Training Overview Be in the know

Synaptic Software’s training solutions empower everyone from advisors to para-planners to make the most out of our versatile software packages, to find new opportunities for growth and be more successful in managing client relationships.

Booking a training course is easy; contact our friendly Client Care Team on 0800 028 0033 or by email customerservices@synaptic.co.uk and they'll do the rest.

Training will ensure that the software you have has the maximum impact on your business. Here are some benefits you will get from one of our software training sessions;

Share insights and improve your people’s output

Our interactive virtual training sessions encourage sharing of insights between participants. Learn with your peers and share your views with them as part of the session. Ideas shared often spark further innovation and you never know, you might walk away with more than just new or refreshed knowledge of the software.

Improve business performance

Do you know whether everyone in your organisation is or feels competent using the software implemented?  Your business may be wasting valuable time trying to figure out how to do things and maybe doing something manually, where an automatic solution exists.

Courses offered through our training services

Courses can be tailored to meet your business needs – all courses come complete with comprehensive user guides and CPD certificates – on-site at your company, at one of our training centres or online as virtual training. Synaptic Software Training Services offer standard training courses for the products listed below.

Booking a training course is easy; contact our friendly Client Care Team on 0800 028 0033 or by email customerservices@synaptic.co.uk and they'll do the rest.

Course Catalogue

Course Target Audience Training Method Duration
Synaptic Product Research (beginner) Any professional seeking to understand how to conduct comparison based research around products, compliance audit trail, generate company and product fund fact sheets and suitability reports. Virtual Training 2 hours
Synaptic Product Research This course is aimed at any user with prior knowledge of Synaptic Product and designed to give an in-depth knowledge of the software. Virtual Training 2 hours
Synaptic Fund Research (beginner) Any professional seeking to understand how to conduct comparison based research around funds, set up portfolios, look at past performance data and create fund fact sheets. Virtual Training 2 hours
Synaptic Fund Research This course is aimed at any user with prior knowledge of Synaptic Fund and designed to give an in-depth knowledge of the software. Virtual Training 2 hours

 

Course Target Audience Training Method Duration
Synaptic Comparator (beginner) Any professionals new to Comparator who wish to research on and off platform solutions, including R.I.Y calculations for clients and compliance purposes. The course also covers Pension and Investment Switching analysis and reporting, incorporating Critical Yield and Maturity Value calculators. Virtual Training 2 hours
Synaptic Comparator This course is aimed at any user with prior knowledge of Comparator use and designed to give an in-depth knowledge of the software. Virtual Training 2 hours

 

Course Target Audience Training Method Duration
Getting Started "Getting started" is aimed at all staff to ensure that everyone has a firm grounding of the core modules in CCD. Classroom 2 days
Commission and Fees "Commission and fees" will give a thorough understanding of how CCD deals with commission reconciliation and is suitable for administrators and managers who will be dealing with the reconciliation process or the detailed commission reporting available. Classroom 
or 
Virtual Training

One day

2 x 2 hours

Compliance "Compliance" is suitable for compliance officers and company managers and will give a thorough understanding of how the management and regulatory reports are compiled. Classroom 
or 
Virtual Training

1 day

2 x 2 hours
or
4 x 1 hour

Advanced "Advanced CCD" is aimed at administrators who are competent in basic CCD use and are ready to ensure they make full usage of the comprehensive system. Classroom
or
Virtual Training

1 day

2 x 2 hours
or
4 x 1 hour

Financial Planning Tools "Financial planning tools" is designed for advisers and covers the full use of shortfall calculators and integrated service providers. Classroom
or
Virtual Training

1 day

2 x 2 hours
or
4 x 1 hour

 

Course Target Audience Training Method Duration
Webline This walkthrough of Webline is aimed at anyone who uses Webline to create quotes and e-apply Virtual Training 1 hour
Course Target Audience Training Method Duration
Synaptic Modeller (beginner) For all new users of Modeller aiming to make you familiar in using goal planning using stochastic risk model, establishing attitude to risk, asset allocation and ongoing servicing review. Virtual Training 2 hours
Synaptic Modeller  This course is aimed at any user with prior knowledge of Modeller and designed to give an in-depth knowledge of the software. Virtual Training 2 hours