The Synaptic Analyser e-learning session will encourage participants to share insights with peers, this session will focus on the following:
• How to create holdings and income sources within the client module
• Run through an income analysis scenario which includes:
- Adding a Goal
- Adding Plans
- Profiled Income Requirements
- Adding Other Income
- Add an Annuity
- Results Screen
- Comparing Products
- Adding a Portfolio
- Recommending a Product
- Creating a final report
• Entering your clients’ income requirements directly through the results screen
• Knowing your clients’ income needs and comparing products through the Comparison Screen.
Webinar duration: 2 hours approximately
Fill in the form below to register your interest and a member of our customer services team will be in contact shortly to confirm availability.
Please note: e-learning may be chargeable, depending on your licence type. Our customer services team will confirm applicable charges before booking.