New Training Classes beginning January 24th

by Caroline Gutman on 11 Jan 2012

Following our latest release, we’ve updated the training classes to include a business focus. We’ll be rolling out the classes beginning Tuesday, January 24th:

Understanding the AWS Platform – Tuesdays at 10:00am – 45mins


Adding Value and Credibility to your Advice – Tuesdays at 11:00am – 30mins

Course Content:

  • Morningstar Qualitative Analyst Ratings
  • Viewing underlying portfolio holdings
  • Creating an auditable trail
  • Saving Searches
  • Creating investment lists
  • Understanding the Morningstar Style Box

Building Portfolios – Wednesdays at 10:00am – 30mins

Course Content:

  • Finding the right funds to fit an asset allocation
  • Defining the Asset Allocation
  • Building models
  • Tracking quick portfolios over time

Creating an Investment Process – Thursdays at 10:00am – 30mins

Course Content:

  • Reviewing client’s current positions
  • Risk Profiling
  • Selecting a target Asset Allocation
  • Allocating funds within a portfolio

New Features and Quick Tips – Thursdays at 10:30pm – 30 mins

Course Content:

  • New Features in latest release
  • Quick Tips and Suggestions

Visit the Training Page (tab at the top) to see the new schedule.

To register, click here:

https://www.formstack.com/forms/?1156941-V2J4VbuM3h

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