 12 months
- Supports client product self-learning that lifts office efficiency and remote interview effectiveness.
- Can be white labelled
To register for this webinar please CLICK HERE.
Enhanced FDS webinar series
As mentioned during the Enhanced FDS masterclass at the PD Days in March, 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.
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 (next webinar 21 July). CLICK HERE to register.
Meet with Megan Webinars
Join Megan Thomson, our Advice Integration Manager, Thursdays at 12pm (AEST) in her ‘Meet with Megan’ webinar series. Each week 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 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 available in workplace.
In this Edition
| · A message from Jaime
· The View |
· Save the date | · Kaplan Scholarship
|
Upcoming Webinars
CLICK HERE for a PDF version of the June webinar calendar.
Building your Investment Philosophy
An Investment Philosophy is a set of core investment principles and beliefs that guides a person’s investment decision making processes. Its application in practice is reflected in the way investment portfolios are constructed and managed.
Following feedback from our inaugural Investment Specialists Forum held in May, we are holding an interactive ‘Getting started with your Investment Philosophy’ webinar. Andrea will go through the considerations and steps involved in articulating and documenting your Investment Philosophy.
We will be hosting 2 sessions, the first on 16 June at 2 pm and the second on 7 July at 2 pm. CLICK HERE to register and select which option suits you.
Informed Investor Webinar
Please join us on Monday 21st June at 1pm to learn how Informed Investor and the financial adviser tools can help with gathering and delivering PDS links.
In this webinar we will go through a live demonstration on how the client links within informed investor work.
- The fastest way to deliver current PDS links to your clients and be compliant.
- The most client friendly way to help clients make informed product decisions
- FASEA 5 evidence of a serious attempt to help clients make an informed decision,
- Adds value to ongoing service as clients can access updated profiles for 12 months
- Supports client product self-learning that lifts office efficiency and remote interview effectiveness.
- Can be white labelled
To register for this webinar please CLICK HERE.
Enhanced FDS webinar series
As mentioned during the Enhanced FDS masterclass at the PD Days in March, 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.
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 (next webinar 21 July). CLICK HERE to register.
Meet with Megan Webinars
Join Megan Thomson, our Advice Integration Manager, Thursdays at 12pm (AEST) in her ‘Meet with Megan’ webinar series. Each week 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 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 available in workplace.
In this Edition
| · A message from Jaime
· The View |
· Save the date | · Kaplan Scholarship
|